免责声明：文中图片及微信头图均已获得创客贴、稿定设计商业使用授权，及无版权图片网站授权。风险提示：材料仅供参考，不作为任何投资建议或投 资承诺。基金不同于银行储蓄等能够提供固定收益预期的金融工具，当投资者购买基金产品时，既可能按持有份额分享基金投资所产生的收益，也可能承 担基金投资所带来的损失。投资人应当认真阅读《基金合同》、《招募说明书》及《产品资料概要》等基金法律文件。基金的过往业绩并不预示其未来表 现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证。我国基金运作时间较短，不能反映股市发展的所有阶段。 radition 1949.10.01 CHINA'S NATIONAL DAY 2025.IO.DI - ...

文 | 银行螺丝钉 （转载请注明出处） 基金是非常适合普通人的投资品种。 什么类型的基金更适合新手？ 基金投资该怎么投？ 长期投资前要做哪些心理建设？ 这里有一门限时免费的福利课程，能帮助新手投资者从零开始了解基金投资。 螺丝钉经常看到有朋友拿某些短视频平 台、或者某些社交网站看到的信息，过来 咨询一些问题。 但其实,这些信息可能已经是二手信息、 甚至三手信息了，有的可能干脆就是假信 息。 对于普通投资者来说,优质的信息源是很 重要的，这样能从源头上就提高学习的效 图。 般来说,主要有以下几种不同方式获取 代后的信息幸渡。 想要获取这门课程，可以扫下方二维码添加 @课程小助手 ，回复 「 基金入门 」 领取哦～ 更有课程笔记、思维导图，帮您快速搞懂课程脉络，学习更高效。 #螺丝钉小知识 urnel 银行螺丝钉 通过哪些优质渠道来学习，才能 事半功倍? 而短视频、短文字,承载的信息量有限, 更多的是娱乐化。 另外，不过不要过于沉迷于了解最新资 讯。因为新资讯，很多是有实效性的。可 能看10个小时的新资讯,过一个月,其中 六七个小时的信息都失效了。 VUNHJIロベイト//1/10 (1) 纸质书, 信息价值最高 ...

Core Viewpoint - The article provides an overview of the updated active fund manager pool information for the 2025 semi-annual report, highlighting various metrics such as investment style, stock ratio, industry preference, turnover rate, valuation of heavy holdings, concentration of holdings, and fund size [1][3][36]. Summary by Sections Fund Manager Information - The article lists various fund managers along with their respective funds, categorized by investment style such as value and growth [4][6][16][17]. Key Metrics - The article emphasizes the importance of several key metrics when analyzing fund performance, including: - **Investment Style**: Different funds exhibit varying performance based on their investment styles, with value and growth styles showing distinct phases of strength [38][41]. - **Stock Ratio**: Active funds typically maintain a stock ratio around 90%, with higher ratios indicating greater volatility [45][46]. - **Industry Preference**: Fund managers often focus on specific industries where they have expertise, which can influence their investment decisions [50][52]. - **Holding Concentration**: The concentration of the top ten holdings can indicate potential volatility, with higher concentrations leading to greater fluctuations [55][56]. - **Heavy Holdings Valuation**: The valuation of top holdings is assessed to gauge the fund's overall performance, with growth style funds generally having higher valuations [61]. - **Turnover Rate**: A turnover rate below 200% is considered low for active funds, indicating stability in the fund's portfolio [62][63]. - **Fund Size**: The size of the fund can impact its ability to generate excess returns, with larger funds facing more challenges [65][66]. Fund Manager Insights - The article discusses the significance of fund managers' insights in their reports, which include reflections on past performance and future market outlooks, with the latter being particularly important for investors [68][70].

新华沪深300指数增强A（005248）成立日期2019年12月18日，最新规模1.05亿。今年以来收益 16.76%，同类排名3137/4220；近一年收益22.21%，同类排名2880/3846；成立以来收益44.8%。 新华沪深300指数增强A（005248）基金经理为邓岳。 截至发稿，邓岳累计任职时间8年57天，现任基金资产总规模5.51亿元，任职期间最佳基金回报 91.22%， 任职期间最差基金回报-56.26%。 责任编辑：小浪快报 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。 9月30日，华泰证券涨0%，截至发稿，报21.77元/股，成交57.94亿元，换手率3.66%，总市值1965.15亿 元。华泰证券股价已经连续5天上涨，区间累计涨幅11.58%。 资料显示，华泰证券股份有限公司位于江苏省南京市江东中路228号,香港皇后大道中99号中环中心62 楼，成立日期1991年4月9日，上市日期2010年2月26日，公司主营业务涉及包括财富管理业务、机构服 务 ...

Group 1 - The core idea emphasizes the importance of foundational knowledge in investment and fund selection, suggesting that solid fundamentals are crucial for successful investing [2] Group 2 - The article discusses how index sample adjustments can impact individual stock prices, highlighting that changes in component stocks may amplify short-term volatility [3] - It explains that when component stocks are adjusted, index funds typically modify their weights to minimize tracking error, which affects the stocks being added to the index [3]

Group 1 - The core point of the article highlights the recent decline in the stock price of Changchuan Technology, which fell by 5.35% to 98.55 CNY per share, with a trading volume of 7.724 billion CNY and a turnover rate of 15.42%, resulting in a total market capitalization of 62.132 billion CNY [1] - Changchuan Technology, established on April 10, 2008, and listed on April 17, 2017, specializes in the research, production, and sales of integrated circuit equipment, with its main revenue sources being testing machines (57.68%), sorting machines (32.73%), and others (9.59%) [1] Group 2 - From the perspective of major fund holdings, one fund under Xinhua Fund has a significant position in Changchuan Technology, specifically the Xinhua External Growth Theme Flexible Allocation Mixed Fund (003238), which held 44,400 shares in the second quarter, accounting for 1.24% of the fund's net value, ranking as the seventh-largest holding [2] - The Xinhua External Growth Theme Flexible Allocation Mixed Fund (003238) was established on March 2, 2017, with a current size of 161 million CNY. Year-to-date, it has achieved a return of 21.64%, ranking 4406 out of 8167 in its category; over the past year, it has returned 32.32%, ranking 3736 out of 8010; and since inception, it has returned 141.56% [2] - The fund manager, Deng Yue, has been in position for 8 years and 57 days, managing total assets of 551 million CNY, with the best fund return during his tenure being 91.22% and the worst being -56.26% [2]

截至发稿，王霆累计任职时间6年122天，现任基金资产总规模3560.5万元，任职期间最佳基金回报 78.1%， 任职期间最差基金回报6.09%。 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。 数据显示，浙商证券资管旗下1只基金重仓天孚通信。浙商汇金先进制造混合（013145）二季度持有股 数1.52万股，占基金净值比例为3.41%，位居第八大重仓股。根据测算，今日浮亏损失约13.45万元。 浙商汇金先进制造混合（013145）成立日期2021年8月16日，最新规模3560.7万。今年以来收益 39.39%，同类排名2152/8167；近一年收益65.39%，同类排名1156/8010；成立以来收益3.23%。 浙商汇金先进制造混合（013145）基金经理为王霆。 9月30日，天孚通信跌5.03%，截至发稿，报167.24元/股，成交31.98亿元，换手率2.40%，总市值 1300.15亿元。 资料显示，苏州天孚光通信股份有限公司位于江苏省苏州市高新区长江路695号，成 ...

Core Viewpoint - Nanda Optoelectronics experienced a 5.08% increase in stock price, reaching 44.03 CNY per share, with a trading volume of 1.945 billion CNY and a turnover rate of 6.88%, resulting in a total market capitalization of 30.432 billion CNY [1] Company Overview - Jiangsu Nanda Optoelectronics Materials Co., Ltd. is located in Suzhou Industrial Park, Jiangsu Province, and was established on December 28, 2000, with its listing date on August 7, 2012 [1] - The company specializes in the production, research, and sales of advanced electronic materials, with applications in integrated circuits, flat panel displays, LEDs, third-generation semiconductors, photovoltaics, and semiconductor lasers [1] - The revenue composition of the main business includes: specialty gas products 60.95%, precursor materials (including MO sources) 27.80%, others 7.02%, and additional 4.23% [1] Shareholder Information - Nanda Optoelectronics has a significant shareholder in the form of the Southern Fund, which has a fund that entered the top ten circulating shareholders, holding 10.2679 million shares, accounting for 1.56% of circulating shares [2] - The Southern CSI 500 ETF (510500) has achieved a return of 30.2% year-to-date and 43.13% over the past year, ranking 1800 out of 4220 and 1608 out of 3846 respectively [2] Fund Performance - The Southern CSI Semiconductor Industry Index Initiated A (020839) increased its holdings in Nanda Optoelectronics by 65,800 shares, now holding 227,400 shares, which constitutes 4% of the fund's net value [4] - The fund has recorded a year-to-date return of 62.07% and a one-year return of 111.53%, ranking 273 out of 4220 and 86 out of 3846 respectively [4]

数据显示，南方基金旗下1只基金位居万兴科技十大流通股东。南方中证1000ETF（512100）二季度增 持26.92万股，持有股数142.9万股，占流通股的比例为0.83%。根据测算，今日浮盈赚取约584.46万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益27.27%，同 类排名2099/4220；近一年收益47.41%，同类排名1424/3846；成立以来收益12.63%。 9月30日，万兴科技涨5.63%，截至发稿，报76.80元/股，成交2.76亿元，换手率2.12%，总市值148.48亿 元。 资料显示，万兴科技集团股份有限公司位于广东省深圳市南山区粤海街道海天二路软件产业基地5栋D 座10楼,香港湾仔皇后大道东248号大新金融中心40楼，成立日期2003年9月28日，上市日期2018年1月18 日，公司主营业务涉及视频创意、绘图创意、文档创意、实用工具类软件产品与服务的设计、研发、销 售和运营。主营业务收入构成为：视频创意类67.43%，实用工具类19.03%，文档创意类7.34%，绘图创 意类5.82%，其他0.38%。 从万兴科技 ...

"我想买基金，但该去银行还是用手机APP？""听说基金能赚钱，可万一亏了怎么办？"在基金投资热度持续升温的当下，这类问题每天被重复提问。基金作 为门槛低、选择多的理财工具，确实为普通人打开了财富增值的大门，但渠道选错可能多交手续费，风险忽视则可能血本无归。 本文将用"场景化语言+数据支撑"，拆解基金购买的四大核心渠道与三大关键风险，帮你找到最适合自己的投资路径。 基金销售渠道已从单一的银行柜台，发展为银行、证券公司、基金公司直销、第三方平台"四足鼎立"的格局。不同渠道在手续费、产品丰富度、服务专业性 上差异显著，投资者需根据自身需求匹配。 1. 银行：中老年投资者的"安全牌" 银行是基金销售的传统主力军，2023年数据显示，国有大行代销基金规模占全市场35%。其核心优势在于： 适用场景：追求安全、需要人工指导的中老年投资者，或购买银行定制的专属理财基金（如某银行与基金公司合作的"养老目标基金"）。 案例：2023年AI行情爆发时，某投资者通过证券公司APP买入科创50ETF，3个月收益达25%，而同期主动管理型科技基金平均收益仅18%（因ETF紧密跟踪 指数，费用更低）。 3. 基金公司直销："省钱+专属"的 ...