基金投资
Search documents
光大保德信量化核心证券投资基金恢复机构投资者大额申购、转换转入、定期定额投资的公告
Xin Lang Cai Jing· 2026-02-01 19:22
公告送出日期:2026年2月2日 2、其他需要提示的事项 自2026年2月3日起恢复本基金机构投资者的大额申购、转换转入、定期定额投资业务,取消本基金单个 机构投资者单日单个基金账户的累计申购、转换转入、定期定额投资金额的限制。如有疑问,请拨打本 公司客户服务电话4008-202-888或登陆本公司网站www.epf.com.cn获取相关信息。 本公告的解释权归本基金管理人。 特此公告。 2026年2月2日 MACD金叉信号形成,这些股涨势不错! 1、公告基本信息 ■ 风险提示: 本公司承诺以诚实信用、勤勉尽责的原则管理和运用基金资产,但不保证基金一定盈利,也不保证最低 收益。敬请投资人注意投资风险。投资者投资基金前应认真阅读基金的基金合同、更新的招募说明书等 法律文件,并选择适合自身风险承受能力的投资品种进行投资。 光大保德信基金管理有限公司 ...
【财富周刊】多家银行再度抬高积存金准入门槛,多只LOF基金暂停大额申购
Xin Lang Cai Jing· 2026-02-01 13:49
多家银行再度提高积存金准入门槛 随着金价不断上涨创出新高,继去年多家银行上调积存金的购买门槛后,2026年年初至今,又有工商银 行、农业银行等国有大行相继发布公告,进一步收紧积存金业务准入条件。 2月1日傍晚,白银基金——国投白银LOF发布公告宣布复牌。 公告称,国投白银LOF基金将于2026年2月2日开市起至当日10:30停牌,自2026年2月2日10:30复牌,复 牌后的交易按照《深圳证券交易所交易规则》的相关规定执行,价格涨跌幅限制比例为10%。 宽基ETF连续两周规模缩小 本周大资金继续撤退,宽基ETF规模再度缩水超4000亿元,全市场ETF总规模也跌至5.46万亿元。数量 方面,Wind数据显示,截至1月31日,本周新增7只ETF,其中股票型ETF达5只,剩余2只为跨境ETF; 至此,上市ETF总数量达1419只。 多只LOF基金暂停大额申购 1月30日晚间,包括黄金、原油等多只大宗商品类LOF公告大额限购,个别产品申购上限甚至低至单日2 元。有业内人士分析称,市场大跌时,相关基金可能因其主题或策略成为焦点,涌入大量短期抄底或投 机资金,而相关基金底层资产投入的是额度有限的QDII产品,难以新增投资 ...
打开账户,三个指标教你看清收益真相
雪球· 2026-02-01 05:06
Core Viewpoint - Understanding the three types of returns—cumulative return, money-weighted return, and time-weighted return—can help investors grasp how their investments are performing and the impact of their trading decisions [5][6]. Group 1: Cumulative Return - Cumulative return answers the question of whether the overall investment is profitable or not, providing a straightforward percentage of profit or loss [8][12]. - For example, if an investor puts in 50,000 in January and another 50,000 in July, ending the year with 120,000, the cumulative return would be 20% calculated as (120,000 - 100,000) / 100,000 [10][12]. Group 2: Money-Weighted Return - Money-weighted return considers all buying and selling actions, including timing and amounts, to provide a true measure of investment performance [16]. - In the previous example, the first 50,000 invested has a weight of 1, while the second 50,000, invested for only half the year, has a weight of 0.5, leading to a recalculated principal of 75,000 [21][23]. - The money-weighted return in this case is 26.6%, which needs to be compared with the time-weighted return to assess trading effectiveness [24][26]. Group 3: Time-Weighted Return - Time-weighted return measures the fund's performance independent of the investor's trading actions, focusing solely on the product's ability to generate returns [27][33]. - In the same example, if the total investment remains 100,000 and the fund earns 20,000, the time-weighted return is calculated to be 30.9% [37]. Group 4: Comparison of Returns - A higher money-weighted return compared to the time-weighted return indicates that the investor's trading actions positively impacted returns, while a lower money-weighted return suggests that frequent trading may have been detrimental [36][38]. - In the example, the money-weighted return is lower than the time-weighted return, indicating that the investor's decision to invest more at a high point was not beneficial [39]. Group 5: Investment Strategy - To mitigate the risks associated with emotional trading and market timing, a recommended strategy is to adopt a systematic investment approach, such as dollar-cost averaging [44][50]. - This strategy helps in averaging the cost of investments over time, reducing the likelihood of investing heavily at market peaks and enhancing overall investment performance [45][48].
26.01.30 基金亏损154元~
Sou Hu Cai Jing· 2026-01-30 13:58
26.01.30 基金亏损154元~ 场内买入620元。 场内亏损101元;场外亏损53元。 "边炒边学习, 今日 图 26.01.30 8,175.20 +308.23 星期五 2026-01-30 ( 历史收益 > ...
值得买股价涨5.06%,汇添富基金旗下1只基金位居十大流通股东,持有97.18万股浮盈赚取354.71万元
Xin Lang Cai Jing· 2026-01-30 03:07
截至发稿,马翔累计任职时间9年328天,现任基金资产总规模197.13亿元,任职期间最佳基金回报 309.61%, 任职期间最差基金回报-18.47%。 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。 责任编辑:小浪快报 数据显示,汇添富基金旗下1只基金位居值得买十大流通股东。汇添富科技创新混合A(007355)三季 度新进十大流通股东,持有股数97.18万股,占流通股的比例为0.79%。根据测算,今日浮盈赚取约 354.71万元。 汇添富科技创新混合A(007355)成立日期2019年5月6日,最新规模74.14亿。今年以来收益9.14%,同 类排名2420/8872;近一年收益95.4%,同类排名262/8126;成立以来收益308.78%。 汇添富科技创新混合A(007355)基金经理为马翔。 1月30日,值得买涨5.06%,截至发稿,报75.84元/股,成交13.48亿元,换手率15.19%,总市值150.81亿 元。 资料 ...
【干货】一图看懂2025年4季报,投顾组合基金背后的投资秘诀
银行螺丝钉· 2026-01-29 14:04
Core Viewpoint - The article provides an overview of the updated active fund manager pool information for the 2025 Q4 reports, highlighting key metrics such as investment style, stock ratio, industry preference, turnover rate, valuation of major holdings, concentration of holdings, and fund size [1][2][3]. Summary by Sections Fund Manager Information - The article includes a comprehensive list of fund managers categorized by investment style, such as deep value, growth, and balanced strategies, along with their respective fund names and codes [4][5][10][11]. Investment Style - Investment styles are crucial as they reflect the types of stocks held by the funds. The article notes that different styles have their strong and weak phases, with historical data showing a rotation between value and growth styles over the years [36][40]. Industry Preference - Fund managers typically focus on specific industries where they have expertise. The article emphasizes the importance of understanding these preferences to gauge potential performance [48][50]. Stock Ratio - The article discusses the stock ratio, indicating that active funds usually maintain a stock ratio around 85% to 90%, which affects the fund's volatility [45][46]. Concentration of Holdings - The concentration of holdings, defined as the proportion of the top ten stocks in the fund's net assets, is highlighted as a significant factor influencing fund volatility [53]. Valuation of Major Holdings - The article mentions that the valuation of major holdings is assessed based on the top ten stocks disclosed in the fund's reports, which may not always reflect real-time adjustments made by fund managers [56][58]. Turnover Rate - The turnover rate, which indicates how frequently stocks are bought and sold within the fund, is discussed. A turnover rate below 200% is considered low for active funds [59][60]. Fund Size - The size of the fund is noted as a critical factor, with larger funds potentially facing challenges in achieving excess returns due to management complexities [62][64]. Fund Manager's Perspective - The article emphasizes the importance of the fund manager's insights, which can provide valuable context regarding past performance and future market outlooks [70][74].
基本功 | 跟踪同一指数的指数基金那么多,该咋选?
中泰证券资管· 2026-01-29 11:33
Group 1 - The core idea emphasizes the importance of solid foundational knowledge in investment and fund selection to enhance investment success [2] - When tracking different funds that follow the same index, selection criteria should include fee rates, tracking errors, and strategies [3] - For passive index funds, performance differences are typically minimal, making fee rates a significant factor in selection [3]
7天涨粉超百万,理财博主站上风口
3 6 Ke· 2026-01-29 11:01
Group 1 - The core point of the article highlights the significant rise in gold prices, with a 70% increase in 2025, marking the largest annual gain since the 1979 oil crisis, and a continued upward trend in 2026, where gold prices surpassed $5,500 per ounce [1][19] - The growing awareness of personal finance among the public has led to increased participation in gold investment and fund allocation, particularly among younger demographics, with 40% of investors aged 25-35 and 20% aged 18-25 [2][19] - Social media platforms like Douyin and Xiaohongshu have seen a surge in financial content, with discussions around finance exceeding 26 million and video views surpassing 300 billion, indicating a shift towards more accessible financial information [7][19] Group 2 - Influential financial content creators, such as Douyin user @GouZong, have gained popularity by providing relatable and easy-to-understand financial advice, leading to a rapid increase in followers and engagement [3][7] - The rise of diverse financial content creators reflects a broader trend where traditional finance accounts coexist with more relatable and entertaining formats, catering to various audience needs [9][19] - Monetization strategies for financial influencers include product sales, advertising, and paid content, emphasizing the importance of compliance and quality in content creation to maintain credibility and audience trust [18][19] Group 3 - The current financial landscape is characterized by a mix of opportunities and risks, with the potential for rapid growth in the financial influencer space, but also the danger of content homogenization and misinformation [19][20] - The future of the financial sector is expected to evolve towards greater professionalism and regulation, driven by increasing user demands and stricter oversight [20]
白酒基金LOF触及涨停,成交额2.8亿元
Mei Ri Jing Ji Xin Wen· 2026-01-29 07:06
Group 1 - The Baijiu Fund LOF (161725) reached its daily limit increase on January 29, indicating strong market interest and demand [1] - The trading volume for the Baijiu Fund was 280 million, reflecting significant investor activity [1]
上证180ETF指数基金价格创近1年新高,平安上证180ETF联接A(023547)历史持有6个月盈利概率为100.00%
Xin Lang Cai Jing· 2026-01-29 02:05
Group 1 - The Shanghai 180 Index (000010) increased by 0.62% as of January 28, 2026, with notable gains from China Aluminum (601600) at 10.02%, Zhongjin Gold (600489) at 10.01%, Shandong Gold (600547) at 9.97%, Luoyang Molybdenum (603993) at 9.80%, and China National Offshore Oil Corporation (600938) at 6.98% [1] - The Shanghai 180 ETF Index Fund rose by 0.71%, reaching a new high in nearly one year as of January 28, 2026 [1] - The unit net value of the Ping An Shanghai 180 ETF Connect A (023547) was 1.22 yuan, with a daily increase of 0.58% and a cumulative increase of 0.29% over the past week [1] Group 2 - The Ping An Shanghai 180 ETF Connect A (023547) achieved an annualized excess return of 0.11% over the benchmark in the past six months as of January 28, 2026 [2] - The maximum drawdown for the Ping An Shanghai 180 ETF Connect A since the beginning of the year was 1.21%, with a relative benchmark drawdown of 0.08%, ranking 5th out of 25 in its category, indicating low drawdown risk [2] - The fund, established on March 20, 2025, aims to closely track the performance of the Shanghai 180 ETF Index Fund (530280) [2] - The current fund managers, Liu Jieqian and Wang Yun, have achieved a return of 22.43% since Liu's appointment on March 20, 2025 [2]