中国经济网北京1月6日讯今日，广发基金公告，广发集嘉债券增聘王海涛。 王海涛2003年5月至2005年7月在美国BusinessExcellenceInc.任投资经理；2005年7月至2009年10月在摩根 士丹利亚洲有限公司全球财富管理部任副总裁；2009年11月至2018年9月先后任兴全基金管理有限公司 基金管理部总监助理、基金经理，专户管理部副总监、投资经理，新三板部总监、投资经理。2018年9 月27日加入广发基金管理有限公司，现任广发基金管理有限公司副总经理、高级董事总经理、基金经理 兼任资产管理计划投资经理，兼任广发国际资产管理有限公司董事，曾任公司总经理助理、专户投资部 总经理。 广发集嘉债券A/C成立于2018年12月25日，截至2026年1月5日，其今年来收益率为0.12%、0.10%，成立 来收益率为52.96%、49.23%，累计净值为1.5023、1.4674。 | 基金名称 | 广发集嘉债券型证券投资基金 | | --- | --- | | 基金简称 | 广发集嘉债券 | | 基金主代码 | 006140 | | 基金管理人名称 | 广发基金管理有限公司 | | 公告依据 | 《公开 ...

中国经济网北京1月6日讯 在刚过去的2025年12月份，平安基金共有12只（各份额分开计算，下 同）基金跌幅超过8%。平安港股通医疗创新精选混合C、平安港股通医疗创新精选混合A以13.52%和 13.48%的跌幅成为该公司旗下的垫底基金。 据悉，平安港股通医疗创新精选混合成立于2025年6月11日，由周思聪和张淼共同管理。周思聪曾 先后担任银华基金管理股份有限公司基金经理、长盛基金管理有限公司基金经理。2023年5月加入平安 基金管理有限公司，先后管理公募基金已经长达11年。而张淼曾历任北京中关村科技控股有限公司投资 管理部研究员、东方基金管理有限责任公司行业研究员，基金经理助理、嘉实基金管理有限公司研究部 副总监。2021年6月加入平安基金，现任权益投资部投资执行总经理、基金经理，累计管理经验也超过 10年。 该基金205年三季度前十大重仓股为诺诚健华、药明合联、康方生物、百济神州、科伦博泰生物、 信达生物、三生制药、中国生物制药、石药集团、联邦制药。 由于医药板块在去年的整体表现不佳，周思聪单独管理的其他多只基金跌幅紧随其后，这些基金分 别为平安医疗健康混合C、平安医疗健康混合A、平安医药精选股票C、平安 ...

微成都报道诺德基金1月5日发布公告称，经中国证监会核准，诺德基金实际控制人变更为四川能源发展集团有限责任公司(下称四川能投)。公告称，本次 实际控制人变更不涉及诺德基金注册资本变更，不涉及股权结构变更。 诺德基金官网显示，该公司成立于2006年，总部位于上海陆家嘴，注册资本1亿元。据Wind数据，截至发稿，诺德基金在管基金资产为342亿元。 微成都注意到，就在2025年12月26日，诺德基金发布《高级管理人员变更公告》。公告显示，因个人原因，罗凯离任公司总经理职位。公告同时宣布，任 命刘翔为诺德基金新任总经理。 公开履历显示，罗凯毕业于清华大学，获工商管理硕士学位，2007年7月加入诺德基金管理有限公司，2018年11月23日，正式出任公司总经理，全面负责 公司经营管理工作。 图据公告 资料配图 图据视觉中国 据了解，此前，诺德基金控股股东天府清源控股有限公司（原名：清华控股有限公司）100%的股权已由清华大学划转给四川能投。 此次履新的接任者刘翔，是公募基金行业资深人士。拥有近三十年金融从业经验，其中基金业从业经历长达二十一年。 个人履历显示，刘翔的职业生涯始于银行业，曾先后服务于深圳发展银行的境内外机构及 ...

Group 1 - In December 2025, public fund research enthusiasm surged, with 155 public fund institutions participating in A-share research, covering 451 stocks across 29 industries, totaling 3,472 research instances [1] - Among the stocks researched in December 2025, 59 stocks saw monthly gains exceeding 20%, with the top ten all rising over 50%, led by Chaojie Co., which increased by 133.91% [1] - The electronics and machinery equipment sectors were the most favored by public fund research, with 64 stocks in the electronics sector receiving attention and 505 instances of research in the machinery equipment sector [1] Group 2 - Chang'an Automobile was the most researched stock with 88 instances, focusing on its transition to a smart low-carbon travel technology company while advancing in new energy and globalization [2] - In December 2025, 71 public fund institutions were actively involved in research, with Huaxia Fund leading with 100 instances, primarily focusing on the machinery equipment and electronics sectors [2] - Starstone Investment suggests that 2025 is likely the bottom of the current A-share profit cycle, with a clearer earnings outlook expected to support market fundamentals, moving away from reliance on liquidity-driven valuation [2] Group 3 - Starstone Investment recommends focusing on two main investment themes: high-growth industries represented by artificial intelligence, innovative pharmaceuticals, machinery equipment, and military industry, and sectors like transportation, discretionary consumption, and real estate that are improving in supply-demand relationships [3]

北京商报讯（记者 马换换 李佳雪）1月6日，A股三大股指开盘涨跌不一，开盘后集体震荡走高。截至 收盘，上证综指收涨1.5%，录得13连阳，创出A股史上最长连阳纪录，报4083.67点，再创逾十年新 高；深证成指、创业板指则分别收涨1.4%、0.75%，分别报14022.55点、3319.29点。 盘面上，人脑工程板块掀起涨停潮，保险、证券等大金融板块大涨；地热能、CPO概念、F5G概念等板 块跌幅居前。 个股方面，A股4108股飘红，其中143股涨停。此外，1222股飘绿，其中仅2股跌停。 成交金额方面，沪市成交金额11757.69亿元，深市成交金额16308.06亿元，两市合计成交金额约2.81万 亿元。 前海开源基金首席经济学家杨德龙表示，2026年行情是2025年行情的一个延续，因为支撑这轮牛市的因 素并没有发生改变，包括政策支持、居民储蓄向资本市场大转移，以及随着中国在硬件和软件方面不断 实现突破，外资对于中国在科技创新方面的看法变得越来越积极。近期，包括高盛在内的国际投行纷纷 发表了对中国资本市场看多的观点，这也为市场带来了更多的增量资金。 杨德龙指出，2026年A股市场有望从结构性牛市转向全面牛市 ...

中经记者 郝亚娟 夏欣 上海 北京报道 据新华社报道，当地时间1月3日，美国总统特朗普称，美方已成功对委内瑞拉实施打击，抓获委内瑞拉 总统马杜罗，并带离委内瑞拉。 1月5日，国内贵金属期货开盘集体上涨。截至当日17时，现货黄金最高触及4433.55 美元/盎司。 多位分析人士指出，黄金价格强势上涨主要是避险需求推动。汇管信息科技研究院副院长赵庆明强 调："此次地缘事件的烈度与持续性可能有限，其引发的市场避险情绪有望随时间缓和。" 展望后市，华安基金方面指出，美联储仍处于降息大周期，若鸽派主席任选，美联储降息节奏或更加激 进。宽货币之外，美国也处于宽财政阶段，美债信用风险延续，去美元化下央行购金延续，叠加全球黄 金ETF投资需求高涨，仍看好2026年黄金配置价值。 地缘冲突点燃避险情绪 赵庆明在接受《中国经营报》记者采访时指出，该事件发生后，现货黄金价格出现显著上涨。若地区风 险持续发酵或全球其他地缘热点（如俄乌冲突）联动，将继续为金价提供避险溢价。 华安基金方面指出，地缘紧张局势有望利好黄金。全球百年未有之大变局下，逆全球化与地缘冲突不 断，地缘政治的不确定性有望促使更多避险资金涌向黄金。 "特朗普表示美国石 ...

Core Viewpoint - The champion fund, Huaxia North Exchange Innovation, has achieved over 30% excess returns compared to the fund industry benchmark for three consecutive years, defying the "champion curse" narrative [2][3]. Group 1: Fund Performance - As of December 31, 2025, Huaxia North Exchange Innovation has a total return of 138.42% since its inception at the end of 2021, with an excess return of 139.25% compared to its benchmark [13]. - The fund's performance in 2025 was 77.38%, significantly outperforming the North Exchange 50 Index, which saw a notable increase in market activity, with the index reaching historical highs [14][13]. - Huaxia Fund's active equity products have seen multiple funds achieving over 100% excess returns, with nine funds exceeding 30% excess returns compared to their benchmarks over the past two years [5]. Group 2: Investment Strategy and Management - The success of Huaxia North Exchange Innovation is attributed to a mature system based on customer experience and a long-term investment strategy focused on sustainable excess returns [4][3]. - Fund manager Gu Xinfeng emphasizes the importance of identifying mispriced opportunities in the market, particularly during periods of significant volatility [15]. - Huaxia Fund has established a robust research platform that supports various asset classes, ensuring a comprehensive investment decision-making process [43][44]. Group 3: Innovation and Product Development - Huaxia Fund has been proactive in launching innovative products, such as the "Red Rocket" index investment service platform and the "LetfGo" investment experience evaluation model, aimed at enhancing investor engagement [8][42]. - The firm has a history of early product launches in emerging sectors, such as technology and AI, positioning itself advantageously in the market [21][39]. - The introduction of specialized products, like the "all-weather strategy" accounts, reflects Huaxia Fund's commitment to meeting diverse investor needs [46][47]. Group 4: Market Trends and Future Outlook - The North Exchange has experienced significant growth, with the index rising 38.8% in 2025, marking it as the best-performing year since its inception [14]. - Huaxia Fund's strategic focus on sectors like AI, semiconductors, and biotechnology has attracted substantial capital inflows during industry upswings [39][40]. - The firm continues to adapt to market changes, ensuring that its investment strategies remain relevant and effective in delivering consistent returns [48].

Core Viewpoint - The passing of Wang Zonghe, a prominent fund manager, highlights the importance of valuing one's career and health in the investment industry, emphasizing that success is not merely about numbers but also about professional integrity and personal well-being [2][12][21]. Group 1: Investment Philosophy - Wang Zonghe was a steadfast advocate of "value growth" in investment, focusing on long-term sustainable growth to uncover value [4][5]. - His investment methodology involved identifying top companies in key industries, particularly favoring sectors like liquor, which he regarded as leading industries [4][5]. - He adhered to strict selection criteria based on the principles of renowned investors like Buffett and Munger, prioritizing companies with high barriers to entry and sustainable ROE [4][5]. Group 2: Career Highlights - Wang Zonghe's career peaked in 2020 when his fund, Penghua Craftsmanship Selected Mixed Fund, achieved a record subscription amount of 137.1 billion yuan in a single day [6]. - His management of funds yielded impressive returns, with the Penghua Consumption Preferred Fund achieving a return rate of 244.7% over 12 years, and the Penghua Pension Industry Fund returning 211.4% [8]. - He was recognized as a "national fund manager" due to his significant contributions and the growth of assets under management, which exceeded 550 billion yuan [6][8]. Group 3: Challenges and Transitions - The changing market environment posed challenges, leading Wang to adjust his investment focus towards sectors like pharmaceuticals and new energy amid market fluctuations [10]. - By early 2023, he began stepping down from multiple fund management roles, reflecting the cyclical nature of the industry and personal health considerations [10][11]. - His experience underscores the pressures faced by fund managers, often bearing the brunt of market volatility while receiving limited recognition for their efforts [12][14]. Group 4: Health and Industry Reflection - Wang Zonghe's death has sparked discussions about the health challenges faced by fund managers, who often operate under immense pressure [12][16]. - His story serves as a reminder of the need for the financial industry to prioritize the mental and physical well-being of its professionals, advocating for better support systems [21][22]. - The investment community is encouraged to adopt a more sustainable approach, balancing career achievements with personal health and well-being [18][21].

量化基金凭借独有优势愈发受到关注，也逐渐成长为市场中不可忽视的力量 投资时间网、标点财经研究员 陈亭 在震荡结构性行情中，量化基金凭借其独有优势愈发受到关注——处理海量数据的能力叠加严明的纪律性和系统性，有助于规避个股风险、更好地控制产 品净值的波动和回撤、更敏锐地捕捉市场风格和宏观因子的变化。随着指数增强、主动量化等品类不断丰富，量化基金也逐渐成长为市场中不可忽视的力 量。 为了探寻企业界、金融界破局引路的标杆力量，"见未来·2025第八届金禧奖年度评选"如期而至。自标点财经研究院联合《投资时报》、投资时间网于 2018年首次举办"见未来"系列论坛以来，至2025年，"见未来"系列活动及金禧奖年度评选已进入第八届。据了解，"金禧奖"由标点财经研究院等第三方研 究机构对数千家企业大数据展开分析、比较后，客观评选出各领域最具竞争力的企业和机构，形成候选综合排名榜单，再经媒体记者、研究员团队集体调 研，由评审组最终审核确定。 多年来，诸多优秀企业与金融机构在活动中获得了表彰和肯定，极大地提升了企业的品牌价值和市场影响力。 经过数轮激烈的竞争与细致的遴选，这份荣誉的归属终于尘埃落定。最终，天弘基金管理有限公司、鹏华 ...

Group 1 - The core viewpoint of the news is that Cuiwei Co., Ltd. has seen a significant increase in its stock price, rising by 5.02% to reach 15.89 yuan per share, with a trading volume of 1.897 billion yuan and a turnover rate of 18.77%, resulting in a total market capitalization of 12.692 billion yuan [1] - Cuiwei Co., Ltd. is primarily engaged in retail and third-party payment services, with its main business revenue composition being 68.29% from third-party payments, 25.88% from product sales, 5.43% from leasing, and 0.41% from other businesses [1] Group 2 - Among the top ten circulating shareholders of Cuiwei Co., Ltd., the Huabao Fund's Huabao CSI Financial Technology Theme ETF (159851) increased its holdings by 3.3465 million shares in the third quarter, now holding a total of 6.5845 million shares, which accounts for 1.01% of the circulating shares [2] - The Huabao CSI Financial Technology Theme ETF (159851) has a current scale of 12.319 billion yuan, with a year-to-date return of 0.71%, ranking 4824 out of 5490 in its category, and a one-year return of 31.5%, ranking 2335 out of 4193 [2] Group 3 - The fund managers of the Huabao CSI Financial Technology Theme ETF are Chen Jianhua and Cao Xucheng, with Chen having a cumulative tenure of 13 years and 19 days and a total fund asset scale of 27.702 billion yuan, achieving a best fund return of 175.25% during his tenure [3] - Cao Xucheng has a cumulative tenure of 230 days with a total fund asset scale of 35.182 billion yuan, achieving a best fund return of 114.54% during his tenure [3]