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【公募基金】市场情绪持续抬升,海内外权益策略指数均收涨 ——公募基金量化遴选类策略指数跟踪周报(2025.07.06)
华宝财富魔方· 2025-07-08 09:33
Group 1 - The core viewpoint of the article highlights the strong performance of both domestic and overseas equity markets in recent weeks, driven by multiple factors including easing risk factors and improving market sentiment, leading to a continuous upward trend [2][3] - Various strategy indices have recorded positive returns, with the Evergreen Low Volatility Strategy and Stock Enhancement Strategy achieving returns of 1.19% and 1.26% respectively, outperforming the CSI All Share Index [2][3] - The A-share market has shown optimism as the Shanghai Composite Index rebounded to around 3500 points, with technology growth sectors showing signs of stabilization after previous adjustments [3][4] Group 2 - The quantitative strategy allocation suggests prioritizing Stock Enhancement Strategy over Evergreen Low Volatility Strategy and Overseas Equity Strategy, indicating a preference for more elastic strategies in the current market environment [3] - The Evergreen Low Volatility Fund Strategy has demonstrated strong stability and has been effective in reducing portfolio volatility while maintaining decent returns since its strategy implementation [11][23] - The Stock Enhancement Fund Strategy has shown potential for better performance as market conditions improve, with a focus on identifying undervalued companies [12][24] Group 3 - The Overseas Equity Allocation Fund Strategy has recorded a return of 1.1%, with the potential for further gains as the U.S. economy remains stable and technological advancements continue to drive growth [7][18] - The Cash Enhancement Fund Strategy has consistently outperformed its benchmark, accumulating excess returns since its strategy implementation [6][16] - The article emphasizes the importance of a diversified global investment approach, particularly in light of the ongoing developments in the U.S. market and the potential for new growth opportunities [4][26]