科技板块回暖,电子均衡配置增强组合跑出超额
Changjiang Securities·2025-10-27 05:13
- The report highlights the "Dividend Enhanced Combination" strategy, which focuses on high-dividend stocks and aims to outperform the CSI Dividend Index. However, this strategy underperformed the CSI Dividend Total Return Index during the week[4][11][22] - The "Electronic Balanced Allocation Enhanced Combination" strategy is designed to achieve balanced exposure within the electronics sector. It outperformed the Electronics Total Return Index with a weekly excess return of approximately 0.27%, ranking in the 36th percentile among technology-themed fund products[4][25][31] - The "Electronic Sector Preferred Enhanced Combination" strategy targets mature sub-sector leaders within the electronics industry. This strategy is part of the industry enhancement series introduced by the research team[10][25]