天天基金 | 链接您与财富 复盘A股历史三轮大行情 牛市时基金投资要注意什么 | 21世纪以来的三次牛市 2013.6-2015.6 2019.1-2021.2 2005.6-2007.10 大盘涨幅501% 大盘涨幅163% 大盘涨幅49% 涨幅前五的板块: 涨幅前五的板块: 涨幅前五的板块: 1.计算机 > 1.食品饮料 1.有色金属 2.非银金融 2.社会服务 2.传媒 3.电力设备 3.国防军工 3.通信 4.房地产 4.美容护理 4.纺织服饰 5.电子 7,000 5.电力设备 5.国防军工 6,000 5.000 4.000 3.000 2.000 1.000 2008-01-04 2009-01-04 2007-01-04 2012-01-04 2019-01-04 2011-01-04 2013-01-04 2015-01-04 2016-01-04 024-01-04 2020-01-04 2010-01-04 2014-01-04 2017-01-04 2018-01-04 2021-01-04 023-01-04 006-01-0 022-01-0 025-01-0 005-01-0 | ...

Market Performance - The Shanghai Composite Index reached a new high for the year on August 11, while the ChiNext Index rose nearly 2% [1] - The lithium battery industry chain experienced a significant surge, with various ETFs related to new energy vehicles increasing by over 3.6% [1] ETF Performance - The New Energy Vehicle ETF (515030) rose by 3.68% to a price of 1.351, with a trading volume of 140.1 million [2] - The New Energy Automobile ETF (516390) increased by 3.67% to 0.734, with a trading volume of 289,054 [2] - The Rare Metals ETF (159824) also saw a rise of 3.67%, reaching a price of 0.904, with a trading volume of 153,626 [2] - Other notable ETFs included the Lithium Battery ETF (159840) and the Battery 50 ETF (159796), both increasing by 3.11% [2] Fund Investment Tools - The Sina Finance APP has emerged as a leading financial information platform, covering 98% of fund products and monitoring over 3,000 funds [4] - The app offers a "Target Fund Search" tool that allows users to input personalized investment criteria to find suitable funds [5] - The app integrates trading functions, enabling users to complete transactions directly within the platform [6] - The intelligent investment feature adjusts investment amounts based on market conditions, enhancing investment strategies [7] Community and Professional Insights - The app provides a "three-tier content funnel" system, offering insights from fund managers and in-depth reports to support investment decisions [8] - Community interaction features, such as real-time comments and trending topics, enhance user engagement and information sharing [8] - The app allows users to customize their service modules based on individual preferences, improving overall user experience [10]

Core Viewpoint - Southern Fund expresses confidence in the long-term healthy and stable development of China's capital market by investing its proprietary funds into various equity funds [1] Investment Details - Southern Fund Management Co., Ltd. has recently invested a total of no less than 230 million yuan into the following equity funds: - Southern CSI A500 ETF Linked A (code 022434) - Southern S&P China A-Share Large Cap Dividend Low Volatility 50 ETF Linked A (code 008163) - Cash Flow ETF Southern (code 159232) [1] - The company commits to holding these investments for at least one year [1]

Group 1: ETF Market Insights - Innovative drug sector experiences a high-level correction, leading to increased inflows into ETFs, with over 3 billion yuan net inflow in the past week and record high shares [1] - As of the end of July, the number of ETFs listed on the Shanghai Stock Exchange reached 719, with a total scale exceeding 3.3 trillion yuan, including over 140 billion yuan in dividend ETFs and over 370 billion yuan in bond ETFs [1] - Year-to-date, the Shanghai market has seen cumulative net inflows into ETFs exceeding 400 billion yuan, indicating a continued influx of funds into index-based tools [1] Group 2: Fund Performance Overview - The overall market saw an increase last week, with the Shanghai Composite Index rising by 2.11%, the Shenzhen Component Index by 1.25%, and the ChiNext Index by 0.49% [2] - The top three performing sectors were defense and military, non-ferrous metals, and machinery equipment, with increases of 7.27%, 5.83%, and 5.38% respectively [2] - Conversely, the pharmaceutical, commercial trade, and computer sectors experienced declines of 0.45%, 0.16%, and 0.15% respectively [2] Group 3: Top Performing Funds - The best-performing fund last week was the China Ocean Charm Yangtze River Delta Flexible Allocation Mixed Fund, with a weekly increase of 10.7991% [3] - In the stock fund category, the top performer was the E Fund CSI Hong Kong and Shanghai Gold Industry Stock Index A, with a weekly increase of 9.0552% [3] - The leading bond fund was the Bosera Convertible Bond Enhanced Bond E, with a weekly increase of 4.1727% [3] Group 4: New Fund Launches - A total of 71 new funds were launched last week, with the largest fundraising target being the Huashang CSI 300 Index Enhanced A Fund, aiming for 8 billion yuan [1][5] - The majority of the new funds were mixed funds, with 17 launched, while 64 funds distributed dividends, primarily bond funds [1][5] - The fund with the highest dividend payout was the ICBC Credit Suisse Clean Energy Closed-End Infrastructure Securities Investment Fund, distributing 6.0000 yuan per 10 fund shares [1]

Core Viewpoint - The article provides a comprehensive overview of the updated active fund manager pool information, focusing on various metrics such as investment style, stock allocation, industry preference, turnover rate, valuation of major holdings, concentration of holdings, and fund size [3][32]. Group 1: Fund Manager Information - The article lists various fund managers along with their respective funds, categorized by investment style such as value, growth, and balanced [2][4]. - It highlights the experience of fund managers, indicating that many have been in the industry for several years, which is crucial for navigating different market cycles [39][41]. Group 2: Fund Metrics - The article discusses key metrics to consider when evaluating funds, including stock allocation, which typically ranges from 85% to 90% for active funds [43][44]. - It emphasizes the importance of industry preference, noting that fund managers often focus on specific sectors where they have expertise [48][50]. - The concentration of holdings is also addressed, with a higher concentration indicating greater potential volatility [53]. Group 3: Valuation and Performance Indicators - The article mentions the valuation of major holdings, suggesting that growth-style funds tend to have higher valuations compared to value-style funds [58]. - It discusses turnover rates, indicating that a turnover rate below 200% is considered low for active funds, which can be influenced by changes in fund size [61][62]. - Fund size is highlighted as a critical factor, with larger funds potentially facing challenges in achieving excess returns due to management difficulties [63][68]. Group 4: Fund Reports and Insights - The article outlines the types of periodic reports available for funds, with annual reports containing the most comprehensive information [32]. - It suggests focusing on factors that impact fund performance, such as investment style, industry preference, and the fund manager's insights on market conditions [32][66].

Core Viewpoint - The article discusses the phenomenon of "earning the index but not making money," highlighting the structural divergence in the market where overall indices may rise while specific sectors or funds lag behind [3][4]. Group 1: Market Dynamics - The market has experienced a structural divergence, where the overall index may rise, but specific sectors or funds may not perform similarly, leading to a situation where investors feel they are not benefiting despite market gains [3]. - Even with a market rebound, those who bought at high points (e.g., late 2020 or early 2021) may find that the current rebound is insufficient to cover their previous losses [4]. - Fund managers may temporarily underperform due to their investment strategies not aligning with current market trends, which does not necessarily indicate a failure of their strategies [5]. Group 2: Investment Strategies - Investors are encouraged to understand their holdings, the reasons for underperformance, and the reliability of the fund manager's logic before making decisions [8]. - If the long-term logic remains sound, such as trends in Chinese consumption upgrades or technological innovation, current downturns may be viewed as valuation corrections rather than fundamental failures [8]. - For those who bought at high points, a longer recovery period is expected, and strategies like dollar-cost averaging through regular investments can help mitigate losses [8]. Group 3: Actionable Steps - The article suggests three steps to overcome the challenge of "earning the index but not making money," emphasizing the importance of understanding one's investments and the market context [6]. - It highlights the use of intelligent investment tools, such as the "Smart Investment" feature in the app, which aids in managing investments more effectively by optimizing buying and selling strategies [10]. - The article advocates for a disciplined approach to investing, focusing on long-term value and resisting the urge to sell during downturns [14]. Group 4: Mindset and Patience - Investors are reminded that investment is a long-term endeavor, requiring patience and discipline to navigate market fluctuations [14]. - It emphasizes the importance of focusing on individual investment logic and plans rather than comparing oneself to others, as each investor's situation is unique [15]. - The article concludes with a message of resilience, suggesting that current struggles may ultimately strengthen an investor's ability to face future market challenges [15].

Core Viewpoint - Sichuan Shuangma is actively involved in the pharmaceutical sector through direct investments and participation in funds, focusing on biopharmaceuticals and innovative technologies [1] Group 1: Direct Investments - The company’s direct investment primarily targets biopharmaceutical research and production enterprises, specifically Shenzhen Jianyuan, which specializes in the development and production of peptide raw materials and contract development and manufacturing (CDMO) [1] - Shenzhen Jianyuan also engages in the research and production of beauty peptides, indicating a diverse product range within the biopharmaceutical sector [1] Group 2: Fund Participation - Sichuan Shuangma participates in the Shanghai Hexie Huizi Fund, which adopts a venture capital strategy aimed at investing in cutting-edge technology innovation companies, particularly in new drug development and biotechnology [1] - The focus on biopharmaceutical funds highlights the company's commitment to advancing in the pharmaceutical industry through strategic investments [1]

Group 1 - The core point of the article highlights the recent decline of Xian Global Printing Co., Ltd., which has seen a cumulative drop of -16.44% over five consecutive trading days [1] - Xian Global Printing is a state-controlled joint venture invested by Shaanxi Pharmaceutical Holdings Group Co., Ltd., officially listed on the Shenzhen Stock Exchange on June 8, 2016, and operates in various sectors including pharmaceutical packaging and blockchain technology [1] - The financial report indicates that Jinyuan Shun'an Fund's Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund has entered the top ten shareholders of Global Printing, marking its new entry in the first quarter of this year with a year-to-date return of 28.72%, ranking 221 out of 2291 in its category [1] Group 2 - The fund manager of Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund is Miao Weibin, who has a master's degree in economics from Fudan University and has held various positions in asset management and investment [3][4] - Miao Weibin has managed the Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund since November 14, 2017, achieving a remarkable return of 501.15% during his tenure [4] - Jinyuan Shun'an Fund Management Co., Ltd. was established in November 2006, with Jinyuan Securities Co., Ltd. holding a 51% stake and Shanghai Qianyi Information Consulting Service Co., Ltd. holding 49% [4]

Group 1 - The article emphasizes that funds are suitable investment products for ordinary people [2][3] - It introduces a free course aimed at helping beginners understand fund investment from scratch [2][3] - The course includes notes and mind maps to facilitate efficient learning [2][3] Group 2 - The article discusses the importance of long-term holding and the ability to navigate market fluctuations [3][5] - It highlights that practical investment experience is crucial, comparing it to learning to swim [5] - The article encourages early investment, even with small amounts, to gradually build experience [6]

一、交易提示 多头氛围升温，私募全面转守为攻。最新数据显示，中国对冲基金经理A股信心指数升至125.52，连续两月上扬。受访经理 中，56.9%明确看多，6.9%极度乐观，仅个位数选择谨慎；操作上，加仓与维持高仓位成为主流，权益资产进攻态势凸 显。 单基金方面，剔除掉 创新封基类型 基金的影响，08月05日业绩表现最好的基金为华泰柏瑞港股通医疗精选混合C，日增长 率为4.6793%，其次为华泰柏瑞港股通医疗精选混合A，日增长率为4.6778%、平安港股通医疗创新精选混合A，日增长率 为4.6128%。 金融界8月5日消息 A股午后上扬,沪指收复3600点。截至收盘,沪指涨0.96%,报3617.6点,深成指涨0.59%,报11106.96点,创业板 指涨0.39%,报2343.38点,科创50指数涨0.4%,报1053.65点。沪深两市合计成交额15960.81亿元,沪指再创年内收盘新高。 二、基金要闻 （1）08月05日新发基金共有5只，主要为股票型基金，其中交银施罗德恒生港股通创新药精选指数A募集目标金额达未公 布亿元；基金分红14只，多为债券型，派发红利最多的基金是嘉合磐益纯债债券型证券投资基金，每10 ...