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景顺长城基金周寒颖:重点关注有色金属、高端制造与消费服务业三大方向
Zheng Quan Ri Bao Wang· 2026-02-28 03:44
Group 1 - The core viewpoint of the article highlights the introduction of the Invesco Great Wall Hengrui Selected Mixed Fund, managed by Zhou Hanying, in response to the A-share market's wide fluctuations and structural opportunities since 2026 [1] - The fund aims to achieve balanced allocation through multi-dimensional comparisons of individual stocks, industries, and sectors, focusing on cost-effectiveness in investments [1] - Zhou Hanying emphasizes that the essence of investment lies in understanding the business fundamentals and providing reasonable pricing, where cost-effectiveness is a balance of growth potential, valuation, and certainty [1] Group 2 - The recent adjustments in the A-share and Hong Kong stock markets are viewed as providing opportunities for future investments rather than indicating a trend reversal [2] - The fund's stock position is set between 60% to 95%, with a maximum of 50% of the stock assets allocated to Hong Kong Stock Connect targets, allowing for flexible investment opportunities in both A-shares and Hong Kong stocks [2]