Investment Insights - A-shares have resumed an upward trend in early June after experiencing fluctuations and short-term adjustments in May, with technology growth sectors like semiconductors and communications rebounding [2][3] - The banking sector continues to perform strongly, attracting significant capital [2] - In the overseas market, U.S. stocks are approaching previous highs, influenced by non-farm employment data and positive developments in the semiconductor industry [2][4] Quantitative Strategy Allocation - The preferred strategy is stock-enhanced strategies, followed by evergreen low-volatility strategies and overseas equity strategies [3] - A-shares have rebounded quickly after a short-term tariff shock, but there are concerns about the sustainability of this rebound as the market approaches previous highs [3] - Defensive sectors like banks have shown strong performance, but potential risks from significant price increases should be monitored [3] Overseas Market Analysis - The easing of U.S. tariff attitudes has led to a recovery in U.S. stocks and other global markets, although uncertainties remain regarding trade negotiations and policy [4][6] - The Nasdaq is nearing its early-year highs, but upward momentum may face resistance [4][7] - Long-term, the outlook for U.S. stocks remains positive, supported by a stable economic backdrop and technological advancements [4][7] Fund Strategy Performance - The Evergreen Low-Volatility Fund Strategy recorded a weekly return of 0.688%, demonstrating strong stability and excess returns in a defensive market [5][8] - The Stock-Enhanced Fund Strategy achieved a weekly return of 1.023%, with potential for excess returns as market conditions improve [5][8] - The Cash Growth Fund Strategy yielded a return of 0.030%, outperforming the benchmark [5][8] Fund Composition Insights - The Evergreen Low-Volatility Fund has consistently maintained low volatility and maximum drawdown, outperforming benchmarks since its strategy launch [9][21] - The Stock-Enhanced Fund aims to identify funds with strong alpha generation capabilities, showing promise in improving performance as market conditions stabilize [12][22] - The Cash Growth Fund has accumulated excess returns since its strategy implementation, providing effective cash management solutions [14][23] - The Overseas Equity Allocation Fund has benefited from the global tech growth driven by AI, accumulating significant excess returns [16][24]
【公募基金】海内外权益组合持续回升,逢低布局机会值得关注——公募基金量化遴选类策略指数跟踪周报(2025.06.08)
华宝财富魔方·2025-06-10 09:27