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神秘资金出手!
中国基金报· 2025-12-18 05:45
多只宽基ETF位居当日资金净流入榜前十名。其中,A500ETF华泰柏瑞资金净流入超过32亿元,A500ETF南方、华泰柏瑞沪深300ETF资 金净流入均超过20亿元。全市场32只中证A500ETF合计资金净流入超过110亿元。 【导读】神秘资金出手!股票ETF昨日"吸金"超191亿元 中国基金报记者 若晖 12月17日午后,多只宽基ETF放量异动,带动上证指数直线拉升。随着今日最新ETF资金流向数据披露,背后的资金推手也浮出水面。 银河证券基金研究中心数据显示,昨日股票ETF(含跨境ETF)资金净流入191.10亿元,创12月以来单日资金净流入新高。 股票ETF昨日"吸金"超191亿元 昨日午后,A股市场异动拉升,多只宽基ETF放量成交引发市场关注。 银河证券基金研究中心数据显示,截至12月17日,全市场1274只股票ETF(含跨境ETF)总规模达4.4万亿元。在昨日股市上涨行情中, 股票ETF市场总份额增加128.43亿份,按照区间成交均价测算,净流入资金达191.10亿元。 从大类型来看,宽基ETF与债券ETF资金净流入居前,分别达163.91亿元与70.77亿元;行业主题ETF净流出居前,达11.22亿 ...
Morningstar: Low Fees Drive Outperformance for Stock and Bond Funds
Yahoo Finance· 2025-12-17 20:00
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Stock and bond funds with lower fees are outperforming their more expensive category peers, according to new research from Morningstar. Over the past decade, the return difference between the cheapest and priciest funds in these sectors has reached over 2 percentage points, noted Jeffrey Ptak, managing director at Morningstar Research Services, who conducted the research Ptak looked at ho ...
首批浮动费率基金业绩分化悬殊:华商致远回报A涨59%领跑,广发价值稳进A跌8%垫底,安信、银华旗下产品落后
Xin Lang Cai Jing· 2025-12-17 07:59
Core Insights - The first batch of floating fee rate funds has shown significant performance differentiation, highlighting the varying capabilities of fund managers in terms of positioning, sector allocation, and market judgment [1][9] Performance Overview - As of December 16, 2025, out of 26 funds, 19 achieved positive returns while 7 reported negative returns. The top performer, Huashang Zhiyuan Return A, delivered a remarkable return of 58.90%, followed by Xin'ao Advantage Industry A at 36.86% and E Fund Growth Progress A at 34.98% [2][10] - Other notable performers include Jiashi Growth Win A and Invesco Great Wall Growth, both exceeding 23% returns. Conversely, funds like Guangfa Value Steady A and Yinhua Growth Smart A reported negative returns of -8.32% and -3.35%, respectively [2][10] - The overall distribution of fund returns is characterized by a "middle large, both ends small" pattern, with most funds yielding between -0.1% and 7% [2][10] Fund Size and Performance Relationship - Notably, high-performing funds are not exclusively large. Huashang Zhiyuan Return A, with a size of 2.838 billion yuan, is the largest, while Jiashi Growth Win A, with a size of 406 million yuan, achieved a return of 32.88%, demonstrating the agility of smaller funds in volatile markets [2][10] Investment Strategies - Top-performing funds tend to focus on high-growth sectors. For instance, Huashang Zhiyuan Return A has concentrated holdings in AI computing-related stocks, with significant contributions from stocks like Zhongji Xuchuang and Shijia Photon, which saw increases of 45.39% and 40.17% over the past three months [3][11] - Xin'ao Advantage Industry A has a high concentration in semiconductor storage, with key stocks like Demingli and Jiangbolong rising by 55.43% and 119.02%, respectively. However, this strategy also led to volatility, as some holdings experienced declines of 13% to 21% [5][13] - E Fund Growth Progress A adopts a more balanced approach, diversifying across sectors such as optical communication and consumer electronics, successfully capturing gains from leading stocks [6][15] Underperforming Funds - Underperforming funds often remain focused on traditional industries or deviate from market trends. Guangfa Value Steady A has a significant allocation to liquor stocks, which have generally declined over 10% in the past three months, contrasting sharply with the strong performance of technology sectors [7][16] - Yinhua Growth Smart A is heavily invested in the real estate sector and certain pharmaceutical stocks, with some holdings experiencing declines as steep as 44.58%, indicating a lack of timely adjustments to market shifts [8][17] Conclusion - The short-term performance of the first batch of floating fee rate funds reflects a collision of different investment strategies and market styles in 2025. Funds aligned with the technology growth narrative performed strongly, while those focused on traditional value or balanced strategies lagged behind [9][17]
国泰基金管理有限公司关于国泰标普500交易型开放式指数证券投资基金(QDII)二级市场交易价格溢价风险提示公告
Shang Hai Zheng Quan Bao· 2025-12-16 19:05
登录新浪财经APP 搜索【信披】查看更多考评等级 近期,国泰基金管理有限公司(以下简称"基金管理人")旗下国泰标普500交易型开放式指数证券投资 基金(QDII)(场内简称:标普500ETF,交易代码:159612,以下简称"本基金")二级市场交易价格 明显高于基金份额参考净值,出现较大幅度溢价。特此提示投资者关注二级市场交易价格溢价风险,投 资者如果盲目投资,可能遭受重大损失。若本基金2025年12月17日当日二级市场交易价格溢价幅度未有 效回落,本基金有权采取向深圳证券交易所申请盘中临时停牌、延长停牌时间等措施以向市场警示风 险,具体以届时公告为准。现特向投资者提示如下: 一、本基金为交易型开放式基金,投资者可在二级市场交易本基金,也可以申购、赎回本基金(其中, 本基金于2025年11月3日起暂停申购业务)。本基金二级市场的交易价格,除了有基金份额净值变化的风 险外,还会受到市场供求关系、系统性风险、流动性风险等其他因素的影响,可能使投资人面临损失。 二、截至目前,本基金运作正常且无应披露而未披露的重大信息,基金管理人将严格按照法律法规及基 金合同的规定进行投资运作,履行信息披露义务。 风险提示:基金管理 ...
A股因何调整?公募激辩未来走势,大摩:2026年更多外资回归中国市场
Xin Lang Cai Jing· 2025-12-16 13:24
Market Overview - A-shares have seen a significant decline, with the Shanghai Composite Index dropping from a high of 4034 points in mid-November to near 3800 points [1] - The Hang Seng Technology Index fell by 1.74%, while the Hang Seng Index and the China Enterprises Index dropped by 1.54% and 1.79%, respectively, marking recent lows [1] - Bitcoin has recently fallen below $86,000 for the first time in two weeks, and gold prices ended a five-day increase, with COMEX gold down by 0.61% [1] ETF Performance - Gold-themed ETFs have experienced notable declines, with the Yongying Gold Stock ETF dropping by 4.16%, leading the market [2] - Other ETFs in sectors such as semiconductor, new energy, photovoltaic, and artificial intelligence also saw declines exceeding 3% [1][2] Reasons for Market Adjustment - The recent downturn in A-shares is attributed to three main factors: a significant drop in the AI sector of the US stock market, a hawkish stance on interest rate cuts, and increased liquidity demands as the year-end approaches [4] - The AI sector's decline was highlighted by major US tech stocks losing substantial market value, impacting the A-share technology index [4] Future Market Outlook - Despite recent volatility, several brokerages suggest that the spring market rally may still be anticipated, supported by policy measures and liquidity improvements as year-end approaches [6] - There is a consensus among institutions that the current market conditions may present opportunities for a "spring rally," particularly in sectors aligned with the "14th Five-Year Plan" such as quantum technology and biomanufacturing [7] 2026 Market Predictions - Looking ahead to 2026, institutions are optimistic about the equity market, particularly in technology, which is expected to remain a key focus [9] - The return of foreign capital to the Chinese market is anticipated, with sectors such as high-end manufacturing and biotechnology expected to offer significant investment opportunities [10]
温州湾新区、龙湾区政府投资基金拟参股子基金公示
Sou Hu Cai Jing· 2025-12-16 05:27
2025年12月15日 在公示期内,任何单位和个人若对公示内容有异议的,可在公示期内以书面形式向温州湾新区投资集团 有限公司提出。以个人名义提出异议的,请写明自己的真实姓名、单位、联系地址及联系方式等;以单 位名义提出异议的,须加盖单位公章。 联系方式:徐女士,0577-86969066 联系地址:温州市龙湾区永中街道永宁西路565号温州银行龙湾大楼906室 邮政编码:325024 温州湾新区投资集团有限公司 温州湾新区、龙湾区政府投资基金2025年拟参股子基金名单公示根据《温州湾新区、龙湾区产业基金管 理办法(修订)》(温龙政发〔2024〕9号)、《温州湾新区、龙湾区创新创业投资引导基金管理办 法》(温龙政办发〔2025〕45号)规定,经研究,拟同意深圳市倚锋投资管理企业(有限合伙)、广东 省粤科母基金投资管理有限公司两家基金管理人为区产业基金阶段参股合作机构,杭州东方嘉富资产管 理有限公司、海南隆门私募基金管理合伙企业(有限合伙)、温州源泉创业投资合伙企业(有限合 伙)、雅榕(温州)股权投资私募基金管理有限公司四家基金管理人为区创投基金阶段参股合作机构, 并合作子基金。现将管理机构有关情况予以公示(名单见 ...
Virtus Zevenbergen Technology Fund Q3 2025 Performance Review
Seeking Alpha· 2025-12-15 14:41
Group 1 - The article does not provide any specific content or key points related to a company or industry [1]
7000亿元“银行系”基金公司迎新掌门人
Sou Hu Cai Jing· 2025-12-11 12:12
简历显示,刘信群此前担任中国银行深圳市分行行长、党委书记。 【大河财立方消息】12月11日,中银基金管理有限公司发布关于董事长(法定代表人)变更的公告,刘 信群担任公司董事长。 | 基金管理人名称 | 中银基金管理有限公司 | | --- | --- | | 公告依据 | 《证券基金经营机构董事、监事、高级管理人员及 | | | 从业人员监督管理办法》等 | | 变更类型 | 新任意令营曲公司董事长 | | 新任职务 | 董事长、法定代表人 | | --- | --- | | 姓名 | 刘信群 | | 任职日期 | 2025年12月10日 | | 过往从业经历 | 中南财经大学统计学专业博士研究生。2025年加入 | | | 中银基金管理有限公司,现任党委书记、董事。历 | | | 任中国银行司库助理总经理,中国银行深圳市分行 | | | 行长助理、党委委员,中国银行深圳市分行副行长、 | | | 党委委员,中国银行(香港)有限公司风险管理部 | | | 总经理,中国银行司库总经理,中国银行深圳市分 | | | 行行长、党委书记。兼任深圳市第七届人大代表、 | | | 深港金融合作委员会委员。 | | 取得的 ...
Ascentium收购Marbury,扩展基金管理服务能力
Sou Hu Cai Jing· 2025-12-11 02:39
MARBURY An uscentium Company 表示:"加入Ascentium为Marbury带来了令人振奋的机遇。我们的专业团队和客户关系保持不变,但我 们将受益于更强大的全球平台、更先进的技术以及更广泛的服务能力。我们期待未来为客户创造更大价 值。" 补充:"我很高兴看到Marbury迈出这一重要一步,成为Ascentium的一部分。与Lennard及其领导团队会 面后,我深信这一举措将为我们的客户乃至整个行业带来积极变革。双方将携手打造更强大的平台,结 合专业知识与科技,为全球客户提供卓越的基金解决方案。" 此次收购将进一步提升Ascentium在企业服务、财务与会计、基金管理、人力资源以及信托服务等领域 的能力,为客户带来更卓越的体验。 该交易体现了Ascentium长期战略:汇聚高质量企业、专业人才及领先科技,为客户提供更完善的服 务。这是继收购 、、以及后的又一重要里程碑。目前,Ascentium在全球23个市场、45个城市设有办公 室,拥有超过2,500名专业人员,服务超过60,000家客户实体。 新加坡2025年12月11日-- 总部位于新加坡的全球领先商业服务平台欣然宣布成功收购总 ...
2025年四类个人养老金产品的收益率对比,分红型个人养老金保险产品表现突出!
13个精算师· 2025-12-10 11:03
1 截至2024年末,全国65岁及以上的老年人口22023万人,占总人口的15.6%,已进入深度老龄化阶段。 个人养老金发展现状 为应对我国老龄化加速演进带来的挑战,早在2022年国务院办公厅印发《关于推动个人养老金发展的意见》,正式确立个人养老金制度作为养老保险体 系"第三支柱"的核心地位,通过"政府税收优惠+个人自愿参与+市场化专业运营"的模式,填补养老保障体系的短板。 2022年11月,个人养老金制度率先在36个城市(地区)启动试点,2024年12月正式向全国范围内推开。 据人力资源和社会保障部最新数据,当前全国个人养老金开户人数已突破7000万户,参与热情持续升温。产品供给端同样呈现多元化扩容态势。 截至目前,全国个人养老金产品目录内在售产品共计926只,涵盖四大核心类型:储蓄类产品466只,以国有大行和股份制银行的专属定期存款、大额存 单为主。 保险类产品118只,包括专属商业养老保险、分红型养老保险等。 正文: 基金类产品305只,是"养老专属版",购买费率有折扣、且可享受税收优惠,涵盖权益类、混合类、债券类等多种类型。 理财类产品37只,以低风险的固定收益类产品为主,形成了"稳健为主、多元互补" ...