Core Viewpoint - The article emphasizes the importance of identifying growth opportunities in changing economic landscapes, highlighting the role of Jiashi Fund in capitalizing on emerging industries and trends [2][25]. Group 1: Historical Industry Trends - From 2013 to 2015, China experienced a shift from PC internet to mobile internet, with mobile internet users increasing from 810 million to 960 million, and the internet market size growing from 99.15 billion to 175.03 billion yuan [3][6]. - The TMT (Technology, Media, and Telecommunications) sector saw significant revenue and net profit growth during this period, with electronics revenue growth rates of 20.19%, 19.64%, and 14.49% from 2013 to 2015 [7]. - Jiashi Fund's active equity funds achieved an average return of 97.1% during the "Internet Plus" cycle, with notable funds like Jiashi Leading Growth Mixed and Jiashi Growth Income Mixed yielding returns of 170.3% and 154.1% respectively [9]. Group 2: Recent Industry Developments - The period from 2019 to 2021 marked explosive growth in high-end manufacturing and biotechnology, with semiconductor and new energy sectors experiencing significant policy support and market expansion [12][14]. - The semiconductor sector saw some sub-sectors, like analog chip design, increase by over 1,000% during this time [13]. - Jiashi Fund recorded an average return of 120.1% across 65 actively managed funds during this period, successfully capturing opportunities in semiconductors, electric vehicles, and photovoltaics [19]. Group 3: Current and Future Opportunities - Since 2023, the focus has shifted towards self-sufficiency in high-tech industries, with significant growth opportunities in sectors like semiconductors, AI, and smart driving [22]. - Jiashi Fund has proactively established research teams to track AI industry changes and has launched products like the Sci-Tech Chip ETF to capitalize on these trends [23]. - The newly launched Jiashi Growth Co-Winning Mixed Fund aims to leverage growth opportunities in the Chinese economy, with a focus on technology sectors such as power equipment, electronics, and automotive [29][31]. Group 4: Fund Structure and Management - The Jiashi Growth Co-Winning Mixed Fund employs a floating fee structure, aligning the interests of fund managers with investors by adjusting management fees based on performance [26][40]. - The fund's investment strategy is anchored in the CSI 800 Growth Index, which focuses on high-growth sectors while maintaining a diversified portfolio [28][29]. - The fund manager, Li Tao, has a strong background in technology and has demonstrated successful performance in managing funds focused on information technology and related sectors [35][38].
这只浮动费率基金定位“成长共赢”,值得买吗?
市值风云·2025-06-11 10:06