11月27日，中广核技涨5.35%，截至发稿，报8.86元/股，成交1.66亿元，换手率2.34%，总市值83.76亿 元。 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，南方基金旗下1只基金位居中广核技十大流通股东。南方中证1000ETF（512100）三季度减 持4.36万股，持有股数519.27万股，占流通股的比例为0.62%。根据测算，今日浮盈赚取约233.67万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模766.3亿。今年以来收益23.15%，同类 排名2011/4206；近一年收益22.74%，同类排名2147/4006；成立以来收益8.99%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年22天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 168.04%， 任职期间最差基金回报-15.93%。 资料显示，中广核核技术发展股份有限公司位 ...

Core Viewpoint - The article discusses the performance of the Science and Technology Innovation ETF (科创ETF, 588050) and its major holdings, highlighting both gains and losses among its constituent stocks [1]. Group 1: ETF Performance - The Science and Technology Innovation ETF (588050) opened with a gain of 0.52%, priced at 1.357 yuan [1]. - Since its inception on September 28, 2020, the ETF has recorded a return of -5.97%, with a recent one-month return of -10.05% [1]. Group 2: Major Holdings - Key stocks within the ETF include: - SMIC (中芯国际) up by 0.97% - Haiguang Information (海光信息) up by 1.57% - Cambricon (寒武纪) up by 3.45% - Lattice Semiconductor (澜起科技) up by 0.93% - Zhongwei Company (中微公司) up by 0.53% - United Imaging Healthcare (联影医疗) up by 0.07% - Kingsoft Office (金山办公) down by 0.61% - Chipone Technology (芯原股份) up by 2.94% - Stone Technology (石头科技) up by 0.49% - Transsion Holdings (传音控股) down by 0.57% [1].

证券之星消息，2025年11月27日，汇添富稳健回报债券（018830）发布公告，增聘邵蕴奇为基金经理，任职日期自2025年11月27日起，变更后汇 添富稳健回报债券（018830）的基金经理为吴振翔,邵蕴奇。截止2025年11月26日，汇添富稳健回报债券净值为1.0756，较上一日下跌0.03%，近 一年上涨4.08%。 邵蕴奇先生：中国国籍，研究生学历、硕士学位。2017年7月起任汇添富基金管理股份有限公司行业分析师、高级行业分析师。2023年8月7日至今 任汇添富上证50基本面增强指数型证券投资基金的基金经理。2023年12月26日至今任汇添富行业整合主题混合型证券投资基金的基金经理。2024 年9月26日至今任汇添富稳健汇盈一年持有期混合型证券投资基金的基金经理。2024年10月15日至今任汇添富优选价值混合型发起式证券投资基金 的基金经理。2024年10月29日至今任汇添富弘悦回报混合型发起式证券投资基金的基金经理。2025年7月10日至今任汇添富国企创新增长股票型证 券投资基金基金经理。 其管理过的公募基金如下: | 基金代码 | 基金名称 | 规模(亿元) | 任职时间 | 任职回报 | | - ...

Core Viewpoint - The fund adopts a flexible global asset allocation strategy aimed at achieving long-term capital growth and income while managing downside risks. The strategy allows for dynamic adjustments across various asset classes to adapt to changing market conditions [5][10]. Fund Overview - Fund Code: 968175 - Fund Type: Flexible USD Mixed Equity and Bond - Benchmark Index: Morningstar Europe USD Investment Target Risk Balanced Allocation Index (USD) - Fund Size: 14.78 billion CNY as of November 24, 2025 - Fund Managers: Huang Siyuan, Fan Zhizhen, Guo Shaoyu - Fund Company: Swiss Pictet Asset Management - Annual Comprehensive Fee Rate: 1.69%, slightly above the peer median of 1.63% [1][13]. Historical Performance - From May 2017 to October 2025, the fund achieved an annualized return of 7.93%, outperforming the Morningstar peer benchmark by 90 basis points and ranking in the 14th percentile among similar funds [1][11]. - The fund's volatility, measured by standard deviation, was 8.98%, lower than the peer average of 9.30% during the same period [11]. Asset Allocation Strategy - The fund's asset allocation is flexible, with stock positions ranging from 20% to 70%, bond positions from 15% to 60%, and cash positions sometimes reaching 20%. Additionally, investments in gold, alternative assets, and real estate typically do not exceed 5% [5][6]. - The investment themes include long-term structural growth, cyclical opportunities, and diversified income, allowing the fund managers to adjust allocations based on market conditions [5][6]. Management Team - The fund is managed by Huang Siyuan, who has 23 years of investment management experience, supported by Fan Zhizhen and Guo Shaoyu, who have 10 and over 20 years of experience, respectively. The team collaborates closely, leveraging resources from Pictet's global multi-asset department [2][4]. Investment Style - The fund's investment style has shifted from a balanced/value approach before 2020 to a growth-oriented style since then. This flexibility in style impacts the fund's performance based on the manager's asset and stock selection [10][11].

晨星投资洞察分享会 聚焦全球投资趋势与多元资产配置，通过"数据+工具+研究"三维赋能，分享市场洞察、研究成果和解决方案，助力金融机构搭 建科学投研体系，提升服务效能。 根据Morningstar Direct数据，2025年第三季度， 从全球公募基金资金流向来看， 债券型基金净流入超过3680亿美元，规模是股票型基金的五倍； 主动ETF延续强劲势头，季度净流入超1530亿美元，创下历史新高，而被动型开放式基金则罕见出现净流出。此外，数字资产基金作为另类投资热度 不减，总规模较二季度末逆势增长23%。 在产品发行端， 中国新发行基金数量位列全球首位；全球范围内，主动型ETF的发行数量持续领先于被动型ETF；而在成熟市场，另类资产和交易工 具类型产品正主导新发行基金趋势。 如何高效捕捉全球市场的资金流向与产品趋势？ 本次分享会将展示如何借助晨星旗舰投研平台Morningstar Direct，快速穿透全球资管格局，锁定各类资产资金流背后的市场机会。作为覆盖 全球逾60万只投资产品的专业分析平台，Morningstar Direct集成了全球公募基金、ETF及个股的底层数据独家研究支持。 | | | | | Est ...

证券之星消息，根据市场公开信息及11月26日披露的机构调研信息，淳厚基金近期对1家上市公司进行了调研，相关名单如下： 1）立讯精密 （淳厚基金参与公司特定对象调研&现场参观） 个股亮点：公司在人形机器人领域已具备全产业链核心能力，除电池与部分关节模组外，可自主完成谐波齿轮等关键部件的精加工。；公司的汽 车业务已布局多年，产品矩阵非常丰富。无论是高低压线束、高速线束、特种线束，还是闪充充电枪等，均在全球范围内都取得了良好的发展势 头。；公司办公地址为广东省东莞市清溪镇北环路313号。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 淳厚基金成立于2018年，截至目前，资产管理规模(全部公募基金)199.12亿元，排名124/211；资产管理规模(非货币公募基金)199.11亿元，排名 106/211；管理公募基金数33只，排名122/211；旗下公募基金经理10人，排名109/211。旗下最近一年表现最佳的公募基金产品为淳厚鑫悦混合A， 最新单位净值为1.0，近一年增长70.27%。 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，根据市场公开信息及11月26日披露的机构调研信息，申万菱信基金近期对1家上市公司进行了调研，相关名单如下： 1）立讯精密 （申万菱信基金参与公司特定对象调研&现场参观） 个股亮点：公司在人形机器人领域已具备全产业链核心能力，除电池与部分关节模组外，可自主完成谐波齿轮等关键部件的精加工。；公司的汽 车业务已布局多年，产品矩阵非常丰富。无论是高低压线束、高速线束、特种线束，还是闪充充电枪等，均在全球范围内都取得了良好的发展势 头。；公司办公地址为广东省东莞市清溪镇北环路313号。 申万菱信基金成立于2004年，截至目前，资产管理规模(全部公募基金)812.05亿元，排名71/211；资产管理规模(非货币公募基金)686.3亿元，排名 62/211；管理公募基金数149只，排名52/211；旗下公募基金经理26人，排名53/211。旗下最近一年表现最佳的公募基金产品为申万菱信智能驱动 股票A，最新单位净值为4.38，近一年增长68.69%。 ...

Group 1: Luxshare Precision Industry Co., Ltd. - The company has developed core capabilities across the entire industrial chain in the humanoid robot sector, capable of independently completing precision machining of key components such as harmonic gears, except for batteries and some joint modules [1] - The automotive business has been established for many years, with a rich product matrix that includes high and low voltage wiring harnesses, high-speed wiring harnesses, special wiring harnesses, and fast-charging guns, all of which have shown good development momentum globally [1] - The company's office is located at No. 313, Beihuan Road, Qingxi Town, Dongguan City, Guangdong Province [1] Group 2: Century Huatong - The games launched in 2023 continue to set new highs, with no observed peak in their lifecycle; Kingshot is breaking overseas records previously set by Whiteout Survival, indicating a larger overseas market with more users [2] - The company has tested multiple products at high speed and low cost, releasing no fewer than 20 products since 2023, with hit products driven by data; approximately two-thirds of total profits come from the "DianDian" segment, which combines cash and equity incentives [2] - The overlap of users in overseas markets is about 20%, and the increase in R&D expenses is due to the expansion of the DianDian team, with minimal impact from dollar conversion [2]

证券之星消息，根据市场公开信息及11月26日披露的机构调研信息，海富通基金近期对2家上市公司进行了调研，相关名单如下： 1）立讯精密 （海富通基金参与公司特定对象调研&现场参观） 个股亮点：公司在人形机器人领域已具备全产业链核心能力，除电池与部分关节模组外，可自主完成谐波齿轮等关键部件的精加工。；公司的汽 车业务已布局多年，产品矩阵非常丰富。无论是高低压线束、高速线束、特种线束，还是闪充充电枪等，均在全球范围内都取得了良好的发展势 头。；公司办公地址为广东省东莞市清溪镇北环路313号。 2）博盈特焊 （海富通基金参与公司特定对象调研&线上调研） 调研纪要：截至2025年9月30日，公司海外收入占比前五大国家为阿联酋、美国、泰国、巴西、日本。除垃圾焚烧发电外，主要收入行业还包括化 工、造纸、燃煤发电、燃气轮机等，公司正拓展燃气锅炉、油气管道、海洋装备等领域。煤电因稳定性成为电力兜底保障，升级改造需求将带动 防腐防磨行业发展。越南基地采用FOB模式确认收入，主要面向北美市场，竞争对手来自韩、泰、越，公司具备资质、客户经验与成本优势。 HRSG产能分布在越南与大凹基地，越南一期4条线已投产，二期预计明年二季度投产， ...

Group 1 - Major international investment banks, including UBS, Goldman Sachs, and Morgan Stanley, have released optimistic investment outlooks for the Chinese market in 2026, highlighting the increasing attractiveness of the A-share market and the AI sector as a key investment direction [1][2] - UBS's China equity strategy head, Wang Zonghao, predicts a 14% increase in the MSCI China Index by the end of 2026, with favorable factors such as low valuations and moderate profit growth supporting the market [1] - Morgan Stanley has slightly raised its target for Chinese stock indices, emphasizing the stability of valuations and moderate profit growth, which positions China favorably in the global tech competition [1][2] Group 2 - Fidelity International's global multi-asset head anticipates a resilient global macro environment in 2026, with a focus on stock assets, particularly in emerging markets like China and South Korea [2] - Goldman Sachs notes that emerging market stocks are currently trading at a 40% discount compared to U.S. stocks, suggesting potential for outperformance in 2026 due to supportive macro conditions [2] - The AI industry is viewed as one of the most certain investment themes for 2026 by multiple foreign institutions, indicating strong confidence in this sector's growth potential [2][3] Group 3 - The technology sector remains a primary investment focus, with continued optimism for tech and internet stocks, as highlighted by Wang Zonghao [3] - Morgan Stanley's investment manager, Li Shengyao, emphasizes the long-term structural benefits of China's supply chain and the economic closed loop formed in AI, integrated circuits, biomedicine, and high-end equipment [3] - Fidelity International's global multi-asset head points out that breakthroughs in AI are expected to drive strong performance in A-share and Hong Kong tech stocks in 2025, supported by China's AI ecosystem and favorable policies [3]