与此同时，该基金最新成交量为5838.52万份，最新成交额突破1.00亿元，居可比基金前2。 科创200ETF基金（588820.SH），场外联接(A类：023621；C类：023622）。 2026年1月7日，科创200ETF基金（588820.SH）收涨2.71%，主力资金（单笔成交额100万元以上）净流 入2709.45万元，居可比基金第一。（数据来源：Wind） 拉长时间看，该基金近3天主力资金加速流入，合计流入5375.63万元，居可比基金首位。（数据来源： Wind） MACD金叉信号形成，这些股涨势不错！ ...

Core Viewpoint - The Guangfa Science and Technology Bond ETF (511120.SH) experienced a slight increase of 0.05% on January 7, 2026, with significant net inflows from major funds, indicating strong investor interest in this fund [1] Group 1 - The fund saw a net inflow of 1.481 billion yuan from major funds (transactions over 1 million yuan), ranking it among the top two comparable funds [1] - Over the past two days, the total net inflow into the fund reached 1.606 billion yuan, again placing it in the top two among comparable funds [1] - The latest trading volume for the fund was 38.9025 million units, with a total transaction value exceeding 3.870 billion yuan, ranking it among the top three comparable funds [1]

2026年1月7日，科创债ETF招商（551900.SH）微跌，主力资金（单笔成交额100万元以上）净流出6.24 亿元，居全市场第一梯队。（数据来源：Wind） 拉长时间看，该基金近2天主力资金加速流出，合计流出9.11亿元，居全市场第一梯队。（数据来源： Wind） 与此同时，该基金最新成交量为921.71万份，最新成交额跌破10.00亿元，居可比基金尾部。 ...

与此同时，该基金最新成交量为112.47亿份，最新成交额跌破150.00亿元，当日主力资金净流出成交额 占比达2.86%。 A500ETF华泰柏瑞（563360.SH），场外联接(A类：022438；C类：022439；I类：022742；Y类： 022947）。 2026年1月7日，A500ETF华泰柏瑞（563360.SH）收跌0.38%，主力资金（单笔成交额100万元以上）净 流出4.21亿元，居股票型ETF基金前3。（数据来源：Wind） ...

正启新程——平安基金2026年投资策略会于1月7日举行。平安恒泽混合基金经理刘斌斌在做"固收 +"2026年投资策略分析时指出，由于2025年利率维持低位，权益市场赚钱效应显著，"固收+"产品规模 迅猛增长，截至2025年第三季度，全市场"固收+"产品规模已突破2.6万亿元大关，创下历史新高。其 中，10%-20%和20%-30%含权仓位的"固收+"产品增速最快，增量最多，风险收益比优势也更为显 著。"固收+"产品在市场波动中的稳健性，也带来投资者配置需求的提升。 在此背景下，"固收+"产品将继续发挥其股债配置的优势，通过动态调整资产配置比例，在控制回撤的 同时捕捉市场机遇。转债市场方面，尽管当前估值处于历史中枢偏高水平，但供需偏紧格局下估值仍有 支撑，为"固收+"产品提供了丰富的配置选择。 刘斌斌提到了以低利率环境下的稳健型"固收+"投资框架：债券端用3年以内信用债打底赚取票息，长短 利率债交易赚取利差；采用投资组合保险策略（CPPI）动态调整敞口，股票仓位20-30%，大仓位优选 高胜率高股息及周期左侧资产，小仓位产业趋势资产增加弹性，转债主投AA+评级以上平衡性转债， 估值贵时可直接清仓。"固收+"的收 ...

来源：投基摸狗 | く返回 | 青春的泥沼 | | --- | --- | | 公开 | | | | 1.1 万 青春的泥沼 Y = ) 同学 | | | 26-1-7 14:10 发布于 北京 来自 微博网页版 | | | 今天小红书上有个金融圈的瓜: | | | 某期货公司,年终奖发的太晨殊,员工在公司大群直接公开质疑领导发的是员工的 | | | 几十倍。 | | | 然后你以为这就完了? | | | 后续是,有员工直接开着直播去找领导,领导也不惯着,直接动手了。 | | | 不知道具不具同一个品工 新不说哪家公司了 给的过公司的人求找我 | 我跟大家说：元旦那几天基金圈的人也没闲着，1月4日是周日，#a股# 不开盘，按理来说基金公司的人 不用上班。 结果你也知道，发生了委内瑞拉这事#委美冲突# 一堆基金圈的人，当天晚上开始加班，准备黄金或是有色矿业，甚至石油相关的基金材料，结果股市这 又搞出一个脑机接口的概念。 以至于今天网上很火的某期货公司这个瓜，股民基民最好的评论是：领导打员工，导致"脑震荡"——利 好脑机接口概念股。这评论把我笑死。 还有基金公司的人，元旦假期，都没敢长途旅游，都是短途旅游休息一下 ...

智通财经APP讯，常青股份(603768.SH)发布公告，为充分借助专业投资机构的专业资源及其投资管理 优势，顺利实现对具有一定实力的国家新兴战略项目公司的间接投资，促进公司长远发展，进一步提升 公司的综合竞争力和盈利能力。公司参股投资嘉兴中平皖珑股权投资合伙企业(有限合伙)(原名称"嘉兴 国朗股权投资合伙企业(有限合伙))，该投资基金规模人民币4001万元，公司作为有限合伙人，拟认缴出 资人民币2000万元，占投资基金总额的49.9875%。 ...

智通财经APP讯，常青股份(603768.SH)发布公告，为充分借助专业投资机构的专业资源及其投资管理 优势，顺利实现对具有一定实力的国家新兴战略项目公司的间接投资，促进公司长远发展，进一步提升 公司的综合竞争力和盈利能力。公司参股投资嘉兴中平皖珑股权投资合伙企业(有限合伙)(原名称"嘉兴 国朗股权投资合伙企业(有限合伙))，该投资基金规模人民币4001万元，公司作为有限合伙人，拟认缴出 资人民币2000万元，占投资基金总额的49.9875%。 ...

Core Viewpoint - The investment strategy conference held by Ping An Fund on January 7, 2026, highlighted the continuation of a slow bull market driven by supportive policies, moderate economic recovery, and ample liquidity, with a focus on technology innovation and cyclical supply-demand rebalancing as the two main investment themes for 2026 [1][3] Investment Themes - The conference identified two major investment themes for 2026: technology innovation and cyclical supply-demand rebalancing. In the technology sector, opportunities are expected from hardware innovations driven by high global AI capital expenditure and investments in the domestic semiconductor industry due to rising AI demand [1][3] - In the cyclical sector, attention is drawn to commodities with good supply constraints and moderate demand recovery, such as chemicals and industrial metals [1][3] Research and Development Framework - Ping An Fund has upgraded its research and investment system, showcasing a platform-based approach that emphasizes long-term investment principles, talent development, and a multi-strategy framework to enhance core competitiveness and provide stable returns for investors [1] Product Offerings - The fund has developed a multi-tiered product system to match different risk preferences, including refined classifications of "fixed income +", active equity products, and comprehensive ETF offerings, enabling investors to seize structural opportunities in the slow bull market [2][4] AI Investment Insights - The manager of the Ping An Technology Innovation Mixed Fund emphasized the long-term potential of the AI industry, predicting that AI capital expenditure could reach $600 billion in 2026, with a compound annual growth rate (CAGR) of 31% from 2024 to 2030 [5][6] Cyclical Investment Opportunities - The manager of the Ping An Xinli Mixed Fund noted that global trends in energy and industrial chain security, along with expected interest rate cuts by the Federal Reserve, could provide a favorable environment for commodity prices, particularly in copper and aluminum [7] Fixed Income Product Growth - The manager of the Ping An Fixed Income + Fund reported that the scale of "fixed income +" products reached a historical high of over 2.6 trillion yuan by the third quarter of 2025, with an optimistic outlook for 2026 as the bond market is expected to show an "N-shaped" trend [8] ETF Product Development - The manager of the Ping An Free Cash Flow ETF highlighted that technology manufacturing and dividend assets will be core investment lines in the slow bull market, supported by a comprehensive ETF product matrix covering various sectors and strategies [9]

Core Viewpoint - Ping An Fund's 2026 investment strategy meeting highlighted the continuation of a slow bull market, with a focus on technology manufacturing and dividend assets as core investment themes [1][2] Group 1: ETF Product Strategy - Ping An Fund has established a comprehensive ETF product matrix covering six major product lines, including broad-based, industry themes, strategy indices, bonds, overseas investments, and enhanced indices [1] - The fund has launched several industry-first innovations, such as the first domestic artificial intelligence-themed ETF and the first new energy vehicle ETF [1] - The product line includes core indices like CSI A50 and CSI 300, as well as deep investments in cutting-edge technology sectors such as AI, commercial aerospace, semiconductors, and new energy [1] Group 2: ETF Strategy Applications - Four ETF strategy application scenarios were analyzed, showcasing the flexibility and effectiveness of ETFs as efficient and transparent tools [2] - A fixed income enhancement combination based on "bond index + free cash flow index" provides a financial alternative for low-risk investors [2] - A dividend value style combination based on risk budgeting models enhances returns while maintaining stability [2] - A style rotation model captures broad-based allocation opportunities through shifts between large and small caps, as well as value and growth [2] - Regular thematic strategy tracking services help investors grasp industry cycles and short-term catalysts [2] Group 3: Competitive Advantage and Execution - The core competitiveness of Ping An Fund's ETF business stems from the ecological synergy of Ping An Group and the company's continuous investment in product innovation and understanding of customer needs [2] - A six-step process of "strategy classification - identification - adaptation - implementation - monitoring - attribution" ensures the executability and traceability of investment strategies [2] - With the expectation that profit-driven growth will replace valuation expansion as the market's main theme in 2026, Ping An Fund aims to provide more precise and efficient tool-based allocation solutions for investors through its comprehensive product layout and deepened strategy service capabilities [2]