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十年收益TOP10!这些百亿基金经理凭什么?AI锐评
Sou Hu Cai Jing· 2026-02-09 14:02
在波动多变的A股市场,基金经理是选基的核心变量。短期亮眼业绩,往往掺杂市场贝塔与运气成分;而穿越牛熊的长期 业绩,才是检验投研实力与适应能力的试金石。 2026开年,我们来盘点十年长期业绩领先的百亿级基金经理榜单。从榜单数据可看,跻身TOP10基金经理十年收益率均超 170%,最高者接近350%。他们管理规模可观,最高达594亿元;任职年限最长者已深耕行业14年,榜单覆盖9家基金公 司。 | | | 年收益排名前十的百亿基金经_ | | | | --- | --- | --- | --- | --- | | 基金经理名称 | 十年区间收益 [加权方式]规模加权 | 基金经理年限 康位年 | 现任真会公 | 任职基金总规模 [单位]亿元 | | | [单位]% | | | | | XI 7 Pist | 349.49 | 13.39 | 乐吴县金 | 113.92 | | | 265.50 | 10.78 | 万家基金 | 127.02 | | | 265.43 | 13.38 | 易方达基金 | 222.20 | | | 248.28 | 10.22 | 华安基金 | 153.26 | | | 223.46 ...
公告精选︱源杰科技:拟投资约12.51亿元建设光电通讯半导体芯片和器件研发生产基地二期项目
Ge Long Hui A P P· 2026-02-09 14:01
Group 1 - ST京蓝 may apply for suspension of trading if stock price continues to rise abnormally [1] - ST * 4 is under investigation by the CSRC for suspected information disclosure violations [1] - Alliance Material plans to invest in a project to produce 30,000 tons of lithium-ion battery cathode materials annually [1] - Jin Tanglang has won a contract for a project worth 242 million yuan [1] - Zhongmin Energy intends to acquire a 51% stake in Mintou Pumped Storage for 864 million yuan [1] - Weimais expects a net profit of 557 million yuan for 2025, a year-on-year increase of 39.22% [1] - Kaiying Network plans to repurchase shares worth 100 million to 200 million yuan [1] - Tengya Precision plans to reduce its stake by up to 2.68% [1] - Optoelectronics intends to issue convertible bonds not exceeding 1.38 billion yuan [1] - Zhiguang Electric has received customer orders worth 1.004 billion yuan [1] Group 2 - Borui Communication plans to acquire a 9% stake in its subsidiary Hongxing Education [2] - Changchuan Technology's actual controller plans to reduce its stake by up to 1.1128% [2] - Optoelectronics plans to issue convertible bonds to raise no more than 1.38 billion yuan for AI intelligent vision solution R&D [2] - Zhiguang Electric has secured customer orders worth 1.004 billion yuan [2] - Xiamen Tungsten plans to acquire a 39% stake in Jiujiang Dadi [2] - Fangda Carbon plans to acquire 100% of Tongda Huanyu for 319 million yuan [2] - Eastern Airlines Logistics intends to acquire a 49% stake in Eastern Airlines Supply Chain for 200 million yuan [2] - Jinhui Co. plans to acquire 100% of Fusheng Mining for 210 million yuan [2] - Zhongmin Energy intends to acquire a 51% stake in Mintou Pumped Storage for 864 million yuan [2] - Yunyi Electric plans to repurchase shares worth 100 million to 150 million yuan [2] - Gaoweida plans to repurchase shares worth 30 million to 35 million yuan [2] - Kaiying Network plans to repurchase shares worth 100 million to 200 million yuan [2] - Tiankang Biological plans to repurchase shares worth 100 million to 200 million yuan [2] - Dianzhu Technology plans to repurchase shares worth 100 million to 200 million yuan [2] - Tengya Precision plans to reduce its stake by up to 2.68% [2] - Bowei Alloy plans to increase its stake by 100 million to 150 million yuan [2]
放弃幻想!别盯着特朗普了,手握8520亿的马斯克,才是中国真正对手
Sou Hu Cai Jing· 2026-02-09 12:53
很多人至今仍将特朗普视为中国科技崛起的最大阻碍,忌惮他动辄挥舞的关税大棒和脱钩断链的把戏。但事实上,这位四年一换、政策朝令夕改的大佬,带 来的不过是短期干扰。真正让人夜不能寐、暗藏致命威胁的,是埃隆·马斯克。 随着SpaceX和xAI强强联合,其估值飙升至1.25万亿美元。随之而来的是马斯克个人财富的爆炸式增长,根据最新数据,其身家已达8520亿美元,创下历史 新高。更令人震惊的是,他每四个月就会刷新一次财富纪录,按照这个速度,今年内成为万亿美元富翁已是大概率事件。这笔财富并非泡沫堆砌,而是扎根 于航天、新能源、AI等硬科技领域,足以支撑他颠覆多个行业、重构全球规则。 特朗普的打法是"堵门",靠政策限制制造壁垒,我们还是有应对方案的,也算是你来我往,谁也不吃亏。而马斯克的打法,则让我们很苦恼,他将SpaceX、 特斯拉、xAI、Optimus人形机器人串联成闭环生态,掌控通信、数据、能源、制造等核心命脉,悄悄制定新的技术规则。更值得警惕的是,xAI已与美国国 防部门也达成了合作。星链更是早已成为美军军事体系的一部分,很重要的一部分。而作为其核心掌控者的马斯克,是不是更可怕? 当然了,面对这份威胁,中国并非毫无 ...
苏能股份:公司坚定做大做强煤炭、电力、新能源等产业
Zheng Quan Ri Bao· 2026-02-09 12:38
Core Viewpoint - The company, Suneng Co., is committed to strengthening its position in the coal, electricity, and renewable energy sectors while focusing on growth within the Jiangsu energy market [2] Group 1 - The company aims to expand its operations in coal, electricity, and renewable energy industries [2]
原宁德时代执行总裁朱威出任地平线总裁
Cai Jing Wang· 2026-02-09 12:28
2月9日,从地平线获悉,原宁德时代执行总裁朱威将出任地平线总裁,原地平线总裁陈黎明将转任副董 事长。 加入宁德时代前,朱威曾任法雷奥中国区副总裁,负责汽车舒适及辅助驾驶业务。其职业经历横跨智能 驾驶和新能源,并在国内和国际业务上都有丰富的经验。 公开资料显示,朱威本科毕业于中国科学技术大学精密仪器专业,拥有耶鲁大学商学院MBA学位。在 宁德时代任职8年,负责公司乘用车以及海外储能业务。 ...
绿电赋能智算 内蒙古持续推进算力产业发展
Xin Hua She· 2026-02-09 12:14
Group 1 - The core viewpoint of the articles highlights the rapid development of the computing power industry in Hohhot, Inner Mongolia, positioning it as a key node in China's "East Data West Computing" project, with a significant reliance on green energy for its operations [1][2]. - Hohhot's computing power industry has achieved a remarkable 96% share of intelligent computing, with the response time for data transmission between Hohhot and Beijing being less than 5 milliseconds, showcasing the efficiency of the infrastructure [1][2]. - The use of green electricity in Hohhot's computing power sector has reached 86%, significantly reducing operational costs for computing enterprises, which are heavily reliant on electricity consumption [2]. Group 2 - Hohhot has established a "computing network collaboration" system, connecting with 27 provincial capitals and municipalities across China, achieving low latency in data transmission, which is crucial for the efficiency of the computing power industry [5]. - The Inner Mongolia Autonomous Region government plans to support the development of a leading green computing power and data industry cluster in the Helinger New District, aiming to enhance collaboration with surrounding areas and promote the growth of the computing power equipment manufacturing and data processing industries [5].
开年传捷报!国家电投山东公司首个省外百万千瓦新能源基地建成投运
Zhong Guo Fa Zhan Wang· 2026-02-09 11:49
Group 1 - The successful grid connection of the 100 MW wind power project at the Pingshan Lake in Gansu marks a milestone for the State Power Investment Corporation (SPIC) in building green energy bases outside Shandong Province, with a total installed capacity of 1.05 million kW [1][2] - The Gansu project is the first self-developed project by SPIC in the external renewable energy market, facing severe natural challenges such as extreme low temperatures of -30°C and strong sandstorms, as well as complex grid connection issues [2] - The project is expected to generate an annual power output of 209 million kWh, saving approximately 63,500 tons of standard coal and reducing carbon dioxide emissions by about 174,000 tons and sulfur dioxide emissions by around 522 tons, contributing to the company's "dual carbon" goals [2] Group 2 - SPIC plans to leverage the full operation of its first external million-kilowatt renewable energy base to optimize its green energy industry layout and promote the implementation of high-quality self-developed projects, aligning with the group's "balanced growth strategy" for sustainable development [3]
瑞风新能源(00527.HK)拟投资约240亿元建设宣化人工智能算力中心项目
Ge Long Hui· 2026-02-09 11:46
格隆汇2月9日丨瑞风新能源(00527.HK)公告,于2026年2月9日,公司与中华人民共和国河北省张家口市 宣化经济开发区管理委员会("宣化经开管委会")正式签署投资框架协议,将总投资约人民币240亿元,在 宣化区启动建设华北地区规模最大的推理算力集群园区—宣化人工智能算力中心项目("本项目"),全力 打造全国一体化算力网路张家口国家枢纽节点核心园区。 市场层面上,智慧算力需求正呈指数级增长,中国市场占据全球人工智能晶片市场规模重要份额。自动 驾驶、生物计算、科学模拟等新兴领域,正在创造前所未有的算力需求。技术层面,大模型训练所需的 计算量远超摩尔定律的速度。由人工智能标志性技术引发的革命,对算力基础设施提出了前所未有的要 求。 2.国家算力网路与产业生态协同进化 中国算力网路正从分散建设走向全国一体化布局。截至2025年6月底,全国在用算力中心标准机架总规 模突破1,085万架,但算力资源分布不均、供需错配问题依然突出。"东数西算"工程正是解决这一矛盾 的系统性方案。通过构建"资料西存、东数西算、西数东训"的协同体系,实现全国算力资源的优化配 置。 根据投资框架协议并在订立最终协议的前提下,本项目主要建设 ...
瑞风新能源(00527)与宣化经开管委会签署投资框架协议拟建设华北地区规模最大的推理算力集群园区
智通财经网· 2026-02-09 11:42
此次投资标志着集团向"绿色能源+智慧算力+新型储能"综合服务商的战略转型。集团将继续以创新与 绿色为方向,与政府、电网及产业链伙伴共同推动本项目成为全国算力网路的标杆,为数位经济发展提 供清洁、强劲的算力支援。 智通财经APP讯,瑞风新能源(00527)发布公告,于2026年2月9日,公司与中国河北省张家口市宣化经济 开发区管理委员会(宣化经开管委会)正式签署投资框架协议,将总投资约人民币240亿元,在宣化区启 动建设华北地区规模最大的推理算力集群园区 — 宣化人工智能算力中心项目,全力打造全国一体化算 力网路张家口国家枢纽节点核心园区。 根据投资框架协议并在订立最终协议的前提下,本项目主要建设内容为"智算中心+绿电+储能",分五 期工程建设。本项目一期智算中心拟建设规模不低于3000机架,建设等级为A级,容积率不低于1.2,单 机架功率不低于12千瓦。智算中心预计运行电源使用效率(PUE)值不高于1.2,水资源利用效率(WUE)值 不高于1.1,伺服器拟采用节水型或非耗水型制冷方式,占地面积约200亩(已征转并取得批复)。同期建 设一座规模为200兆瓦╱800吉瓦时的电网侧独立储能电站,电站采用磷酸铁锂电化 ...
大唐新能源完成发行20亿元公司债券
Zhi Tong Cai Jing· 2026-02-09 11:27
Group 1 - The company, 大唐新能源, has completed the public issuance of its 2026 renewable corporate bonds on February 9, 2026 [1] - The total issuance scale of the bonds is RMB 2 billion, with a base term of 3 years [1] - The face value of the bonds is RMB 100, and the issuance interest rate is 1.96% [1]