基金投资

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8月15日港股通红利ETF富国(159277)份额减少300.00万份,最新份额2.10亿份,最新规模2.07亿元
Xin Lang Cai Jing· 2025-08-18 01:11
Group 1 - The core viewpoint of the article highlights the performance and recent activity of the Hong Kong Stock Connect Dividend ETF managed by Fuguo Fund Management Co., Ltd. [1] - On August 15, the ETF (159277) experienced a 0.00% change in price with a trading volume of 36.68 million yuan [1] - The fund's shares decreased by 3 million, bringing the total shares to 210 million [1] Group 2 - The latest net asset value of the ETF is calculated to be 207 million yuan [1] - The performance benchmark for the ETF is the CSI Hong Kong Stock Connect High Dividend Investment Index return rate, adjusted using valuation exchange rates [1] - Since its establishment on August 5, 2025, the fund has recorded a return of -1.06% [1]
美股投资有哪些渠道?
Jin Rong Jie· 2025-08-17 06:51
Group 1 - The article emphasizes the importance of understanding investment channels for those interested in participating in the US stock market [1] - One common method to invest in US stocks is through American financial brokers, which provide direct access to the market [1] - Different US brokers have varying fee structures, trading tools, and service offerings, allowing investors to choose based on their trading habits and financial situation [1] Group 2 - Domestic financial institutions and securities companies also offer channels for investors to access the US stock market, leveraging their relationships with international financial markets [1] - The account opening process with domestic institutions is generally more convenient, with professional customer service to assist investors [1] - Domestic institutions provide trading software and platform interfaces that align with local investor habits, reducing operational barriers [1] Group 3 - Internet financial platforms have emerged as new avenues for US stock investment, utilizing advanced technologies like big data and artificial intelligence [2] - These platforms offer personalized account management and market analysis features, such as smart stock selection and risk assessment [2] - Investing in US stock funds is another reliable method, allowing investors to benefit from professional management and diversified risk without directly trading individual stocks [2]
2021年高位发行的基金,至今没回本数量最多的是广发基金
Sou Hu Cai Jing· 2025-08-16 05:18
Core Insights - The Shanghai Composite Index (沪指) has recently surpassed the 3700-point mark, marking a significant moment in the market this year [1] - The last major bull market occurred in 2021, a year that also saw substantial growth in public fund sizes, with many investors still trapped in those high valuations [3][5] Fund Performance Analysis - As of August 14, 2023, out of 3353 funds established in 2021, 1732 funds have negative returns since inception, indicating that nearly half of these funds have not recovered their initial investments [5][8] - The top-performing funds since their inception include: - 华夏北交所创新中小企业精选两年定开 with a return of 133.59% - 易方达标普信息科技C人民币 with a return of 101.70% - 汇添富北交所创新精选两年定开C with a return of 92.72% [6][7] - Notably, 3 of the top ten funds are themed around the Beijing Stock Exchange, while 4 are index funds, and 3 are actively managed funds [6] Fund Manager Performance - The analysis highlights that several funds managed by prominent managers, such as 郑澄然 from 广发基金, have underperformed significantly, with some funds showing losses exceeding 40% [11][18] - The fund with the highest loss is 富安达新兴成长C, which has a return of -63.21% [14] - The performance of funds managed by different managers varies, with some funds experiencing substantial shrinkage in size, indicating potential issues in investment strategy [11][13] Market Trends and Implications - The current market environment suggests increasing risks as the index rises, particularly for funds that have not yet recovered from previous losses [11] - The analysis indicates that investors should be cautious about concentrating their investments in single funds, as there is a significant probability of being trapped in underperforming products [18]
富兰克林国海美元债一年持有期债券型证券投资基金(QDII)暂停大额申购及定期定额投资业务的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-08-14 08:56
1.公告基本信息 ■ (4)本基金暂未开通转换业务,若后续开通,则转换转入金额将与申购及定期定额投资金额按照不同 份额类别合并后并按照上述金额和规则进行限制。 (5)本基金暂停上述相关业务期间,本基金的赎回等业务和本公司管理的其他开放式基金的各项交易 业务照常办理。 (6)本基金取消或调整上述大额申购及定期定额投资业务限制的具体时间将另行公告。 (7)本公司再次提示投资者合理安排投资计划,由此给投资带来的不便,敬请谅解! (8)投资者可通过以下途径了解或咨询详请: 本公司网址:www.ftsfund.com 注:人民币份额的限制金额单位为人民币元,美元份额的限制金额单位为美元。 2.其他需要提示的事项 (1)在暂停本基金大额交易业务期间,单日每个基金账户的累计申购及定期定额投资人民币份额的金 额应等于或低于10,000.00元,如单日每个基金账户的累计申购及定期定额投资人民币份额的金额高于 10,000.00元,本公司将有权确认失败。单日每个基金账户的累计申购及定期定额投资美元份额的金额应 等于或低于1,000.00美元,如单日每个基金账户的累计申购及定期定额投资美元份额的金额高于1,000.00 美元,本公 ...
8月13日,ETF两市成交额4100.49亿,买基金用什么APP?业内人士对比评价后选择了新浪财经APP
Xin Lang Ji Jin· 2025-08-13 10:25
Market Overview - The ETF trading volume reached 4100.49 billion yuan on August 13, with stock ETFs accounting for 1655.01 billion yuan, bond ETFs for 1581.40 billion yuan, money market ETFs for 333.91 billion yuan, commodity ETFs for 38.37 billion yuan, and QDII ETFs for 491.81 billion yuan [1] Fund Market Dynamics - The public fund market has surpassed 10,000 funds, leading to increased selection anxiety among investors [2] - Young investors aged 25 to 35 make up 40% of the market, while the "Z generation" aged 18 to 25 accounts for 20% [2] - Fee competition among platforms is intensifying, with some offering fund purchase rates as low as 10% of the standard [2] Platform Comparisons - Major platforms have distinct features: - Tian Tian Fund excels in professional data and real-time valuation systems [2] - Alipay focuses on user-friendly experiences with unique tools like the "index red-green light" [2] - JD Finance emphasizes competitive fee structures with over 4,000 products [3] - Tencent Licai Tong offers innovative cross-platform integration [3] Sina Finance's Competitive Edge - Sina Finance APP has created a unique ecosystem by integrating information, community, and trading functionalities [4] - It covers 98% of market funds and monitors over 3,000 funds in real-time, allowing seamless execution of investment decisions [4] - The platform's "Target Fund Search" tool matches users with suitable funds based on their investment criteria [4] Community Interaction - Community features on Sina Finance leverage resources from Weibo, enhancing user engagement with professional insights [5] - The "One-Click Follow Investment" function simplifies the process for users to follow fund managers' portfolios [5] - The platform addresses the evolving needs of investors by providing tools that reduce selection anxiety in the crowded fund market [5]
山西省政府与中国诚通集团举行工作会谈
Zheng Quan Shi Bao Wang· 2025-08-13 08:33
人民财讯8月13日电,据山西发布消息,8月12日,山西省政府与中国诚通集团举行工作会谈。省长卢东 亮、中国诚通董事长奚正平出席。省企双方表示,要加大对接力度,深化基金投资、股权运作、金融服 务、国资国企改革等合作,把双方合作设立的基金,更多投向矿产资源、高端装备制造、绿电园区、特 优农业、文化旅游及康养产业等领域,实现互利共赢发展。 ...
90后正在成为基金投资主力军
Hua Er Jie Jian Wen· 2025-08-13 07:57
Core Insights - The Z generation is becoming a major force in the fund investment sector, with 40% of investors aged 25-35 and 20% aged 18-25, indicating a shift in wealth management perspectives among younger investors [1][2] - The A-share market's strong performance has created a favorable environment for young investors, as evidenced by the major indices reaching new highs [1] - The rise of mobile internet and social media has lowered investment barriers and accelerated financial literacy among the younger demographic [1] Investment Preferences - 68% of investments are in active equity funds and index funds, reflecting confidence in structural market trends, while 20% is allocated to low-volatility products [3] - The top regions for fund purchases are Guangdong, Jiangsu, and Beijing, highlighting a correlation between economic vitality and investment enthusiasm [3] Strategic Initiatives - JD Finance is transitioning from a "fund sales platform" to an "asset allocation service provider," focusing on a refined fund classification system and AI-driven market insights [2][3] - The platform aims to enhance investor experience by optimizing service models and providing professional tools for investment strategy [3][4] - Future plans include deepening service concepts through technology and professional services to create more value for investors [4]
8月12日港股红利ETF基金(513820)份额增加800.00万份,最新份额25.67亿份,最新规模33.57亿元
Xin Lang Cai Jing· 2025-08-13 01:11
8月12日,港股红利ETF基金(513820)涨0.92%,成交额4949.12万元。当日份额增加800.00万份,最新 份额为25.67亿份,近20个交易日份额增加8400.00万份。最新资产净值计算值为33.57亿元。 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,基金经理为董瑾、晏阳,成立(2024-04-24)以来回报为 35.92%,近一个月回报为4.85%。 来源:新浪基金∞工作室 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。 ...
90后成基金投资主力军!京东金融年轻用户占比近六成
Huan Qiu Wang· 2025-08-12 14:22
Core Insights - The A-share market continues to show strength, with all three major indices reaching new highs for the year, indicating increased trading activity [1] - The demographic of young investors is rising, with those aged 25-35 making up 40% and those aged 18-25 accounting for 20%, highlighting the growing influence of Generation Z in fund investments [1] Group 1: Market Performance - The A-share market has shown significant momentum, with all three major indices achieving new annual highs, reflecting a robust trading environment [1] - The trading activity on the market has notably increased, suggesting a positive sentiment among investors [1] Group 2: Investor Demographics - Young investors are becoming a significant force in fund investments, with over 60% of investors aged 25 and under [1] - The platform's user base is characterized by a youthful demographic, indicating a shift in investment behavior towards younger generations [1] Group 3: Investment Preferences - The investment choices of platform users are diverse, with active equity funds and index funds comprising 68% of the portfolio, showcasing investor confidence in structural market trends [2] - Conservative bond funds account for approximately 15%, while "stable income+" products make up 5%, indicating a balanced approach to risk and return among some investors [2] Group 4: Service Enhancements - The fund channel of the platform has undergone a comprehensive upgrade, utilizing AI to capture market trends in real-time and creating four major investment IP matrices [2] - The company aims to enhance its "investor-centric" service philosophy through technology and professional services, focusing on global asset allocation and improving user experience [2]
京东金融:年轻用户占比近六成 90后成基金投资主力军
Zheng Quan Shi Bao Wang· 2025-08-12 12:21
人民财讯8月12日电,"平台年轻投资者占比在持续攀升。"8月12日,在京东金融主办的投资策略会上, 京东集团副总裁、京东科技金融科技事业群财富管理业务部负责人杨辉介绍。数据显示,该平年轻用户 占比已近六成,其中,25—35岁群体占比40%、18—25岁群体占比20%,95后及00后等Z世代成为基金 投资增长力量。 ...