| 基金名称 | 交银施罗德境尚收益债券型证券投资基金 | | --- | --- | | 基金简称 | 交银境尚收益债券 | | 基金主代码 | 519784 | | 基金管理人名称 | 交银施罗德基金管理有限公司 | | 公告依据 | 《基金管理公司投资管理人员管理指导意见》、《公开募集证券投资 | | | 基金信息披露管理办法》等 | | 基金经理变更类型 | 增聘基金经理 | | 新任基金经理姓名 | 张顺晨 | | 共同管理本基金的其他基 | 姬静 | | 金经理姓名 | | (责任编辑：康博) 中国经济网北京1月8日讯 今日，交银施罗德基金公告，交银境尚收益债券增聘张顺晨。 张顺晨历任国金证券研究所研究员。2017年加入交银施罗德基金管理有限公司，历任固定收益部研 究员。 交银境尚收益债券A/C成立于2017年03月03日，截至2026年01月07日，其今年来收益率 为-0.08%、-0.08%，成立来收益率为32.19%、26.09%，累计净值为1.2892、1.2407。 ...

| 基金名称 | 西部利得添盈短债债券型证券投资基金 | | --- | --- | | 基金简称 | 西部利得添盈短债债券 | | 基金主代码 | 006806 | | 基金管理人名称 | 西部利得基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、《基金管理公司投资 | | | 管理人员管理指导意见》等有关法律法规的规定 | | 基金经理变更类型 | 增聘基金经理、解聘基金经理 | | 新任基金经理姓名 | 易圣倩 | | 共同管理本基金的其他经 | 徐翔 | | 理姓名 | | | 离任基金经理姓名 | 刘心峰 | (责任编辑：康博) 易圣倩2015年7月至2020年5月任鑫元基金管理有限公司研究员。2020年6月加入西部利得基金管理 有限公司，曾任研究员、基金经理助理、基金经理、信用投资部副总经理（主持工作），现任信用投资 部总经理、基金经理。 西部利得添盈短债债券A/C/E成立于2019年06月04日，截至2026年01月07日，其今年来收益率为 0.02%、0.01%、0.02%，成立来收益率为13.82%、12.29%、11.84%，累计净值为1.1370、1.12 ...

制造、量子科技、生物制造、芯片、新材料和核聚变六大领域。这些领域与中国"十五五"规 划中的重点产业高度重叠，预示着两大经济体之间的竞争与合作并存。 财政部原副部长 朱光耀 这一判断得到了丹麦著名科技投资人Lars Tvede的验证。他认为，世界正经历史上技术扩散 最快的阶段，AI的影响力已显现在实际的生产活动中。他预计，未来五年有效算力有望增长至 当前的约180万倍，这将催生包括个人AI、具身智能在内的广泛应用，到2050年，按模型推 算的AI认知处理量将达到全人类大脑合计的约5000万倍，并可能承担绝大多数人类白领与体 力工作。Lars Tvede也指出，尽管AI领域的投资存在局部过热，但基于健康的公司财务状 况、有利的宏观背景和相对合理的估值，他将当前阶段视为由强大基本面驱动的前瞻性投 资，而非泡沫。 2026年伊始，全球经济延续激荡的 "分化"与"重塑"，AI浪潮正从资本开支迈入应用落地关键 期，全球再工业化驱动大规模财政投入与制造业回流，重塑供应链格局。国内经济方面，"十 五五"规划的开局之年，围绕发展新质生产力，经济的高质量发展进一步落地见效。 投资者如何在宏观变革的大潮中，寻求结构性的投资机遇，天 ...

回到市场表现，聂挺进表示，2025年，居民资金通过多渠道入市、险资提高权益持股比例、关键资金维稳，形成了多方资金共振的A股行情。2026年，中国 经济结构性亮点仍然突出，有利于主被动公募、私募基金持股比例进一步提升，与主题投资和成长趋势投资共振；保险资金、银行理财资金持续流入，为市 场风险偏好提供支撑。 具体投资方向上，AI的投资逻辑正在从"硬"向"软"和"应用"两端延伸。聂挺进认为，目前的投资重点集中于算力芯片和基础设施，而未来将更多地向AI软 件、端侧智能体应用以及支撑算力爆发的底层绿色能源与电力设备领域扩展。 天弘基金的基金经理张磊进一步分析科技的投资机会。他认为，AI投资重心正从追逐算力硬件向需求侧验证与国产化突破延伸。 "2026年应重点关注三个方向。"张磊称，一是国产算力芯片的性能提升与产能改善；二是半导体设备厂商的基本面改善、存储环节的扩产加速；三是国内AI 应用端出现爆款的可能性。这标志着AI投资进入更务实、更深入的阶段。 此外，全球再工业化直接拉动了对先进制造全产业链的广泛需求。聂挺进强调，这一趋势将带动工业金属之王"铜"的需求，并进一步扩散至锂、钴、铝、镍 等其他工业和能源金属，估值合理的 ...

Core Viewpoint - Global central banks are increasing their gold reserves, reinforcing long-term confidence in gold as a safe-haven asset amid high geopolitical risks and market volatility, making gold ETFs (518800) an attractive investment option at this time [1] Group 1: Central Bank Actions - As of January 2026, China's central bank holds 2,305.37 tons of gold, having increased its reserves for 13 consecutive months [1] - Countries such as Russia, Turkey, India, and Saudi Arabia are also maintaining net purchases of gold, indicating a shift from "hedging against dollar risks" to "asset diversification strategies" [1] Group 2: Market Conditions - The expectation of potential interest rate cuts by the Federal Reserve, with 1-2 cuts of 25 basis points anticipated throughout 2026, is expected to support gold prices as actual interest rates trend downward [1] - Geopolitical risks remain high, particularly in regions like the Middle East and Eastern Europe, contributing to sustained demand for gold as a safe-haven asset [1] Group 3: Gold ETF (518800) Overview - The gold ETF (518800) is the only A-share market ETF backed by physical gold contracts, exempt from value-added tax, and has a market size exceeding 30 billion yuan, making it a preferred asset for investment [1] - The ETF has a 13-year operational history, with a latest scale of 31.387 billion yuan and an annualized return of 11.61% since inception, outperforming inflation and most fixed-income products [2] - The fund's net asset value as of January 8, 2026, is 9.43 yuan per unit, corresponding to the price of 1 gram of gold, with a management fee of 0.50% and a custody fee of 0.10%, both lower than active gold funds [2]

Core Viewpoint - The recent name change of the Huatai-PB CSI 300 ETF marks the first rebranding in over 13 years, reflecting a response to regulatory requirements aimed at enhancing market transparency and investor recognition [2][4]. Group 1: Fund Name Change - The Huatai-PB CSI 300 ETF has changed its name to include the fund manager's name, becoming "Huatai-PB CSI 300 ETF" from "CSI 300 ETF" [2][4]. - As of January 7, the latest scale of the Huatai-PB CSI 300 ETF is 436.6 billion yuan, making it the largest ETF product in the domestic market [2]. Group 2: Regulatory Compliance - The name change aligns with the revised fund business guidelines issued by the Shanghai and Shenzhen Stock Exchanges, which require all existing ETFs to complete name standardization by March 31, 2026 [4]. - This initiative aims to reduce investor confusion caused by similar product names, as there are currently 25 ETFs tracking the CSI 300 index [4]. Group 3: Industry Implications - The move towards standardized naming is seen as a significant step towards the normalization and transparency of the ETF market, enhancing investor protection and reducing operational risks [4][5]. - The ETF market in China has surpassed 6 trillion yuan, indicating a shift from a focus on scale to a focus on quality, with standardized naming reflecting a commitment to high-quality development [5].

Core Viewpoint - Hunan Huashu High-Tech Co., Ltd. has seen a stock price increase of 5.18%, reaching 76.81 yuan per share, with a total market capitalization of 31.812 billion yuan as of January 8 [1] Group 1: Company Overview - Hunan Huashu High-Tech Co., Ltd. was established on October 21, 2009, and went public on April 17, 2023 [1] - The company specializes in the research, production, and sales of industrial-grade additive manufacturing equipment, focusing on providing metal (SLM) and polymer (SLS) additive manufacturing equipment, as well as 3D printing materials, processes, and services [1] - The revenue composition of the company includes 74.47% from 3D printing equipment and auxiliary parts, 13.57% from after-sales services and others, 11.02% from 3D printing powder materials, and 0.94% from other sources [1] Group 2: Shareholder Information - Huaxia Fund's Huaxia Industry Prosperity Mixed A Fund (003567) is among the top ten circulating shareholders of Huashu High-Tech, holding 1.8945 million shares, unchanged from the previous period, representing 0.94% of circulating shares [2] - The fund has generated an estimated floating profit of approximately 7.1612 million yuan today [2] - The fund was established on February 4, 2017, with a current scale of 8.972 billion yuan, yielding 3.39% year-to-date and 69.07% over the past year [2] Group 3: Fund Manager Performance - The fund manager of Huaxia Industry Prosperity Mixed A is Zhong Shuai, who has been in the position for 5 years and 166 days, managing assets totaling 13.26 billion yuan [3] - During his tenure, the best fund return was 185.99%, while the worst was 0.5% [3] Group 4: Fund Holdings - Huaxia Fund's Huaxia Low-Carbon Economy One-Year Holding Mixed A Fund (015229) has reduced its holdings in Huashu High-Tech by 60,300 shares, now holding 229,100 shares, which constitutes 5.68% of the fund's net value [4] - The fund has an estimated floating profit of about 866,100 yuan today [4] - Established on June 28, 2022, the fund currently has a scale of 156 million yuan, with a year-to-date return of 5.5% and a one-year return of 53.23% [4]

Core Viewpoint - The article highlights the significant growth of the ETF market in China, with the total market size surpassing 6 trillion yuan, indicating a fundamental shift in investor behavior and objectives over a short period [1][2]. Market Growth - The total market ETF size reached 6.02 trillion yuan by the end of 2025, up from 3.2 trillion yuan at the end of Q2 2024, marking a rapid increase in just one and a half years [2]. - The Huatai-PB CSI 300 ETF leads the market with a size of 431.37 billion yuan, reflecting its prominence in the ETF landscape [2][9]. ETF Standardization - The article discusses the transition of ETFs into a standardized era, where product names are simplified to include the index tracked and the fund manager, enhancing clarity for investors [5][6]. - The renaming of the Huatai-PB CSI 300 ETF to "Huatai-PB CSI 300 ETF" signifies a move towards a more regulated and recognizable naming convention in the ETF market [6][7]. Performance and Returns - The Huatai-PB CSI 300 ETF has distributed a total of 165.76 billion yuan in dividends since its inception, showcasing its role in value creation for investors [3][11]. - As of Q3 2025, the fund has achieved over 142.4 billion yuan in cumulative profits for its holders, making it the first equity fund in the A-share market to surpass 100 billion yuan in cumulative profits [12]. Brand Recognition - The article emphasizes the importance of brand recognition in the asset management industry, noting that Huatai-PB has updated the names of 21 products to include the brand in their titles, aligning with the trend towards brand identification in a competitive market [7][10]. - The Huatai-PB CSI 300 ETF's significant trading volume, accounting for over 54% of the total trading volume of similar ETFs in 2025, underscores its liquidity and investor trust [10]. Awards and Recognition - Huatai-PB Fund received multiple awards at the 22nd China Fund Industry Golden Bull Awards, reflecting its commitment to long-term value investment and service to investors [13][14].

当前，人工智能正以前所未有的速度和广度渗透经济。财政部原副部长朱光耀在发言中强调，中美两国 已共同处于人工智能发展的第一梯队，美国在最新政策中已明确将人工智能作为实现科学突破、强化国 家安全、确保能源领导地位的战略核心，其产业政策具体指向先进制造、量子科技、生物制造、芯片、 新材料和核聚变六大领域。这些领域与中国"十五五"规划中的重点产业高度重叠，预示着两大经济体之 间的竞争与合作并存。 权益投资：拥抱"AI+全球再工业化"浪潮，关注投资机会的蔓延和扩散 专题：2026年度投资策略|顶级基金公司、基金经理展望马年投资机会 2026年伊始，全球经济延续激荡的 "分化"与"重塑"，AI浪潮正从资本开支迈入应用落地关键期，全球 再工业化驱动大规模财政投入与制造业回流，重塑供应链格局。国内经济方面，"十五五"规划的开局之 年，围绕发展新质生产力，经济的高质量发展进一步落地见效。 投资者如何在宏观变革的大潮中，寻求结构性的投资机遇，天弘基金在刚落幕的《跨越·新程——天弘 基金2026年度策略会》给出了它的思考。 财政部原副部长 朱光耀 这一判断得到了丹麦著名科技投资人Lars Tvede的验证。他认为，世界正经历史上技 ...

1月8日，城投控股涨5.03%，截至发稿，报4.80元/股，成交2.86亿元，换手率2.45%，总市值120.22亿 元。城投控股股价已经连续4天上涨，区间累计涨幅6.78%。 资料显示，上海城投控股股份有限公司位于上海市虹口区吴淞路130号，成立日期1992年9月9日，上市 日期1993年5月18日，公司主营业务涉及环境业务、地产业务和股权投资业务。主营业务收入构成为： 房产业务97.09%，特许经营权项目收入1.72%，运营管理收入及其他1.19%。 截至发稿，吴振翔累计任职时间15年341天，现任基金资产总规模197.81亿元，任职期间最佳基金回报 200.92%， 任职期间最差基金回报-31.53%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，汇添富基金旗下1只基金位居城投控股十大流通股东。中证上海国企ETF（510810）三季度 减持172.14万股，持有股数1338.41万股，占流通股的比例为0.53%。根据测算，今日浮盈赚 ...