Core Insights - The event "马上发财书店许愿局" organized by China Fund News in collaboration with Southern Fund and Bosera Fund aimed to integrate financial literacy with reading culture, providing an immersive experience for investors to learn about asset allocation for 2026 [1][9] Group 1: Event Overview - The event featured a blend of online and offline interactions, including a wish wall where investors expressed their financial aspirations, highlighting the public's urgent need for scientific financial management [2] - The event's theme focused on guiding investors on how to effectively allocate their assets in the new year, transforming abstract investment concepts into tangible learning experiences [1][2] Group 2: Professional Insights - Two fund managers provided in-depth market analysis, discussing domestic economic outlooks and industry opportunities, emphasizing a positive trend in corporate profits and inflation for 2026, particularly in the consumer sector [3][4] - The fund managers also cautioned investors about the volatility associated with hot assets like AI and gold, advising a rational approach to market sentiment and the importance of diversified asset allocation [4][5] Group 3: Educational Resources - A new reading list was introduced to bridge investment education and reading, featuring books suitable for both novice and advanced investors, thereby fostering a culture of continuous learning [6] - The reading list included titles that cover fundamental investment strategies and classic investment philosophies, aiming to enrich investors' understanding of market dynamics [6] Group 4: Investor Education Initiatives - The China Fund News Investor Education Base was introduced as a public, open platform aimed at enhancing financial literacy and promoting rational investment concepts, with over 14 million followers across its platforms [7] - The education base collaborates with over 180 financial institutions to conduct public educational activities, reaching more than 10 million users and focusing on the needs of younger investors [7] Group 5: Interactive Engagement - The event included a Q&A session where fund managers addressed specific investor queries, enhancing the relevance of the educational content and correcting common misconceptions about investment strategies [8] - This interactive format allowed for a direct connection between fund managers and investors, facilitating a better understanding of market dynamics and investment decision-making [8]

专题：资本市场大咖2026新春献词：骏马踏春来 驭势稳行启新程 编者按：辞旧迎新，金马贺岁。值此新春佳节，新浪财经特邀公私募领域数十位领军人物，通过镜头与 文字，为投资者送来马年新春祝福。信心如磐，笃行致远。愿这一声声真挚寄语，伴您策马扬鞭，共赴 投资长路。 宏利基金总经理丁闻聪送来新春祝福。他表示，新的一年，宏利基金将充分发挥外资控股的全球化核心 优势，聚焦主动权益投资、全球资产配置、养老金融三大核心领域，结合中国投资者的财富管理需求， 打造更具针对性的资产配置解决方案，持续为投资者创造长期价值。我们将进一步发挥全球投研网络、 跨市场资产配置、百年风险管理的外资差异化优势，在深耕本土市场的同时，为投资者链接全球优质资 产，实现 "全球视野、本土落地" 的财富管理服务目标。 我们以"与你同行，成就更好"的品牌承诺为指引，期待与广大投资者、合作伙伴继续携手前行，以信任 为纽带、以专业为支撑，共赴中国经济高质量发展的新征程，全力成为客户首选。恭祝大家马年马到成 功、事业蒸蒸日上，身体健康、阖家幸福！ 值此丙午马年新春、万象更新之际，我谨代表宏利基金管理有限公司（简称"宏利基金"），向长期信 任、支持我们的广大投资 ...

来源：中国能源网 2026年公募基金市场中，华宝基金多只主动权益基金清盘引发市场广泛关注。其中，华宝专精特新基金在近一年业绩涨幅超100%的高光时刻，因规模未达 底线宣布清盘；另一只华宝远识基金成立仅7个月便终止运作。这一系列事件，折射出这家管理规模约4200亿元的老牌公募，在主动权益领域的发展困境。 据Wind数据显示，截至2026年1月31日，华宝专精特新在2025年9月清盘前，近一年涨幅超过100%，业绩表现亮眼；而华宝远识基金自成立至清盘仅存活7 个月。通常情况下，业绩翻倍的基金往往会被基金公司重点推广，成为吸引资金的核心产品，但华宝基金的这一操作却与之相悖，也暴露其主动权益业务的 尴尬处境。 公开信息显示，华宝基金最新资产管理规模约4200亿元，行业排名第28位，看似稳居中上游梯队，但规模结构存在显著失衡。Wind数据（截至2026年2月2 日）显示，其货币基金规模约1757亿元，占比超40%；ETF规模达2130亿元，占比近50%，两者合计占比超过90%。 | | 产品数量(只) | | --- | --- | | 実部 | 166 | | 其中: ETF | 46 | | 股票型基金 | 87 ...

Core Viewpoint - BlueFocus Media Group experienced a decline of 5.11% in stock price, trading at 19.13 yuan per share, with a total market capitalization of 68.681 billion yuan as of the report date [1] Company Overview - BlueFocus Media Group, established on November 4, 2002, and listed on February 26, 2010, is headquartered in Beijing, China. The company specializes in integrated digital marketing, public relations, advertising creative planning, media agency, event management, and international communication [1] - The revenue composition of BlueFocus includes 83.45% from overseas advertising, 11.32% from comprehensive promotion services, and 5.22% from comprehensive advertising agency services [1] Shareholder Insights - Huashan Fund's Huashan Growth ETF (159949) is among the top ten circulating shareholders of BlueFocus. In the third quarter, it reduced its holdings by 9.3115 million shares, retaining 24.0172 million shares, which accounts for 0.69% of the circulating shares. The estimated floating loss today is approximately 24.7377 million yuan [2] - The Huashan Growth ETF was established on June 30, 2016, with a current scale of 30.653 billion yuan. Year-to-date returns are 2.55%, ranking 4110 out of 5569 in its category, while the one-year return is 60.1%, ranking 407 out of 4295 [2] Fund Performance - The fund manager of Huashan Growth ETF is Xu Zhiyan, who has a tenure of 17 years and 299 days. The total asset scale under management is 194.209 billion yuan, with the best fund return during the tenure being 302.36% and the worst being -96.54% [3] Top Holdings - Huashan Fund's Huashan AI ETF (159279) holds 490,900 shares of BlueFocus, representing 3.12% of the fund's net value, making it the fourth-largest holding. The estimated floating loss today is about 50,560 yuan [4] - The Huashan AI ETF was established on September 17, 2025, with a current scale of 181 million yuan. Year-to-date returns are 15.72%, ranking 373 out of 5569, while the cumulative return since inception is 30.61% [4] Fund Manager Insights - The fund manager of Huashan AI ETF is Liu Xuanzai, with a tenure of 5 years and 105 days. The total asset scale under management is 9.838 billion yuan, with the best fund return during the tenure being 157.48% and the worst being -61.05% [5]

据Wind数据显示，截至2026年1月31日，华宝专精特新在2025年9月清盘前，近一年涨幅超过100%，业绩表现亮眼；而华宝远识基金自成立至清盘仅存活7 个月。通常情况下，业绩翻倍的基金往往会被基金公司重点推广，成为吸引资金的核心产品，但华宝基金的这一操作却与之相悖，也暴露其主动权益业务的 尴尬处境。 公开信息显示，华宝基金最新资产管理规模约4200亿元，行业排名第28位，看似稳居中上游梯队，但规模结构存在显著失衡。Wind数据(截至2026年2月2日) 显示，其货币基金规模约1757亿元，占比超40%；ETF规模达2130亿元，占比近50%，两者合计占比超过90%。 2026年公募基金市场中，华宝基金多只主动权益基金清盘引发市场广泛关注。其中，华宝专精特新基金在近一年业绩涨幅超100%的高光时刻，因规模未达 底线宣布清盘；另一只华宝远识基金成立仅7个月便终止运作。这一系列事件，折射出这家管理规模约4200亿元的老牌公募，在主动权益领域的发展困境。 | | 产品数量(只) | | --- | --- | | 実訳 | 166 | | 其中: ETF | 46 | | 股票型基金 | 87 | | 混合型基金 ...

Group 1 - The core viewpoint of the articles highlights the positive outlook for the semiconductor industry, with global sales expected to grow by 22.5% to reach $772 billion in 2025 and potentially approach $1 trillion in 2026, driven by AI and data center demands [1][2] - The digital economy ETF closely tracks the CSI Digital Economy Theme Index, which includes companies involved in digital infrastructure and high digitalization applications, reflecting the overall performance of digital economy-related securities [2] - The top ten weighted stocks in the CSI Digital Economy Theme Index account for 52.9% of the index, indicating a concentration in key players such as Dongfang Wealth, Cambricon, and SMIC [2] Group 2 - The report from CITIC Securities anticipates a high certainty in computing power development by 2026, with supernode technology reaching a pivotal opportunity, and an increase in competitiveness among domestic computing power manufacturers [2] - The AI data centers exhibit a high coupling of energy flow, thermal flow, and data flow, with technological upgrades like full-link liquid cooling and NVLink interconnect architecture accelerating the evolution of computing infrastructure towards high density and energy efficiency [1]

2月13日，国联物联网主题（003670）发布公告，宣布新任基金经理为杜超，任职日期为2026年2月11 日。杜超拥有9年的证券从业经验，其中6年为证券投资管理经验。 2月13日，国联物联网主题（003670）发布公告，宣布新任基金经理为杜超，任职日期为2026年2月11 日。杜超拥有9年的证券从业经验，其中6年为证券投资管理经验。 ...

孙跃鹏在证券行业拥有14年的从业经验，其中8年为证券投资管理经历，曾在多家公司担任重要职务。 先锋精一（003586）发布公告，新增基金经理为孙跃鹏，任职日期为2026年2月13日。 孙跃鹏在证券行业拥有14年的从业经验，其中8年为证券投资管理经历，曾在多家公司担任重要职务。 先锋精一（003586）发布公告，新增基金经理为孙跃鹏，任职日期为2026年2月13日。 ...

作者：春天 导语：黄金基金ETF凭借低费灵活、精准跟踪金价的核心优势，成为衔接个人投资者与黄金市场的最优 桥梁。 1. 宏观政策支撑：美联储降息周期开启，贵金属估值修复 黄金价格与美元、实际利率呈现显著负相关性。2026年以来，美联储加息周期正式落幕，市场普遍预期 年内将迎来多次降息，芝加哥商品交易所美联储观察工具显示，今年6月美联储降息25个基点的概率达 61%，美元指数随之承压下行，实际利率回落，显著降低黄金的持有机会成本。历史数据显示，降息周 期中黄金往往迎来结构性上涨行情，而黄金基金ETF（518800）作为跟踪国内金价的核心工具，将直接 受益于这一宏观红利，净值与金价形成同步联动，完美承接政策红利带来的上涨空间。 2. 需求端发力：全球央行购金+去美元化，构筑长期支撑 近年来，全球央行持续加大黄金储备力度，去美元化趋势下，黄金作为"非信用资产"的价值被重新重 视。2025年全球央行购金需求保持高位，官方机构增持863吨黄金，截至2026年2月，全球央行黄金持仓 量连续多个季度攀升，中国、印度等新兴市场国家购金需求旺盛，其中波兰央行计划进一步增持150吨 黄金，为黄金价格提供了强劲的底部支撑。 摘要： ...

Core Viewpoint - The article highlights the increasing foreign investment in Hong Kong stocks, particularly through the Hong Kong Stock Connect 50 ETF, driven by favorable geopolitical changes and economic conditions expected in 2026 [1] Group 1: Foreign Investment Dynamics - The Hong Kong Stock Connect 50 ETF (159712) saw a net inflow of 29 million units, indicating strong demand for investment [1] - According to Industrial Securities, the motivation for foreign capital to allocate more to Hong Kong stocks in 2026 is expected to be stronger due to changes in the geopolitical landscape [1] - The risk premium of the Hang Seng Index relative to the 10-year US Treasury yield is significantly higher than that of major indices in developed markets like the US, Europe, and Japan [1] Group 2: Economic Factors - A stable RMB is anticipated to enhance the attractiveness of RMB-denominated assets, historically correlating with an increase in Hong Kong stocks when the RMB appreciates [1] - The improvement in China's nominal GDP in 2026 is projected to be a key driver for the return of more allocation-type foreign capital to Hong Kong stocks [1] - Expectations of high-level interactions between China and the US are also expected to positively influence sentiment towards Chinese assets [1] Group 3: ETF Characteristics - The Hong Kong Stock Connect 50 ETF tracks the Hong Kong Stock Connect 50 Index, which selects 50 representative securities from Hong Kong-listed companies eligible for trading through the Stock Connect [1] - The index focuses on the financial sector while also encompassing telecommunications, consumer goods, and other sectors, reflecting the overall performance of large-cap blue-chip companies in the Hong Kong stock market [1]