BOB(SH:601169) 21世纪经济报道·2025-11-14 09:16Core Viewpoint - The article discusses the resignation of Deng Haiqing from the position of Deputy General Manager at AVIC Fund due to personal reasons, and his potential transition to a larger public fund platform, Zhongjia Fund, which aligns with his macro research background [1][2][4]. Group 1: Management Changes - Deng Haiqing resigned as Deputy General Manager of AVIC Fund on November 13, 2023, and will not take on any other roles within the company [1][2]. - Deng Haiqing has a diverse career background, having worked at various financial institutions, including Guojin Securities and Ant Financial Research Institute, before joining AVIC Fund in December 2020 [2][3]. Group 2: Fund Management and Performance - During his tenure, Deng Haiqing managed the AVIC Mixed Reform Selected Fund, which saw a significant shift in its portfolio towards real estate, with 90% of holdings concentrated in this sector by the end of 2023 [3][4]. - The fund's performance under Deng Haiqing was subpar, with a return of -13.45% over nearly one and a half years, ranking in the bottom 10% among similar funds [4]. Group 3: Future Outlook - Deng Haiqing has expressed optimism about the A-share market, citing potential improvements in profitability across multiple sectors supported by policy changes [4]. - He has highlighted investment opportunities in artificial intelligence and its infrastructure, suggesting that these areas could drive significant economic growth and demand [4][5].