又有基金经理卸任高管职位专注投资；金梓才最新发声

Group 1: Regulatory Changes - The China Securities Regulatory Commission (CSRC) revised the "Regulations on the Management of Sales Expenses for Publicly Raised Securities Investment Funds," effective January 1, 2026 [1] - Starting January 1, 2027, fund managers are prohibited from charging subscription fees and sales service fees for the funds they manage, and sales institutions cannot continue to charge sales service fees for non-money market funds held for over one year [1] Group 2: QDII Fund Premium Risks - As of January 14, 2023, 16 public fund institutions, including Bosera Fund and Great Wall Fund, have issued announcements regarding premium risks for 30 QDII funds [2] - For instance, Huaxia Fund reported that its Nasdaq ETF's market trading price significantly exceeded the fund's reference net asset value, indicating a substantial premium [2] Group 3: REITs Expansion - On January 15, 2023, the China Aviation Capital and Jingneng Photovoltaic REIT successfully launched its expansion of fund shares on the Shanghai Stock Exchange, marking the first asset-mixed REITs expansion project in China [3] - The number of fund shares issued in this expansion was 300.88 million, raising a total of 2.92215 billion yuan, nearly doubling the fund's scale [3] - The expanded fund size is expected to improve secondary market liquidity and may attract more investment by being included in relevant indices [3] Group 4: Management Changes - On January 15, 2023, Changsheng Fund announced that Guo Kun resigned from his position as Deputy General Manager to focus on investment management [4] - Guo Kun managed seven actively managed equity funds, with a total management scale of 6.078 billion yuan, accounting for 40% of the company's actively managed equity fund scale [4] - His highest cumulative return product, managed since May 2020, achieved a return of 109.45% [4] Group 5: Market Outlook - On January 15, 2023, Jin Zicai, Vice General Manager and Equity Investment Director of Caitong Fund, expressed optimism for the 2026 capital market, highlighting improved global liquidity and the acceleration of the AI industry [5] - Investment focus for 2026 includes leading companies in the AI computing power industry and high-quality growth companies with significant overseas business [5] - Jin emphasized the need for in-depth research to select companies with matching valuations and growth potential for sustainable long-term growth [5] Group 6: ETF Market Review - On January 16, 2023, the market opened high but closed lower, with the Shanghai Composite Index down 0.26% and the Shenzhen Component Index down 0.18% [6] - The total trading volume in the Shanghai and Shenzhen markets was 3.03 trillion yuan, an increase of 120.8 billion yuan from the previous trading day [6] - The semiconductor sector showed strong performance, with related ETFs rising by up to 8.74%, while media and energy sectors experienced declines of around 5% [6]