来源：新浪基金∞工作室 9月11日，港股红利ETF基金（513820）涨0.47%，成交额7284.34万元。当日份额减少150.00万份，最新 份额为24.94亿份，近20个交易日份额减少7500.00万份。最新资产净值计算值为32.25亿元。 港股红利ETF基金（513820）业绩比较基准为中证港股通高股息投资指数收益率(经估值汇率调整后)， 管理人为汇添富基金管理股份有限公司，基金经理为晏阳，成立（2024-04-24）以来回报为35.00%，近 一个月回报为0.57%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

Market Performance - The CSI All Share Securities Company Index rose by 3.1%, while the CSI 300 Non-Bank Financial Index increased by 2.5% and the Hong Kong Securities Index went up by 0.9% [1] - The CSI Bank Index saw a modest increase of 0.5% [1] - The Hong Kong Securities ETF (513090) supported T+0 trading with a total trading volume of nearly 20 billion yuan, leading the market in stock-type ETFs [1] Fund Inflows - The Hong Kong Securities ETF experienced a continuous net inflow of funds, totaling over 1.7 billion yuan in the past week [1] Market Liquidity - According to招商证券国际, the stabilization of the Hong Kong dollar and the pause in net absorption by the Monetary Authority are contributing to a marginal improvement in liquidity in the Hong Kong stock market [1] - The significantly lower-than-expected U.S. non-farm payroll data for August has made a rate cut by the Federal Reserve in September almost certain, which is expected to further enhance liquidity in the Hong Kong market [1] - As a sector closely related to market liquidity, brokerage firms are anticipated to benefit from these developments [1]

Group 1 - The core viewpoint of the news is that Wankai New Materials has experienced a significant stock price increase, rising 5.26% to 20.82 CNY per share, with a total market capitalization of 10.727 billion CNY and a cumulative increase of 13.03% over three days [1] - Wankai New Materials, established on March 31, 2008, specializes in the research, production, and sales of polyester materials, with its main revenue sources being bottle-grade PET (97.51%) and other PET products [1] - The trading volume for Wankai New Materials reached 385 million CNY, with a turnover rate of 6.83% [1] Group 2 - Morgan Fund's Morgan Emerging Power Mixed A Fund (377240) is among the top ten circulating shareholders of Wankai New Materials, having reduced its holdings by 86,000 shares, now holding 4.4435 million shares, which is 1.56% of the circulating shares [2] - The fund has achieved a year-to-date return of 63.27% and a one-year return of 99.2%, ranking 261 out of 8177 and 362 out of 7982 respectively [2] - The fund manager, Du Meng, has a tenure of 14 years and has managed a total fund size of 11.719 billion CNY, with the best return during his tenure being 725.71% [2]

Group 1 - The core viewpoint of the news is that Inspur Information has seen a stock price increase of 5.07%, reaching 62.77 yuan per share, with a trading volume of 4.038 billion yuan and a turnover rate of 4.45%, resulting in a total market capitalization of 92.406 billion yuan [1] - Inspur Information, established on October 28, 1998, and listed on June 8, 2000, is primarily engaged in the development, production, sales, and system integration of computer software, hardware, and other information products [1] - The company's main business revenue composition includes 93.88% from server products, 6.03% from storage and switching products, and 0.09% from other sources [1] Group 2 - From the perspective of fund holdings, Huian Fund has a significant position in Inspur Information, with its Huian Quantitative Selection A fund holding 2,000 shares, accounting for 3.85% of the fund's net value, making it the fourth-largest holding [2] - The Huian Quantitative Selection A fund, established on July 26, 2018, has a latest scale of 359.9 million yuan, with a year-to-date return of 3.51% and a one-year return of 10.22% [2] - The fund manager, Wu Leyu, has been in position for 1 year and 27 days, overseeing total assets of 9.267 billion yuan, with the best and worst fund returns during his tenure being 2.59% and 0.39%, respectively [2]

Group 1 - The core viewpoint of the news is that Gaolun Electronics has seen a significant increase in its stock price, rising by 5.05% to reach 34.98 CNY per share, with a total market capitalization of 15.223 billion CNY [1] - Gaolun Electronics, established on March 18, 2010, and listed on December 28, 2021, is located in the China (Shanghai) Free Trade Zone and specializes in providing EDA products and solutions widely validated by leading global integrated circuit design and manufacturing companies [1] - The company's main business revenue composition includes EDA tool licensing at 67.95%, technical development solutions at 21.23%, semiconductor device characteristic testing systems at 10.63%, and other supplementary services at 0.18% [1] Group 2 - From the perspective of the top circulating shareholders, the Noan Fund has reduced its holdings in Gaolun Electronics, specifically the Noan Optimized Allocation Mixed A Fund, which decreased its shares by 136.1 thousand to hold 533.1 thousand shares, representing 1.23% of the circulating shares [2] - The Noan Optimized Allocation Mixed A Fund, established on September 20, 2018, has a latest scale of 1.057 billion CNY and has achieved a year-to-date return of 17.28%, ranking 4253 out of 8177 in its category [2] - The fund has also seen a one-year return of 86.38%, ranking 552 out of 7982, and a cumulative return since inception of 109.01% [2]

9月11日，安博通涨5%，截至发稿，报105.00元/股，成交1.61亿元，换手率2.05%，总市值80.70亿元。 资料显示，北京安博通科技股份有限公司位于北京市海淀区西北旺东路十号院东区15号楼A座301，成 立日期2007年5月25日，上市日期2019年9月6日，公司主营业务涉及网络安全核心软件产品的研究、开 发、销售以及相关技术服务,为网络安全行业网络安全系统平台与安全服务提供商。主营业务收入构成 为：安全网关39.47%，安全人工智能35.21%，安全管理18.05%，安全服务7.15%，其他(补充)0.12%。 从基金十大重仓股角度 数据显示，广发基金旗下1只基金重仓安博通。广发改革混合（001468）二季度持有股数6.89万股，与 上期相比持股数量不变，占基金净值比例为2.48%，位居第四大重仓股。根据测算，今日浮盈赚取约 34.43万元。 广发改革混合（001468）成立日期2015年7月27日，最新规模1.97亿。今年以来收益22.97%，同类排名 3278/8175；近一年收益38.2%，同类排名4011/7982；成立以来收益6%。 广发改革混合（001468）基金经理为陈少平。 截至发 ...

Group 1 - The core viewpoint of the news is the performance and market position of 瑞芯微 (Rockchip), which saw a stock price increase of 5.04% to 211.34 CNY per share, with a total market capitalization of 889.17 billion CNY [1] - 瑞芯微's main business involves the design, development, and sales of large-scale integrated circuits, with revenue composition being 90.25% from smart application processor chips, 7.39% from mixed-signal chips, 2.04% from other chips, and 0.32% from technical services and others [1] Group 2 - 中信保诚基金 has a significant holding in 瑞芯微, with its 中信保诚中证500指数增强A fund holding 12,500 shares, representing 1.04% of the fund's net value, making it the eighth largest holding [2] - The 中信保诚中证500指数增强A fund has achieved a year-to-date return of 21.3% and a one-year return of 58.31%, ranking 2084 out of 4222 and 1445 out of 3798 respectively [2] - The fund manager, 王颖, has been in the position for over 8 years, with the fund's total asset size at 38.35 billion CNY and a best return of 49.19% during the tenure [3]

南方中证房地产ETF发起联接A（004642）基金经理为罗文杰。 资料显示，广州珠江发展集团股份有限公司位于广东省广州市越秀区环市东路371-375号世界贸易中心 大厦南塔11楼，成立日期1992年12月23日，上市日期1993年10月28日，公司主营业务涉及房地产开发与 经营。主营业务收入构成为：物业服务72.40%，文体运营26.82%，物业出租0.77%，其他0.00%。 9月10日，珠江股份涨6.69%，截至发稿，报5.90元/股，成交2.88亿元，换手率5.94%，总市值50.35亿 元。珠江股份股价已经连续4天上涨，区间累计涨幅6.14%。 从珠江股份十大流通股东角度 数据显示，南方基金旗下1只基金位居珠江股份十大流通股东。南方中证房地产ETF发起联接A （004642）二季度增持11.78万股，持有股数763.16万股，占流通股的比例为0.89%。根据测算，今日浮 盈赚取约282.37万元。连续4天上涨期间浮盈赚取244.21万元。 南方中证房地产ETF发起联接A（004642）成立日期2017年8月24日，最新规模1.73亿。今年以来收益 4.16%，同类排名3950/4222；近一年收益31 ...

Group 1 - The core point of the news is the performance and market position of Aihua Group, which saw a stock price increase of 5.11% to 18.73 CNY per share, with a total market capitalization of 7.513 billion CNY [1] - Aihua Group, established on December 29, 1993, and listed on May 15, 2015, specializes in the production and sales of capacitors, capacitor raw materials, and related equipment [1] - The revenue composition of Aihua Group includes: industrial control/new energy 49.04%, consumer power/electronics 34.36%, lighting 12.60%, others 2.68%, and electrolytic foil 1.32% [1] Group 2 - From the perspective of major shareholders, a fund under China Merchants Fund, the "China Merchants Quantitative Selected Stock A" (001917), increased its holdings by 1.5575 million shares in the second quarter, holding a total of 2.7574 million shares, accounting for 0.69% of the circulating shares [2] - The fund has achieved a year-to-date return of 36.6% and a one-year return of 74.15%, ranking 762 out of 4222 and 938 out of 3798 respectively [2] - The fund manager, Wang Ping, has a tenure of 15 years and has achieved a best fund return of 267.21% during his management period [3] Group 3 - Another fund under China Merchants Fund, the "China Merchants National Index 2000 Enhanced A" (018786), held 55,600 shares of Aihua Group in the second quarter, representing 0.69% of the fund's net value [4] - This fund has achieved a year-to-date return of 32.99% and a one-year return of 72.19%, ranking 1007 out of 4222 and 1000 out of 3798 respectively [4] - The fund manager, Deng Tong, has a tenure of 3 years and has achieved a best fund return of 68.53% during his management period [5]

Group 1: Core Concepts of Fund Investment - Selecting funds is the first step in investment and is crucial for determining returns. Beginners often fall into the trap of "buying high and selling low" or blindly following popular funds, which can lead to unsatisfactory results. The core of fund selection is to assess the balance between risk and return, focusing on four key indicators [1][2][3][4]. Group 2: Key Indicators for Fund Selection - The historical performance of the fund manager is essential, with a focus on long-term returns over 3 to 5 years rather than short-term rankings. A fund manager with a 5-year annualized return of 15% and lower drawdowns during market declines indicates a stable investment style suitable for long-term holding [3]. - The fund's establishment time and rating are important; funds established for over a year with ratings above three stars (e.g., Morningstar rating) are preferable. A fund with a 5-year history and a five-star rating is generally more reliable than newly established funds [4]. - Maximum drawdown reflects the fund's decline from its historical peak to its lowest point, serving as a key risk measure. Beginners should aim for funds with a maximum drawdown below 15%, especially in equity funds, as drawdown control directly impacts the holding experience [5]. - Standard deviation measures the volatility of the fund's net value. A lower standard deviation indicates more stable returns. For instance, if two funds have the same annualized return of 10%, but one has a standard deviation of 15% and the other 10%, the latter is preferable for reducing holding anxiety [6]. Group 3: Fund Purchase Strategies - A one-time purchase is suitable for low-risk funds such as money market and bond funds, which have lower risk and smaller return fluctuations. Investors can use idle funds to invest in money market funds for better returns than savings accounts, while bond funds can be part of long-term asset allocation [9]. - Dollar-cost averaging (DCA) is an effective strategy for stock and index funds, allowing investors to spread their purchases over time to reduce timing risk. For example, investing a fixed amount monthly in an index fund helps lower the average cost during market fluctuations [10]. - Smart DCA adjusts investment amounts based on market conditions, such as using moving averages to determine when to increase or decrease investments. This method can enhance returns by accumulating more shares at lower prices and reducing investments at higher prices [11]. Group 4: Fund Selling Strategies - Setting a target return for selling is a straightforward method. For instance, if an investor aims for a 10% return, they should sell when the fund's net value reaches that target. This method is simple and suitable for risk-averse investors, but care should be taken to avoid setting unrealistic targets [14]. - Selling at resistance levels involves analyzing fund charts to identify recent highs. If the fund's net value approaches a resistance level and shows signs of decline, it may be prudent to sell [15]. - For index funds, monitoring the price-to-earnings (PE) ratio can indicate overvaluation. If the PE ratio is significantly above historical averages, it may be time to consider selling to avoid potential corrections [16]. Group 5: Overall Investment Philosophy - Successful fund investment requires a methodical approach focusing on selection, purchase, and sale. Investors should prioritize fund manager performance, fund age, drawdown, and standard deviation when selecting funds, choose appropriate buying strategies based on risk tolerance, and establish clear selling criteria [17].