近期，上市公司及公募基金三季报披露了多位知名基金经理的调仓路径。在结构化行情极致演绎的三季 度，这些基金经理积极出手调仓换股，例如傅鹏博管理的睿远成长价值、谢治宇管理的兴全合润加仓 PCB龙头东山精密，睿远成长价值和乔迁管理的兴全商业模式增持了玻纤龙头中材科技，朱少醒管理的 富国天惠大举增持华新水泥，赵诣管理的泉果旭源三年持有增持了天赐材料、中芯国际等。 部分基金经理表示，中国权益市场长期稳健向好的态势日渐明朗，海外扰动因素出现边际改善，美元流 动性有望迎来拐点，会对中国股票市场的流动性带来更大的提升。不过，四季度宏观事件的影响仍有不 确定性，成长板块将表现出较大的波动性。产业方面，随着模型和算力架构的深度匹配，计算、通信、 存储产业链的投资机会丰富；锂电中游材料、电池等环节的龙头企业普遍已经满产，在行业需求持续高 涨的情况下，明年供给开始趋紧甚至供不应求。 ● 本报记者 王鹤静 绩优基金捕获牛股机遇 另外，多只三季度绩优基金已率先披露三季度的重点持仓。例如，任桀管理的永赢科技智选A三季度回 报率接近翻倍，赵诣管理的泉果旭源三年持有A、雷涛管理的德邦福鑫A三季度回报率均在45%以上。 具体来看，永赢科技智选聚 ...

中欧数字经济混合发起A/C目前由基金经理冯炉丹管理。冯炉丹2016年7月加入中欧基金管理有限公司,历任研究助理、投资经理、投顾代 表、研究员,现任基金经理。2021年10月14日担任中欧新蓝筹灵活配置混合型证券投资基金基金经理。 中国经济网北京10月14日讯（记者 何潇） 今年前三季，全市场8172只（各类份额分开计算，下同）有可比业绩的混合型基金中，共有8028 只基金净值上涨，占比98.2%；有142只基金净值下跌，其2只基金净值持平。 前三季共有4只混合型基金涨幅超过130%，以投资科技企业为主要特点。其中，永赢科技智选混合发起A、C分别以194.49%、193.09%的收 益率领涨。 永赢科技智选混合发起A/C成立于2024年10月30日，截至今年二季度末规模11.66亿元，截至2025年10月10日，其今年来收益率为187.86%、 186.44%，成立来收益率为226.43%、224.51%，累计净值为3.2643元、3.2451元。 在今年上半年，永赢科技智选混合发起A/C主要关注全球云计算产业的投资方向。截至今年二季度末，其前十大重仓股为新易盛、中际旭 创、天孚通信、胜宏科技、源杰科技、长芯博 ...

Group 1 - The overall performance of actively managed equity funds has been positive this year, with over 90% of funds reporting positive returns in the first three quarters, including 34 funds that have doubled their returns [1] - The average return of equity funds is 28.18%, while mixed funds average 25.88%. A total of 4,661 actively managed equity funds have reported positive returns, accounting for over 97% [1] - The top-performing fund, Yongying Technology Select Mixed Fund A, achieved a net value increase of 189.58%, surpassing the benchmark return by nearly 149 percentage points, with a total return of 228.38% since its inception [1] Group 2 - The leading funds are primarily focused on sectors such as technology, innovative pharmaceuticals, and the Beijing Stock Exchange, which have shown strong performance this year [2] - The A-share Technology 50 Index has risen by 34.47%, while the Hang Seng Technology Index has increased by nearly 41%. The A-share innovative pharmaceutical sector index has gained nearly 47%, and the North Exchange 50 Index has risen by 47.33% [2] - The fund manager of Yongying Technology Select Mixed Fund A highlighted a market environment characterized by confidence recovery and policy implementation, with a focus on global cutting-edge models, emerging applications, and investment opportunities in the global cloud computing industry [2]

Group 1 - The overall performance of actively managed equity funds has been positive this year, with over 90% of funds reporting positive returns in the first three quarters, including 34 funds that have doubled their returns [1][3] - The average return for actively managed equity funds is significantly higher than the overall average, with stock funds averaging 28.18% and mixed funds averaging 25.88% [1][3] - The top-performing funds are primarily focused on sectors such as technology, innovative pharmaceuticals, and the Beijing Stock Exchange, which have shown strong performance this year [3][4] Group 2 - The top fund, Yongying Technology Select Mixed Fund A, has achieved a net value increase of 189.58%, surpassing the benchmark return by nearly 149 percentage points [2][3] - Other notable funds include Huatai-PineBridge Hong Kong Advantage Select Mixed Fund A and China Europe Digital Economy Mixed Fund A, with returns of 152.25% and 135.06% respectively [2][3] - The A-share Technology 50 Index has risen by 34.47%, while the A-share innovative pharmaceutical index has increased by nearly 47%, indicating strong sector performance [3][4] Group 3 - Fund managers are optimistic about the market's recovery, focusing on global advancements in technology and the potential for growth in innovative pharmaceuticals [3][4] - The healthcare sector is expected to see a recovery in demand and behavior, with supportive policies for innovative pharmaceuticals anticipated to improve conditions in the coming years [4] - The North Exchange is expected to benefit from a new industrial cycle and the increasing presence of quality companies listing on the exchange [4]

Group 1 - The core viewpoint of the articles is that Yongying Fund has implemented stricter purchase limits for its Yongying Technology Smart Fund to protect existing investors and manage fund size effectively [1][2][4] - As of September 4, 2023, the fund has set a daily purchase limit of 10,000 yuan per account, following a previous limit of 1 million yuan announced a week earlier [1][2][4] - The fund's performance has been exceptional, with a year-to-date return exceeding 177%, making it a leader among all funds [4] Group 2 - The fund's management emphasizes the importance of rational decision-making among investors, particularly in volatile market conditions [5] - The recent trend of limiting fund purchases is observed across the industry, with over a hundred funds implementing similar measures to control growth and maintain investment strategy effectiveness [6] - The rationale behind these limits includes preventing large inflows at high net asset values, which could dilute returns and complicate investment strategies for fund managers [6]

Group 1 - The core point of the article is that Yongying Fund has implemented a purchase limit of 10,000 yuan per day for individual fund accounts of Yongying Technology Smart Selection starting from September 5, 2023, to protect the interests of fund shareholders [1][3] - Yongying Technology Smart Selection has achieved a year-to-date return of 177.8%, ranking first among all funds in the market as of September 3, 2023 [2][3] - The fund's total assets reached 1.166 billion yuan by the end of the second quarter of 2025, with a cumulative increase of 215.03% since its establishment in October 2024 [3] Group 2 - The recent surge in the fund's performance, with a monthly increase of over 47%, has led to increased investor interest, prompting the fund to further tighten purchase limits from 1 million yuan to 10,000 yuan within a week [5] - The fund management emphasizes the importance of rational decision-making among investors, aiming to avoid impulsive large investments due to market emotions and to maintain the stability and effectiveness of investment strategies [3][6] - The industry is witnessing a trend where over a hundred funds have announced purchase limits since August, indicating a shift from scale-oriented strategies to investor return-oriented strategies [2][10]

Group 1 - In the first eight months of the year, 98.4% of the 8,367 comparable mixed funds experienced a net value increase, with only 130 funds showing a decline [1] - Seven mixed funds achieved a growth rate exceeding 120%, primarily focusing on technology investments, with Yongying Technology Smart Selection Mixed Fund A and C leading at 175.68% and 174.52% respectively [1] - Yongying Technology Smart Selection Mixed Fund A/C, established on October 30, 2024, had a scale of 1.166 billion yuan by the end of Q2 this year, with year-to-date returns of 173.88% and 172.72% [1] Group 2 - The other five mixed funds with growth rates over 120% include Huatai Fuhong Hong Kong Advantage Selected Mixed (QDII) C and A, AVIC Opportunity Navigation Mixed A and C, and Great Wall Medical Industry Selected Mixed A, with returns of 133.73%, 133.56%, 125.68%, 124.79%, and 120.29% respectively [2] - AVIC Opportunity Navigation Mixed A/C, launched on August 10, 2023, had a scale of 1.061 billion yuan by the end of Q2, with year-to-date returns of 121.98% and 121.09% [2] - The top ten holdings of AVIC Opportunity Navigation Mixed A/C include companies related to AI computing and optical communication [2] Group 3 - The worst-performing mixed fund in the first eight months was Dongwu Yuying Balanced Mixed A, with a return of -13.01% [3] - Dongwu Yuying Balanced Mixed A was established on July 15, 2025, and had a cumulative net value of 0.9881 yuan as of September 2, 2025 [3] Group 4 - A detailed list of the top 100 mixed funds by performance in the first eight months is provided, highlighting significant variations in returns among different funds [4] - The top-performing fund, Yongying Technology Smart Selection Mixed A, achieved a return of 175.68%, while the bottom fund, Dongwu Yuying Balanced Mixed A, recorded a -13.01% return [4]