Group 1 - A-shares have entered a phase of fluctuation and adjustment after a continuous rise at the beginning of the year, suggesting a balanced allocation across different industries to capture diverse opportunities and mitigate risks from single sectors [1] - The Invesco Great Wall Smart Mixed Fund is being launched, managed by Guo Lin, who specializes in a balanced growth investment style, focusing primarily on TMT (Technology, Media, and Telecommunications), with additional emphasis on military, pharmaceuticals, manufacturing, and new consumption sectors [1] - Guo Lin adheres to the principles of "focusing on trends, timing, and cost," seeking industries with mid-term upward trends by considering industrial policies, technological iterations, and supply-demand changes [1] Group 2 - In the current market near the 4000-point level, Guo Lin emphasizes the need for cautious stock selection due to crowded trading in popular sectors and high valuations, advising to focus on industries and companies with potential for exceeding performance expectations [2] - The Invesco Great Wall Smart Mixed Fund features a floating fee structure linked to excess returns, aligning the interests of fund managers and investors, which encourages a long-term perspective and sustainable excess returns [2] - Guo Lin remains optimistic about opportunities in technology, the internet, cyclical resource products, and manufacturing sectors "going abroad" [2]
景顺长城智享混合基金正在发行中
Zheng Quan Ri Bao Wang·2026-02-05 07:17