数据显示，太平基金旗下1只基金重仓海锅股份。太平科创精选混合发起式A（019575）二季度持有股 数2.8万股，占基金净值比例为6.8%，位居第二大重仓股。根据测算，今日浮盈赚取约3.75万元。 太平科创精选混合发起式A（019575）成立日期2024年1月30日，最新规模1136.04万。今年以来收益 22.93%，同类排名3465/8254；近一年收益53.77%，同类排名2261/8037；成立以来收益26.75%。 太平科创精选混合发起式A（019575）基金经理为杨行远。 9月1日，海锅股份涨5.01%，截至发稿，报28.07元/股，成交1.04亿元，换手率4.62%，总市值29.29亿 元。 截至发稿，杨行远累计任职时间2年137天，现任基金资产总规模1226.75万元，任职期间最佳基金回报 26.75%， 任职期间最差基金回报-28.99%。 资料显示，张家港海锅新能源装备股份有限公司位于江苏省张家港市南丰镇南丰村，成立日期2001年6 月8日，上市日期2021年9月24日，公司主营业务涉及主要从事大中型装备专用锻件的研发、生产和销 售,产品广泛应用于油气开采、风力发电、机械装备以及船舶、核电等 ...

量化团队护航，助力把握万亿蓝海 机器人ETF富国（159272）拟由富国基金量化实力派基金经理苏华清执掌，其具备7年证券从业经历和1 年基金管理年限，现任富国中证A500ETF及联接、富国中证 1000ETF、富国中证通信设备主题ETF及联 接、富国上证科创板新能源ETF及联接等多只产品基金经理，投研经验丰富。 富国基金量化投资团队成立于2009年，是国内成立时间最早的公募量化团队之一。量化团队由公司副总 经理李笑薇博士领军，汇聚20余名投研干将，平均从业年限超11年。业务范围覆盖公募、专户、养老金 和海外投资等多种产品组合，跨资产、多策略管理经验丰富。截至8月7日，作为"老十家"公募基金公司 之一，富国基金在指数量化投资领域已深耕逾15年，目前旗下共有72只ETF产品、47只ETF联接基金， 在量化投资领域积淀深厚。银河证券数据显示，截至2025年6月30日，富国基金旗下10只量化类基金近 一年业绩位居同类前10%，近两年5只产品排名同类前10%，近三年7只产品排名同类前10%，近五年5只 产品排名同类前10%，近七年、近十年各有1只产品业绩居同类前3。 作为国内ETF业务的重要参与者，富国基金顺应时代潮流 ...

跟踪精度方面，截至2025年8月29日，黄金ETF基金近1月跟踪误差为0.002%，在可比基金中跟踪精度较高。 流动性方面，黄金ETF基金盘中换手3.56%，成交10.28亿元。拉长时间看，截至8月29日，黄金ETF基金近1月日均成交5.19亿元，排名可比基金前2。 消息面上，美联储降息预期大幅升温。据CME"美联储观察"最新数据显示，美联储9月维持利率不变的概率仅为12.6%，降息25个基点的概率高达87.4%。美 国7月核心个人消费支出价格指数同比上涨2.9%，符合市场预期，进一步强化了美联储降息的预期。 避险需求增加是另一重要因素。美国总统与美联储官员的争端，特别是试图解雇美联储理事库克的行为，引发市场对美联储独立性的质疑。这或影响避险资 金从美元资产转向黄金，进一步推升金价。 中信建投证券认为，美联储青睐的通胀指标核心PCE温和上涨，稳定了市场对美联储在9月议息会议降息的预期，特朗普解雇美联储理事库克的事件持续发 酵，严重威胁着美联储独立性，美元走弱，激发黄金货币属性与铜的金融属性，商品价格突破前高在即，打开权益标的上行空间。 数据显示，杠杆资金持续布局中。黄金ETF基金最新融资买入额达1379.77 ...

Core Viewpoint - The article emphasizes the importance of gathering and summarizing valuable investment knowledge and methods for readers to enhance their learning and investment strategies [1][2]. Group 1: Investment Opportunities - The article discusses various investment strategies and opportunities, including the introduction of a parenting subsidy policy that provides 3,600 yuan per child annually for children under three, starting from January 1, 2025 [7]. - It highlights the significance of understanding different investment styles and strategies, such as the "solid income plus" investment approach, which combines fixed income with higher-risk assets to achieve better returns in a low-interest-rate environment [15][29]. Group 2: Investment Strategies - The article outlines different investment strategies for various market conditions, including the importance of maintaining a long-term perspective and being patient during market fluctuations [11][13]. - It suggests that investors should adopt a systematic approach to investing, such as dollar-cost averaging and value averaging, to optimize their investment outcomes [30]. Group 3: Market Analysis - The article provides insights into the current market conditions, indicating that the market is still relatively undervalued, making it a good time for active selection and index-enhanced investment strategies [17]. - It also discusses the historical context of market trends, comparing the current bull market to previous cycles and emphasizing the need for investors to remain vigilant and adaptable [26][32].

专题：2025基金半年报：隐形重仓股浮现 锚定基本面成投资共识 8月29日晚间，华泰证券半年报披露其参股公司南方基金2025年上半年经营业绩。 | | | 公园39 | | | | | | | 单位,万元 示时,人民币 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 色醇 전 | 股比例 *** | | 设立时间 | 锌朗密本 | 总值产 | 降息产 | 實必數人 | 雪业利润 | 海和24 | | | 申国家提高前签:家建合作区南山租 | | | | | | | | | | 空器建会证器 于公司 | 100% 温特澳石路 128 号前趣观路基金小 | | 1907-9-5. | 99,748,00 | 635,096.19 | 462,223,10 | 78,904.25 | 18,261,57 | 12,310.13 | | 有限责任公司 | 18 B7 6 401 | | | | | | | | | | | 王章立香，正方承的与阿拉沙（伯德、菲念哈伦达德斯维尔二月、金敏德森本映业资格尔····诺芬艾尼斯、尼克按摩怎么两天 ...

2025年，公募FOF基金的持有人的账户应该不错。根据iFinD数据，截至2025年8月25日，近九成FOF产 品成立以来实现正收益，其中49家管理人旗下FOF主份额成立以来收益全线飘红，其中也包括全市场 FOF管理规模最大的兴证全球基金。 中国公募FOF市场发轫于2017年，目前存续的514只公募FOF产品中，有318只成立于2021年至2023年， 这些产品成立后经历了一段较长时期的下跌，使得公募FOF品类一度承受了较大的市场压力。 伴随权益市场回暖，成立于上一轮市场高点的公募FOF产品也陆续翻红。业绩转好之外，公募FOF多元 配置、风格清晰、降低波动等优势逐渐显现，以兴证全球基金为代表的公募基金行业在探索多元资产配 置、精细刻画业绩比较基准、追求稳定且可持续的超额收益等方面取得了长足进步。 更低波动提升持有体验 经典的资产配置理论认为，通过多种资产的组合配置，可以在不降低预期收益的情况下，显著降低波动 ——从过去三年实证数据来看，FOF基金相较普通基金的确表现出了相对更低的年化波动率。 具体来看，我们根据银河证券分类，将权益资产占比60-95%的混合型FOF和权益资产占比60—80%的养 老目标风险FO ...

亚盘时段，现货黄金涨幅扩大至1%，现报3482.2美元/盎司，升至逾四个月高位纽约黄金期货涨近1%， 达到每盎司3550美元的历史新高，黄金ETF基金（159937）大涨1.9%，年内涨幅扩大至28.55%。 黄金ETF基金（159937）跟踪SGE黄金9999，今年资金净流入额高达92.27亿元，最新规模增长至284.38 亿元，双双稳居深市同类第一，支持 T+0 交易，投资者可以在交易日内随时买卖，能够及时把握市场 机会，灵活应对市场波动。该ETF同样设有场外基金：联接A(002610)和联接C(002611)。 因市场对美联储本月降息的预期升温，提振了黄金的吸引力。此外，美国PCE数据环比上涨0.2%，同比 上涨2.6%，均符合预期。据CME美联储观察，交易员目前预计美联储9月降息25个基点的可能性为 87%。此外，美国总统特朗普对美联储的多次攻击引发了人们对美联储独立性的担忧。 ...

Core Insights - The public FOF (Fund of Funds) industry in China has experienced significant growth in 2023, with a notable increase in scale and popularity among investors, particularly in the context of a rising equity market [1][2][4] - The Huazhong Yingrui Stable Preferred 6-Month Holding Period FOF has emerged as a standout product, benefiting from a multi-asset allocation strategy that has led to substantial growth in its scale [1][7][11] - The evolution of the FOF industry reflects a shift from single-asset focus to multi-asset strategies, allowing for better risk management and enhanced returns [6][11] Industry Development - The FOF industry in China has gone through cycles of growth and decline since its inception in 2017, with a significant boom in 2021 driven by regulatory changes and a shift away from guaranteed bank products [2][4] - After a period of underperformance, fund companies have focused on optimizing investment portfolios and innovating product designs to meet diverse investor needs [2][3] - The demand for stable investment options has increased, leading to a resurgence in the popularity of multi-asset FOF products [3][4] Product Strategy - The Huazhong Yingrui Stable Preferred FOF employs a risk parity model to balance the risk contributions of various asset classes, aiming for stable performance [7][11] - The product has undergone significant upgrades, expanding its asset classes and incorporating new strategies to enhance yield and adaptability in different market conditions [8][9][10] - The diversification of assets, including international equities and commodities, allows the FOF to seek incremental returns while managing risks effectively [9][10] Team and Expertise - The success of the Huazhong Yingrui FOF is attributed to the experienced team at Huazhong Fund, which emphasizes a systematic approach to asset management and continuous evolution of investment strategies [10][11] - The fund manager, Lu Jingchang, has extensive experience in the industry, contributing to the product's robust performance through strategic asset allocation and risk management [10][11]

上证报中国证券网讯（记者 汪友若）上周（8月25日至29日）A股市场继续上行，主要指数普遍上涨，市场交投活跃。Go-Goal ETF数据显示，上周科技主 题ETF涨幅居前，通信ETF（515880）单周涨17.11%位居榜首；此外，创业板人工智能ETF、科创创业ETF等表现较好。跌幅方面，创新药相关ETF品种小 幅回调。 上周（8月25日至29日）A股市场继续上行，主要指数普遍上涨，市场交投活跃。 | 序号 | 基金代码 | 基金名称 | ● 基金公司 | ♥ 认购起始日 | ◆ 认购终止日 | | --- | --- | --- | --- | --- | --- | | 1 | 289650 | 科创100ETF富国 | 富園基金 | 2025-09-15 | 2025-09-25 | | 2 | 515720 | 令部科技ETF富国 | 富国基金 | 2025-09-15 | 2025-09-24 | | 3 | 159275 | 农牧渔ETF | 夜雪喜等 | 2025-09-08 | 2025-09-19 | | ব | 589780 | 科创200ETF富国 | 富園瀑金 | 2025-09-08 ...

Market Overview - The Shanghai Composite Index rose by 0.84% to close at 3857.93 points, with a weekly high of 3888.6 points [1] - The Shenzhen Component Index increased by 4.36% to 12696.15 points, reaching a high of 12791.18 points [1] - The ChiNext Index saw a significant rise of 7.74%, closing at 2890.13 points, with a peak of 2933.99 points [1] - In contrast, major global indices experienced declines, with the Nasdaq Composite down by 0.19%, the Dow Jones Industrial Average down by 0.19%, and the S&P 500 down by 0.1% [1] ETF Market Performance - The median weekly return for stock ETFs was 2.82% [2] - The highest performing scale index ETF was the Southern CSI Technology Innovation 50 ETF, with a return of 11.65% [2] - The highest performing industry index ETF was the GF National Communication ETF, returning 13.54% [2] - The top five stock ETFs by weekly return included the National Communication Equipment ETF (17.11%), the Fortune CSI Communication Equipment Theme ETF (16.68%), and others [4][5] ETF Liquidity - Average daily trading volume for stock ETFs increased by 55.5%, while average daily turnover rose by 30.9% [6] ETF Fund Flows - The top five stock ETFs by fund inflow included the Jiashi CSI Technology Innovation Board Chip ETF (1.385 billion yuan) and the National Communication Equipment ETF (0.982 billion yuan) [9][10] - The largest outflows were from the Southern CSI Technology Innovation 50 ETF (0.973 billion yuan) and the Southern CSI 500 ETF (0.720 billion yuan) [10] ETF Financing and Margin Trading - The financing balance for stock ETFs increased from 41.1178 billion yuan to 43.9557 billion yuan [11] - The highest financing buy amount was for the E Fund ChiNext ETF, totaling 1.238 billion yuan [11] ETF Market Size - The total market size for ETFs reached 51,130.84 billion yuan, with stock ETFs accounting for 34,987.39 billion yuan [14] - Stock ETFs represented 80% of the total number of ETFs and 68.4% of the total market size [16] New ETF Issuance - No new ETFs were issued last week, but ten new ETFs were established, including the Dachen ChiNext 50 ETF and others [17] Industry Insights - Galaxy Securities noted that the communication AI sector is in an upward trend with low valuations, driven by performance exceeding expectations [17] - Guosheng Securities highlighted that the optical communication industry is entering a new growth phase due to the expansion of global AI computing power, with a shift from performance realization to expectation amplification [19]