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。 #螺丝钉小知识 und 银行螺丝钉 月薪宝、365天投顾组合，是怎 么止盈的? 月薪宝、365天投顾组合,自带低买高卖 的策略。 (1) 月薪宝投顾组合 月薪宝投顾组合，股债比例长期保持在 40:60左右。 · 熊市的时候,会把债券基金赎回，加仓 股票基金。 · 牛市的时候,会止盈股票基金,加仓债 券基金。 这个操作,是投顾组合自动完成的，不 需要投资者操作，比较省心省力。 在2024年2月，以及2025年7月，月薪宝 就分别做了两次再平衡调仓，为组合贡 献了不错的收益。 组合于是进行了调仓: ·止盈部分股票，加仓债券，恢复比例; ·卖出部分规模不足2亿的基金,避免遇 到清盘。 调仓后,组合中的股票与可转债类资产 比例,从17%降至14%;债券 ...

Core Viewpoint - Fengshan Group (603810.SH) plans to invest 15 million yuan as a limited partner in the Cixi Zhuoyuan Xingyu No. 2 Venture Capital Fund, acquiring a 29.99% share of the total investment [1] Investment Details - The investment will be funded from the company's own resources, and the risk undertaken as a limited partner is limited to the amount invested [1] - The investment is not expected to have a substantial impact on the company's daily operations [1] - After the investment is completed, Cixi Zhuoyuan will not be included in the company's consolidated financial statements [1] Strategic Intent - The investment aims to leverage the resources and investment experience of professional institutions to expand the company's investment channels and achieve reasonable returns [1] - This move aligns with the overall development needs of the company and is in the interest of all shareholders [1]

Core Viewpoint - Fengshan Group (603810.SH) plans to invest 15 million yuan as a limited partner in the Cixi Zhuoyuan Xingyu No. 2 Venture Capital Fund, acquiring a 29.99% share of the total investment [1] Investment Details - The investment will be funded from the company's own resources, and the risk associated with this investment is limited to the amount contributed [1] - The investment will not have a substantial impact on the company's daily operations, and after completion, the Cixi Zhuoyuan will not be included in the company's consolidated financial statements [1] Strategic Intent - The investment aims to leverage the resources and investment experience of professional institutions to expand the company's investment channels and achieve reasonable returns [1] - This move aligns with the overall development needs of the company and is in the interest of all shareholders [1]

Group 1 - The core viewpoint of the news is that Liding Optoelectronics has seen a stock price increase of 4.2% on February 3, reaching 42.44 yuan per share, with a total market capitalization of 17.429 billion yuan [1] - Liding Optoelectronics has experienced a cumulative increase of 5.7% over the past three days, indicating positive market sentiment [1] - The company specializes in the design, production, and sales of optical lenses, with 92.42% of its revenue coming from lens sales [1] Group 2 - Among the top ten circulating shareholders, the fund "Jiaoyin Growth Mixed A" has entered the list, holding 570,700 shares, which is 0.14% of the circulating shares [2] - The fund has generated a floating profit of approximately 976,000 yuan today and a total of 1.3069 million yuan during the three-day price increase [2] - The fund manager, Xu Senzhou, has a tenure of 1 year and 26 days, with the fund's total asset scale at 3.303 billion yuan [2]

Market Overview - The overall market maintained a high-level consolidation trend, with A-shares' total monthly trading volume exceeding 60 trillion yuan, reaching a historical high of 60.89 trillion yuan in January 2026 [1][7] - Following the end of January earnings forecasts, February is expected to be a fundamental gap period, and with liquidity remaining relatively abundant before the Spring Festival, the market may enter a core bullish phase [1][7] ETF Performance - The Huatai-PB CSI 300 ETF (510300) saw a significant increase in trading activity, with an average daily trading volume of 21.369 billion yuan from mid-January to January 30, 2026, and a peak trading volume of 40.1 billion yuan on January 28, marking a historical high since its inception [1][8] - The ETF and its linked funds (Class A 460300/Class C 006131) have the lowest annual management fee rate of 0.15% and annual custody fee rate of 0.05% in the A-share market, providing a cost-effective option for long-term investment in core A-share assets [1][8] Fund Management and Returns - As of January 30, 2026, the Huatai-PB CSI 300 ETF had a total size of 229.5 billion yuan and has generated cumulative profits of approximately 143.5 billion yuan for its holders since its establishment on May 4, 2012, making it one of the few equity funds in the A-share market with profits exceeding 100 billion yuan [3][9] - The fund has distributed dividends 14 times over 14 years, totaling 26.39 billion yuan [3][9] Diversified Investment Strategies - The Huatai-PB CSI 300 ETF serves as a practical tool for diversified strategy investments, being the only underlying asset for the Shanghai Stock Exchange's CSI 300 ETF options contracts and an important financing and margin trading target [2][8] - The fund management company, Huatai-PB Fund, is one of the first ETF managers in China, with over 19 years of experience in managing dividend-themed index investments, creating a diverse range of products across the Shanghai-Hong Kong-Shenzhen markets [3][9] Dividend-Focused Products - The Huatai-PB Dividend ETF (510880) is the first dividend-themed index fund in the A-share market, having distributed a total of 5.18 billion yuan in dividends over 19 years [4][10] - The Huatai-PB Low Volatility Dividend ETF (512890) is the only low-volatility dividend ETF in the market with a size exceeding 20 billion yuan, while the Huatai-PB Central Enterprise Dividend ETF (561580) is the first ETF combining "central enterprises" and "dividends" themes [4][10]

"预见2026：李稻葵开年经济大家谈"于2月2日举行。兴业银行首席经济学家鲁政委表示，在基金投资领 域，投资者能否通过基金在资本市场盈利，核心取决于两大因素：一是基金持有时间，二是合理的预期 收益。 他引用巴菲特的观点强调，年化收益达到6%-7%已属不错水平，超过10%则更为理想。同时，鲁政委也 警示风险，称在中国资本市场，若以指数为参考，任何指数在十年周期内都可能经历超过30%乃至接近 50%的跌幅。若投资者面对如此大幅下跌时无法保持冷静，建议谨慎参与市场。 "预见2026：李稻葵开年经济大家谈"于2月2日举行。兴业银行首席经济学家鲁政委表示，在基金投资领 域，投资者能否通过基金在资本市场盈利，核心取决于两大因素：一是基金持有时间，二是合理的预期 收益。 他引用巴菲特的观点强调，年化收益达到6%-7%已属不错水平，超过10%则更为理想。同时，鲁政委也 警示风险，称在中国资本市场，若以指数为参考，任何指数在十年周期内都可能经历超过30%乃至接近 50%的跌幅。若投资者面对如此大幅下跌时无法保持冷静，建议谨慎参与市场。 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目 ...

声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 鑫元消费甄选混合发起A（017467）基金经理为姚启璠。 截至发稿，姚启璠累计任职时间217天，现任基金资产总规模4877.99万元，任职期间最佳基金回报 0%， 任职期间最差基金回报-0.29%。 从基金十大重仓股角度 数据显示，鑫元基金旗下1只基金重仓世纪华通。鑫元消费甄选混合发起A（017467）四季度增持9.71万 股，持有股数18.96万股，占基金净值比例为8.33%，位居第三大重仓股。根据测算，今日浮盈赚取约 1.71万元。连续3天上涨期间浮盈赚取21.99万元。 鑫元消费甄选混合发起A（017467）成立日期2023年3月24日，最新规模1059.04万。今年以来收益 8.14%，同类排名2561/9000；近一年亏损16.46%，同类排名8189/8193；成立以来亏损45.25%。 2月2日，世纪华通涨0.46%，截至发稿，报19.85元/股，成交50.78亿元，换手 ...

Group 1 - The core viewpoint of the news is that Honggong Technology's stock has experienced a decline of 5%, with a current price of 166.00 yuan per share and a total market capitalization of 13.28 billion yuan [1] - Honggong Technology, established on August 14, 2008, specializes in the research, production, and sales of automated processing lines and equipment for bulk materials, with 90.78% of its revenue coming from lithium battery production lines and equipment [1] - The trading volume for Honggong Technology reached 175 million yuan, with a turnover rate of 6.19% [1] Group 2 - Among the top circulating shareholders of Honggong Technology, a fund under China Ocean Fund has increased its holdings by 37,800 shares, now holding a total of 263,100 shares, which represents 1.67% of the circulating shares [2] - The China Ocean Energy Strategy Mixed Fund (398021) has a current scale of 928 million yuan and has achieved a year-to-date return of 15.65% [2] - The fund manager, Yao Chenxi, has been in position for nearly 11 years, with the best fund return during this period being 89.22% [3]

Group 1 - The total scale of credit bond ETFs is 521.1 billion yuan, with a daily decrease of 1.95 billion yuan, including a decrease of 0.3 billion yuan for benchmark market-making ETFs and 2.36 billion yuan for sci-tech bond ETFs [1] - The median weighted duration is 3.2 years, indicating the sensitivity of the ETFs to interest rate changes [1] - The overall transaction amount is 189 billion yuan, with an average single transaction amount of 6.47 million yuan, and a median turnover rate of 27.7% [1] Group 2 - As of January 30, 2026, the company bond ETF (511030) increased by 0.01%, with the latest price at 106.91 yuan, and a cumulative increase of 1.52% over the past year [3] - The liquidity of the company bond ETF shows a turnover of 7.65% and a transaction volume of 2.613 billion yuan, with an average daily transaction of 2.895 billion yuan over the past week [3] - The latest scale of the company bond ETF reached 34.184 billion yuan, marking a new high in nearly a year [3] Group 3 - The latest inflow and outflow of funds for the company bond ETF are balanced, with a total "absorption" of 24.5929 million yuan over the past five trading days [3] - Leveraged funds continue to position themselves, with the latest financing purchase amounting to 9.0128 million yuan and a financing balance of 5.7167 million yuan [3] - The maximum drawdown for the company bond ETF this year is 0.03%, with a recovery period of 7 days [3] Group 4 - The tracking error for the company bond ETF over the past month is 0.007%, indicating high tracking accuracy [4] - The ETF closely tracks the China Bond - Medium to High Grade Corporate Bond Spread Factor Index, which reflects the trends in the RMB bond market [4] - The index is based on AAA-rated corporate bonds and is adjusted quarterly, providing a benchmark for investment performance [4]

| 单里申购金额(元,合中的费,M) | 印刷费率 | | --- | --- | | M<100万 | 0.80% | | 100万点M≥3007 | 0.60% | | 300 7)≤M<5007] | 0.40% | | Mason 7 | 1,000元/超 | | 特有期限(N) | 时间费率: | | --- | --- | | N=7天 | 1.50% | | 7天都N=30天: | 1.00% | | 10天=N=180天 | 0.50% | | Na180天 | | | 基金名称 | 图影视通知动开放播进展合型发起式逐今找快播企 | | --- | --- | | 法國國家 | 国家市通新道外双语与能合发展 | | 第全集代码 | 006562 | | 新公式作为式 | 知的股开放到 | | 最念全国共数日 | 2026年1月20日 | | 基金管理人名称 | 上海国集等通证券资产管理有限公司。 | | 蛋会托管人名称 | 中国建设银行股份有限公司 | | 新会注册登记账款名称 | 上海国家高酒店等位产管理有限公司 | | 公告作服 | 《公开紧集证券投资基金运作管理办法》,《公开联集团券投资 ...