基金投资

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福事特股价涨5.58%,诺安基金旗下1只基金位居十大流通股东,持有42.6万股浮盈赚取73.71万元
Xin Lang Cai Jing· 2025-09-26 02:54
9月26日,福事特涨5.58%,截至发稿,报32.75元/股,成交8337.00万元,换手率8.34%,总市值34.06亿 元。 资料显示,江西福事特液压股份有限公司位于江西省上饶经济技术开发区江家大道51号,成立日期2005 年4月8日,上市日期2023年7月25日,公司主营业务涉及液压管路系统研发、生产及销售。主营业务收 入构成为:硬管总成60.79%,车载灭火系统19.19%,油箱总成17.86%,其他(补充)2.15%。 从福事特十大流通股东角度 诺安多策略混合A(320016)基金经理为孔宪政、王海畅。 截至发稿,孔宪政累计任职时间4年305天,现任基金资产总规模46.07亿元,任职期间最佳基金回报 69.77%, 任职期间最差基金回报-16.74%。 王海畅累计任职时间3年67天,现任基金资产总规模25.29亿元,任职期间最佳基金回报57.83%, 任职 期间最差基金回报-18.8%。 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。 责任编辑:小浪快报 数据显 ...
航发科技股价涨5.29%,富国基金旗下1只基金位居十大流通股东,持有443.6万股浮盈赚取607.73万元
Xin Lang Cai Jing· 2025-09-26 02:52
9月26日,航发科技涨5.29%,截至发稿,报27.26元/股,成交1.51亿元,换手率1.73%,总市值89.99亿 元。 富国中证军工龙头ETF(512710)基金经理为王乐乐、牛志冬。 截至发稿,王乐乐累计任职时间10年51天,现任基金资产总规模398.66亿元,任职期间最佳基金回报 102.99%, 任职期间最差基金回报-97.19%。 牛志冬累计任职时间10年140天,现任基金资产总规模201.31亿元,任职期间最佳基金回报125.01%, 任职期间最差基金回报-88.81%。 从基金十大重仓股角度 从航发科技十大流通股东角度 数据显示,富国基金旗下1只基金位居航发科技十大流通股东。富国中证军工龙头ETF(512710)二季 度增持144.08万股,持有股数443.6万股,占流通股的比例为1.34%。根据测算,今日浮盈赚取约607.73 万元。 富国中证军工龙头ETF(512710)成立日期2019年7月23日,最新规模119.14亿。今年以来收益 10.41%,同类排名3525/4220;近一年收益31.75%,同类排名2887/3824;成立以来收益37.21%。 数据显示,富国基金旗下1只基金 ...
豪迈科技股价连续3天上涨累计涨幅5.9%,民生加银基金旗下1只基金持9100股,浮盈赚取3.09万元
Xin Lang Cai Jing· 2025-09-25 07:28
Group 1 - The core viewpoint of the news is that Haomai Technology has seen a continuous increase in stock price, with a 5.9% rise over the last three days, reaching a price of 61.07 yuan per share and a market capitalization of 48.856 billion yuan [1] - Haomai Technology, established on March 31, 1995, specializes in the production and sales of automotive radial tire molds and tire manufacturing equipment, with its main business revenue composition being 49.91% from molds, 36.98% from large component machinery products, 9.62% from CNC machine tools, and 3.49% from other sources [1] - The trading volume for Haomai Technology was 202 million yuan, with a turnover rate of 0.42% [1] Group 2 - Minsheng Jia Yin Fund has a significant holding in Haomai Technology, with its Minsheng Jia Yin CSI 500 Index Enhanced Fund A (012926) holding 9,100 shares, accounting for 0.82% of the fund's net value, making it the third-largest holding [2] - The fund has achieved a year-to-date return of 30.63% and a one-year return of 56.49%, ranking 1705 out of 4220 and 1595 out of 3820 respectively in its category [2] - The fund manager, He Jiang, has a tenure of 14 years and 128 days, with a total fund asset size of 770 million yuan, while the co-manager, Zhou Shuai, has a tenure of 2 years and 106 days, managing assets of 351 million yuan [2]
不敢投资的人,注定一辈子打工
Sou Hu Cai Jing· 2025-09-25 03:52
Group 1 - The core argument is that individuals who do not invest are destined to work for others their entire lives, as relying solely on salary does not lead to financial freedom [1][5] - High salaries are insufficient for achieving wealth, as expenses such as mortgages, education, and elder care consume earnings, leaving little for savings or investment [1][3] - Savings in traditional accounts yield low interest rates (2%) while inflation rates (3%-5%) erode purchasing power, making saving a losing strategy over time [1][3] Group 2 - The real estate market has become unpredictable, with high entry barriers in first-tier cities and oversupply in second and third-tier cities, making property investment less reliable for wealth generation [3] - The investment market shows that those who invest in index funds have seen significantly higher returns compared to savings, with long-term holders achieving wealth doubling [3][5] - The narrative emphasizes that the fear of investment losses is less dangerous than the fear of not investing at all, which limits opportunities for financial growth [5] Group 3 - A recommended investment strategy includes diversifying funds: keeping some in banks for safety, investing in stable assets like real estate, and allocating a portion to long-term stock market investments, with a small amount for high-risk assets like cryptocurrencies [5]
每日钉一下(估值百分位,看多少年的数据更合适?)
银行螺丝钉· 2025-09-24 13:38
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。 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。 估值百分位,看多少年的数据更 合适? 有朋友问,查询估值百分位数据的时 候,有的平台同时有3年、5年、10年的 百分位数据,选择哪个比较好? 实际上跟多少年没关系,主要看估值百分 位的历史数据,有没有覆盖历史上的极端 大熊市。 特别是在看百分位底部的时候,有没有 覆盖到熊市的位置。 比如过去的十几年,A股经典的几次大熊 市,像2012-2014年是大盘股历史最低估 #螺丝钉小知识 wnl 银行螺丝钉 ▼点击阅读原 文,免费学习大额家庭资产配置课程 ...
私募排排网|基金投资入门与实战技巧 (公募基金怎么买新手入门)
Xin Lang Ji Jin· 2025-09-24 09:39
Group 1 - The core concept of the article is to provide a comprehensive guide for beginners on how to invest in public funds, emphasizing the importance of understanding fund types and avoiding common pitfalls [2][3][4] - Public funds are defined as investment vehicles that pool money from multiple investors to create a diversified portfolio managed by professional fund managers [3][4] - Key advantages of investing in public funds include professional management, risk diversification, low entry thresholds, and good liquidity [4][5] Group 2 - Common types of public funds include money market funds, bond funds, stock funds, mixed funds, and QDII funds, each with distinct risk and return characteristics [6][19] - Money market funds are low-risk and high-liquidity options suitable for short-term cash management [7][9] - Bond funds typically offer lower risk and stable returns, making them suitable for conservative investors [10][12] - Stock funds are characterized by high risk and potential for significant returns, ideal for long-term capital appreciation [13][15] - Mixed funds provide a balance between stocks and bonds, allowing for flexible asset allocation [16][18] Group 3 - The article outlines three core risks associated with fund investments: market risk, liquidity risk, and liquidation risk [21][22][23] - Common misconceptions among new investors include focusing solely on past performance rankings, assuming cheaper funds are better, and frequently trading funds like stocks [24][25][27] - The article advises investors to consider long-term performance, fund manager stability, and appropriate fund selection based on individual risk tolerance [26][30][31] Group 4 - The investment journey is broken down into four steps: self-assessment, choosing an investment platform, selecting a good fund, and understanding investment methods and techniques [31][34][36] - Key techniques include dollar-cost averaging through regular investments, which helps mitigate market timing risks and encourages disciplined saving [40][41] Group 5 - Establishing a rational investment mindset is crucial, including accepting the coexistence of risk and return, avoiding blind following of others' recommendations, and controlling the number of funds held to prevent over-diversification [42][43][44][45]
华润微股价连续3天上涨累计涨幅8.89%,建信基金旗下1只基金持24.06万股,浮盈赚取106.35万元
Xin Lang Cai Jing· 2025-09-24 07:14
Group 1 - The core viewpoint of the news is that China Resources Microelectronics has seen a significant increase in its stock price, with a 3.07% rise on September 24, reaching 54.12 yuan per share, and a total market capitalization of 71.846 billion yuan [1] - The stock has experienced a cumulative increase of 8.89% over the past three days, indicating strong market performance [1] - China Resources Microelectronics specializes in power semiconductors, smart sensors, and smart control products, with its main business revenue composition being 54.34% from products and solutions, 42.92% from manufacturing and services, and 2.74% from other sources [1] Group 2 - According to data from the top ten holdings of funds, China Resources Microelectronics is a significant holding in the Jianxin Fund, specifically in the Jianxin SSE STAR Market Composite ETF (589880), which held 240,600 shares, accounting for 0.91% of the fund's net value [2] - The fund has realized a floating profit of approximately 387,400 yuan today and a total of 1,063,500 yuan during the three-day increase [2] - The Jianxin SSE STAR Market Composite ETF was established on February 20, 2025, with a current scale of 1.248 billion yuan and a cumulative return of 31.06% since inception [2] Group 3 - The fund manager of the Jianxin SSE STAR Market Composite ETF is Ge Luyu, who has been in the position for 2 years and 274 days [3] - The total asset size of the fund is currently 1.477 billion yuan, with the best return during Ge Luyu's tenure being 39.22% and the worst return being 32.07% [3]
山推股份股价涨5.08%,国泰海通资管旗下1只基金重仓,持有6.58万股浮盈赚取3.29万元
Xin Lang Cai Jing· 2025-09-24 06:25
国泰君安高端装备混合发起A(017933)基金经理为李煜。 数据显示,国泰海通资管旗下1只基金重仓山推股份。国泰君安高端装备混合发起A(017933)二季度 持有股数6.58万股,占基金净值比例为4.7%,位居第五大重仓股。根据测算,今日浮盈赚取约3.29万 元。 国泰君安高端装备混合发起A(017933)成立日期2023年3月1日,最新规模807.71万。今年以来收益 15.17%,同类排名4997/8173;近一年收益23.36%,同类排名5629/7996;成立以来亏损4.1%。 9月24日,山推股份涨5.08%,截至发稿,报10.34元/股,成交5.83亿元,换手率4.35%,总市值155.11亿 元。 资料显示,山推工程机械股份有限公司位于山东省济宁市高新区327国道58号,香港铜锣湾勿地臣街1号 时代广场2座31楼,成立日期1993年12月14日,上市日期1997年1月22日,公司主营业务涉及建筑工程机 械、矿山机械、农田基本建设机械、收获机械及配件的研究、开发、制造、销售、租赁、维修及技术咨 询服务。主营业务收入构成为:工程机械主机产品73.25%,工程机械配件及其他19.45%,其他(补 充) ...
厦钨新能股价涨5.18%,嘉实基金旗下1只基金重仓,持有1000股浮盈赚取4350元
Xin Lang Cai Jing· 2025-09-24 06:01
Group 1 - The core viewpoint of the news is that Xiamen XTC New Energy Materials Co., Ltd. has seen a significant increase in its stock price, rising by 5.18% to 88.27 CNY per share, with a total market capitalization of 44.549 billion CNY [1] - The company specializes in the research, production, and sales of lithium-ion battery cathode materials, with its main revenue sources being lithium cobalt oxide (50.32%), ternary materials (45.89%), hydrogen energy materials (3.07%), and others (0.72%) [1] - The company was established on December 20, 2016, and went public on August 5, 2021, indicating a relatively recent entry into the market [1] Group 2 - From the perspective of fund holdings, one fund under Jiashi Fund has a significant position in Xiamen XTC New Energy, with Jiashi CSI Battery Theme ETF holding 1,000 shares, accounting for 0.03% of the fund's net value [2] - The Jiashi CSI Battery Theme ETF has shown strong performance this year, with a return of 48.19% and a ranking of 556 out of 4,220 in its category [2] - The fund manager, Tian Guangyuan, has been in charge for over four years, achieving a best return of 137.06% during his tenure [3]
中晶科技股价涨5.02%,华润元大基金旗下1只基金重仓,持有7300股浮盈赚取1.34万元
Xin Lang Cai Jing· 2025-09-24 05:59
Group 1 - The core viewpoint of the news is that Zhongjing Technology has seen a stock price increase of 5.02%, reaching 38.50 CNY per share, with a total market capitalization of 4.99 billion CNY as of the report date [1] - Zhongjing Technology, established on January 25, 2010, specializes in the research, production, and sales of semiconductor silicon materials and products, with its main revenue sources being semiconductor monocrystalline silicon wafers (52.93%), power chips and devices (31.50%), monocrystalline silicon rods (14.06%), and others (1.50%) [1] Group 2 - From the perspective of fund holdings, Huaren Yuanda Fund has a significant position in Zhongjing Technology, with its fund "Huaren Yuanda Anxin Flexible Allocation Mixed A" holding 7,300 shares, accounting for 4.06% of the fund's net value, making it the sixth-largest holding [2] - The fund has achieved a year-to-date return of 17.7% and a one-year return of 35.97%, ranking 4609 out of 8173 and 4475 out of 7996 in its category, respectively [2] Group 3 - The fund manager of "Huaren Yuanda Anxin Flexible Allocation Mixed A" is Li Wuqin, who has a tenure of 9 years and 160 days, with the fund's total asset size at 17.6 million CNY and a best return of 101.12% during his tenure [3] - The co-manager, Hong Xiao, has been in the position for 97 days, managing assets of 647.77 thousand CNY, with a best return of 12.74% during his short tenure [3]