基金申购与额度调整

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基金早班车丨基金“买手”越跌越买,成长科技成调仓主线
Sou Hu Cai Jing· 2025-08-07 00:45
Market Overview - In the second half of the year, fund advisory portfolios have been actively rebalanced, with equity advisors continuing a "buy the dip" strategy, particularly increasing positions in hard technology and high-end manufacturing sectors, which are seen as having long industry cycles [1] - On August 6, A-shares showed an upward trend, with the Shanghai Composite Index rising by 0.45% to 3633.99 points, the Shenzhen Component Index increasing by 0.64% to 11177.78 points, and the ChiNext Index up by 0.66% to 2358.95 points. The total trading volume in the Shanghai and Shenzhen markets reached 17340.68 billion yuan, with over 3300 stocks rising, and nearly 100 stocks gaining over 9% [1] Fund News - On August 6, nine new funds were launched, primarily equity and mixed funds, including the Huaxia SSE Sci-Tech Innovation Board Composite Index Enhanced A, which has a fundraising target of 8 billion yuan. Five funds announced dividends, with the highest being 1.5 yuan per 10 fund shares for the Yinhua Huixiang Three-Year Regular Open Mixed Securities Investment Fund [2] - Following the recent issuance of QDII quotas, six products have announced the suspension of subscriptions or reduced quotas in August. Several ETFs linked to overseas broad-based indices continue to trade at significant premiums, indicating strong investor interest [2] - Convertible bonds have gained attention as the market recovers, with the China Convertible Bond Index rising by 10.09% year-to-date, compared to a 3.58% increase in the CSI 300 Index and a slight decline of 0.59% in the China Bond Composite Index, showcasing significant excess returns [2] Fund Performance - The top-performing funds on August 6 included the Zhonghai Charm Yangtze River Delta Flexible Allocation Mixed Fund, with a daily growth rate of 5.8049%, followed by Hengyue Smart Technology Mixed C at 5.3508% and Hengyue Smart Technology Mixed A at 5.3482% [3][4] - In the stock fund category, the top performer was the Huaan National Robot Industry Index C, with a daily growth rate of 3.5701%, while the bond fund champion was the Wanji Convertible Bond D, with a growth rate of 1.6761% [4][5] - The top five ETFs included the Sichuan Robot Industry ETF, which achieved a daily growth rate of 4.1435%, and the LOF fund champion was the Guotai National Aerospace Military Industry Index (LOF) A, with a growth rate of 3.0963% [4][5]