风险提示：基金有风险，投资须谨慎。 华泰柏瑞基金今日公告，旗下华泰柏瑞盈泰稳健3个月持有混合FOF于2025年10月23日提前结束募集， 自10月24日起不再接受认购申请。根据此前公告，该产品于2025年10月23日起发售，募集截止日原定于 10月31日，但最终仅1日便完成募集事宜。 ...

长安泓沣中短债债券A/C成立于2017年8月9日，长安泓沣中短债债券E成立于2021年12月17日，截 至2025年10月22日，其今年来收益率为1.53%、1.41%、1.40%，成立来收益率为40.92%、39.09%、 13.29%，累计净值为1.3947元、1.3772元、1.3871元。 长安泓润纯债债券A/C成立于2018年6月6日，长安泓润纯债债券E成立于2022年9月29日，截至2025 年10月22日，其今年来收益率为-0.14%、-0.29%、-0.29%，成立来收益率为29.76%、27.92%、9.01%， 累计净值为1.2965元、1.2784元、1.2912元。 中国经济网北京10月23日讯 昨日，长安基金公告，长安泓沣中短债债券、长安泓润纯债债券增聘 袁浩然。 袁浩然曾任上海新世纪资信评估投资服务有限公司分析师，东亚前海证券有限责任公司业务风控 岗。现任长安基金管理有限公司固定收益部基金经理助理兼信用评估高级经理。 | 基金名称 | 长安泓淳中短债债券型证券投资基金 | | --- | --- | | 基金简称 | 长安泓淳中短债债券 | | 基金主代码 | 004907 | | ...

Market Performance - The market experienced a pullback today, with the Shanghai Composite Index declining by 0.72%, the ChiNext Index down by 1.03%, and the STAR 50 Index falling by 1.71% [1] - The recently strong ChiNext Growth ETF adjusted downwards by 1.87% [1] Recent Trends - Over the past five trading days, the ChiNext Growth ETF increased by 5.56%, while the ChiNext Index rose by 1.11%, resulting in an excess return of 4.45 percentage points [1][2] - The ChiNext Growth ETF tracks a strategy index that selects 50 actively traded growth stocks from the ChiNext market based on growth and momentum factors, indicating high growth and elasticity characteristics suitable for positioning in the ChiNext trend [2]

公告称，万家智胜量化选股股票型证券投资基金经中国证券监督管理委员会证监许可[2025]1773号文准 予注册，于2025年10月13日开始募集，原定认购截止日为2025年10月24日，现决定将该基金募集期延长 至2025年10月29日。 该基金拟任基金经理为尹航2015年6月入职万家基金管理有限公司，现任量化投资部副总监(主持工 作)、基金经理，历任量化投资部研究员、专户投资经理。曾任德邦基金管理有限公司金融工程与产品 部产品经理，鑫元基金管理有限公司战略发展部产品经理等职。 中国经济网北京10月23日讯今日，万家基金发布关于万家智胜量化选股股票型证券投资基金延长募集期 的公告。 ...

中国经济网北京10月23日讯 今日，泰信基金公告，泰信添益90天持有期债券、泰信鑫瑞债券发起式增 聘周庆。 周庆曾任中国银行上海市分行金融机构部团队负责人岗位，财通证券资产管理有限公司固收私募投资部 产品经理、固收研究部研究员、固收私募投资部投资经理助理、固收公募投资部高级经理、B角、基金 经理职务。2025年3月加入泰信基金管理有限公司，曾任金融科技部联席总监，现任固收投资部总监兼 集中交易部联席总监、基金经理。 泰信添益90天持有期债券A/C成立于2023年11月9日，截至2025年10月22日，其今年来收益率为1.42%、 1.25%，成立来收益率为4.51%、4.10%，累计净值为1.0451元、1.0410元。 | 基金名称 | 泰信添益 90天持有期债券型证券投资基金 | | --- | --- | | 基金简称 | 泰信添益 90天持有期债券 | | 基金主代码 | 019762 | | 基金管理人名称 | 泰信基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》 | | 基金经理变更类型 | 增聘基金经理 | | 新任基金经理姓名 | 周庆 | | 共同管理本基金的 ...

Core Insights - The report highlights a significant growth in equity fund sizes, particularly in the technology sector, which remains a core investment area for many funds [1][11] - AI-themed funds have shown remarkable performance, with top funds achieving quarterly returns exceeding 80% [1][7] Fund Performance - The top three performing funds in Q3 are: - Yongying Technology Select A with a return of 99.74% and a total size of 11.52 billion [2][3] - Zhongou Information Technology A with a return of 83.72% and a total size of 6.46 billion [2][7] - Zhongou Digital Economy A with a return of 79.11% and a total size of 13.02 billion [2][9] - Other notable funds include: - Anxin Innovation Pioneer A with a return of 74.93% [2] - Kesu Digital Economy A with a return of 70.46% [2] Investment Strategies - Fund managers emphasize maintaining high positions in the market, focusing on the global cloud computing supply chain and AI infrastructure [3][9] - Yongying Technology Select A has significantly increased its holdings in key stocks such as ShenNan Circuit and Tai Chen Guang, with increases over 500% [5][4] - Zhongou Information Technology A's manager expresses caution regarding the sustainability of high returns, attributing recent performance to favorable market conditions [7] Sector Focus - The report indicates a strong focus on AI and digital economy sectors, with funds actively investing in AI infrastructure and related technologies [11][13] - Long-term value is seen in the innovative pharmaceutical sector, with funds like Changcheng Pharmaceutical Industry Select A achieving a return of 15.32% in Q3 [11][13] Risk Management - Fund managers collectively stress the importance of risk control, advising against using past performance to predict future results [14] - There is a consensus on the need for balanced investment strategies to navigate market uncertainties while embracing technological advancements [14]

Core Viewpoint - The article highlights the positive shift in market confidence and the increasing interest in equity funds, particularly those managed by skilled fund managers, indicating a potential investment opportunity in the current market environment [2][3]. Fund Issuance and Market Sentiment - As of October 22, over 6 equity funds have announced early closure of fundraising, including several actively managed funds led by high-performing managers [2]. - The newly launched floating fee rate fund, Jiashi Growth Sharing Mixed Fund, has seen strong subscription since its launch on October 20 [2]. Talent Development and Investment Strategy - Jiashi Fund employs a "3-3-3 growth path" for its investment research talent, emphasizing at least 3 years of industry research, followed by comparative studies across multiple industries, and finally transitioning to investment management [3][4]. - The article discusses the importance of a structured talent development mechanism, which allows for the integration of experienced and new managers, fostering a competitive edge in the market [9][15]. Performance of Fund Managers - Meng Xia, a representative fund manager, has shown a solid investment style focused on "quality growth," emphasizing the importance of companies with strong fundamentals and significant growth potential [4][5]. - Meng Xia's managed funds, such as Jiashi Advantage Growth and Jiashi Manufacturing Upgrade, have demonstrated impressive returns, with Jiashi Manufacturing Upgrade achieving a return of 132.53% since September 24, 2022 [6][10]. Broader Market Insights - The article notes that the current A-share market remains within a reasonable valuation range, suggesting that recent adjustments may present good investment opportunities [8]. - Meng Xia expresses optimism about investment opportunities in high-end manufacturing and technology sectors, as well as a reversal in domestic demand [7][8]. Team Structure and Collaboration - Jiashi Fund's investment team includes a mix of experienced and emerging managers, fostering a collaborative environment that enhances investment strategies [9][13]. - The article highlights various fund managers within Jiashi, each with distinct investment styles and successful track records, contributing to the firm's overall performance [11][12].

Group 1 - The core point of the news is that Feiwo Technology's stock price dropped by 5.12% to 40.61 CNY per share, with a trading volume of 224 million CNY and a turnover rate of 12.18%, resulting in a total market capitalization of 3.052 billion CNY [1] - Feiwo Technology, established on July 20, 2012, is located in Changde City, Hunan Province, and specializes in the research and manufacturing of high-strength fasteners, providing comprehensive fastening system solutions. The main business revenue composition is 90.41% from fasteners, 7.47% from other sources, and 2.13% from components [1] Group 2 - Among the top ten circulating shareholders of Feiwo Technology, a fund under China Merchants Fund, the China Merchants Quantitative Selected Stock Initiation A (001917), entered the top ten in the third quarter, holding 811,300 shares, which accounts for 1.82% of the circulating shares. The estimated floating loss today is approximately 1.7767 million CNY [2] - The China Merchants Quantitative Selected Stock Initiation A (001917) was established on March 15, 2016, with a latest scale of 2.765 billion CNY. Year-to-date returns are 40.44%, ranking 936 out of 4218 in its category; the one-year return is 47.04%, ranking 509 out of 3875; and since inception, the return is 276.95% [2]

Core Viewpoint - The gold market has experienced significant fluctuations since the beginning of 2023, with recent price movements indicating a potential for continued volatility despite long-term support for gold prices [1][5]. Price Movements - As of October 23, 2023, COMEX gold futures prices turned upward, with related ETFs showing signs of recovery after previous declines [1]. - The 华夏 gold ETF (518850) narrowed its decline to 0.68%, while the gold stock ETF (159562) fell by 1.04%, and the non-ferrous metals ETF (516650) increased by 0.62% [1]. Historical Volatility - The gold market has experienced four significant periods of volatility over the past three years, each characterized by notable drawdowns: - First period: December 1, 2023, to February 14, 2024, lasting 51 trading days with a maximum drawdown of 7.64% [2]. - Second period: April 22, 2024, to June 26, 2024, lasting 46 trading days with a maximum drawdown of 6.11% [3]. - Third period: October 30, 2024, to December 18, 2024, lasting 36 trading days with a maximum drawdown of 9.29% [4]. - Fourth period: April 22, 2025, to August 19, 2025, lasting 84 trading days with a maximum drawdown of 11.01% [5]. Long-term Investment Perspective - Analysts suggest that gold price fluctuations may become a norm due to ongoing uncertainties in U.S. tariff policies and the dollar's rebound amid de-dollarization trends, which still provide strong support for gold prices [5]. - Despite short-term pressures, the long-term investment value of gold remains robust, with recommendations for long-term investors to gradually accumulate positions during price dips [5]. Performance Metrics - As of October 22, 2025, the 华夏 gold ETF has shown impressive performance metrics since its inception: - Highest single-month return of 11.49% - Longest consecutive monthly gains of 6 months - Maximum cumulative gain of 16.34% - Monthly gain/loss ratio of 41/24, with an average monthly return of 3.32% - Annual profit percentage of 75.00% - Monthly profit probability of 62.99% - Historical three-year holding profit probability of 99.51% [5].

资金流入方面，碳中和ETF最新资金净流出822.85万元。拉长时间看，近10个交易日内有6日资金净流入，合计"吸金"6307.75万元，日均净流入达630.78万 元。 截至2025年10月23日 14:30，碳中和ETF(159790)上涨0.80%，最新价报0.75元。拉长时间看，截至2025年10月22日，碳中和ETF近1月累计上涨4.33%。 流动性方面，碳中和ETF盘中换手2.2%，成交4660.05万元。拉长时间看，截至10月22日，碳中和ETF近1月日均成交5314.56万元，居可比基金第一。 规模方面，碳中和ETF近1月规模增长1.06亿元，实现显著增长，新增规模位居可比基金1/5。 份额方面，碳中和ETF近1周份额增长1300.00万份，实现显著增长。 跟踪精度方面，截至2025年10月22日，碳中和ETF近2月跟踪误差为0.015%，在可比基金中跟踪精度最高。 碳中和ETF紧密跟踪中证内地低碳经济主题指数，中证内地低碳经济主题指数由清洁能源发电、能源转换及存储、清洁生产及消费与废物处理等公司组成， 以反映低碳经济主题上市公司证券的整体表现。 以上内容与数据，与有连云立场无关，不构成投资建议 ...