量化小微盘策略

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着眼提升持有人体验 多只基金接连宣布限购
Zheng Quan Shi Bao· 2025-08-03 18:43
Group 1 - The core viewpoint of the news is that multiple active equity funds, including Yongying Fund's Yongying Ruixin, have announced purchase limits to manage investor enthusiasm and maintain fund stability [1][2][3] - Yongying Ruixin Fund has set a daily purchase limit of 1 million RMB per account starting from August 4, 2023, due to increased investor interest following market gains [2][3] - Other funds, such as Guojin Quantitative Multi-Factor and China Merchants Growth Quantitative Stock Selection, have also reduced their purchase limits significantly this year, indicating a trend among quantitative small-cap strategy funds [3] Group 2 - The recent surge in fund limits is attributed to strong performance in the quantitative small-cap strategy funds, with several funds reaching historical net asset value highs in July [3] - The increase in demand for dividend-themed funds is linked to market volatility in the bond market, leading to heightened interest from both institutional and individual investors [3] - Fund companies are focusing on structural opportunities in the market, particularly in technology growth sectors and consumer sectors that may benefit from policy support [4][5]
多只绩优基金申购额度设限 策略容量与流动性成“双防线”
Zheng Quan Ri Bao· 2025-08-03 16:15
例如,7月24日,国金基金管理有限公司将旗下国金量化多因子的单日申购限额从1000万元降至1万元; 中信保诚基金管理有限公司(以下简称"中信保诚基金")更是年内三次下调旗下中信保诚多策略混合 (LOF)申购限额,从200万元一路收紧至1000元。Wind资讯数据显示,这两只产品年内净值增长率分 别为28.56%、35.62%。 近期A股市场交投热度攀升,权益基金限购动作频频引发关注。 8月2日,永赢基金管理有限公司(以下简称"永赢基金")发布公告称,自8月4日起,投资者办理永赢睿 信混合的申购(含定期定额投资)、转换转入业务时,如单日单个基金账户单笔申请金额高于100万元 (不含),公司有权全部或部分确认该笔申请失败。 Wind资讯数据显示,永赢睿信混合成立于2023年12月份,截至今年二季度末,其规模已达50.16亿元。 自成立以来至8月3日,该基金的净值增长率为66.14%。 事实上,这已是永赢基金年内第二次针对热门产品实施限购。2月份,得益于机器人板块行情,永赢先 进制造智选混合发起吸引大量资金涌入,基金管理人迅速将其单日申购上限设为100万元。业内分析人 士认为,此举能有效避免规模激增对策略执行的干扰 ...