从政策角度看，该人士表示，随着12月召开政治局会议和中央经济工作会议，确定下一年财政和货币政 策的基调、细化政策工具箱，市场风险偏好可能被提振。此外，货币环境方面，岁末年初，保险等机构 也有布局"开门红"的需求，或为市场提供增量资金。 ◎记者 朱妍 尽管11月A股市场波动加剧，基金投顾却在逆势加仓A股资产。数据显示，11月基金投顾增配幅度最大 的是A股资产。业内人士认为，市场已提前布局跨年行情，机构投资者大概率会"抢跑"布局高景气赛 道。 基金投顾提升A股资产配置 开源证券数据显示，11月共有131只基金投顾组合进行了调仓。其中，A股资产被基金投顾组合增配的 力度最大，远超其他品种，许多基金"专业买手"已开始布局跨年行情。 "所谓A股跨年行情，通常是指在每年11月至次年3月期间，市场基于对第二年的政策、经济和盈利的积 极预期，而出现的一轮阶段性上涨行情。从历史经验来看，跨年行情并非每年都会出现，但出现的概率 较高。通常而言，跨年这个时段，确实对A股比较'友好'。"中欧财富投顾相关人士说。 盈米基金且慢团队在12月策略中直言，市场已开始为2026年春季行情做准备。当下国内股票的短期配置 价值为中性，但中长期具有 ...

Group 1 - The core point of the article is that Sanqi Interactive Entertainment (002555.SZ) announced that its controlling shareholder and chairman, Li Weiwei, along with former director and vice president, Yang Jun, plan to invest a total of $300,000 in the SX Global Flagship Fund II L.P. through a connected fund [1] - The investment amounts are $200,000 from Li Weiwei and $100,000 from Yang Jun, which constitutes a related joint investment with the company's wholly-owned subsidiary [1] - The connected fund will raise funds to invest entirely in the target fund, which primarily focuses on high-quality projects in cutting-edge technology, Software as a Service (SaaS), and other tech-related fields [1]

Group 1 - Several newly established funds have begun to enter the market, showing significant fluctuations in net value, indicating active positions taken by these funds [1][2] - The net value of the Debon High-end Equipment Mixed Fund, established on March 14, dropped to 0.71 yuan by April 8, reflecting a high stock position despite its short establishment period [2] - The Guangfa Tongyuan Return Mixed Fund, launched on March 6, experienced a sudden drop of 2.32% on April 7 after a stable net value prior to that date, highlighting its popularity with an issuance scale of 18.91 billion yuan [2][3] Group 2 - Fund managers believe that the overall market opportunities outweigh risks, driven by domestic economic transformation and policy support [4] - The manager of the Jin Xin Cycle Value Mixed Fund emphasizes that breakthroughs in key industries will drive technological innovation and economic growth, presenting new investment opportunities [4] - Fund managers are actively researching listed companies to identify undervalued stocks, taking advantage of market volatility as a buying opportunity [4][5] Group 3 - Institutions have accelerated their research efforts, with over 20,000 instances of company visits in the past month, focusing on sectors like electronic equipment manufacturing and biomedicine [5] - Institutions are particularly interested in the impact of the US "reciprocal tariff" policy on listed companies and their subsequent operational strategies [5][6] - Hu Dian Co. stated that less than 5% of its revenue comes from direct exports to the US, with a focus on maintaining resilience and competitive advantage through innovation in high-density integration and high-speed signal transmission [6]