大摩多因子策略混合（233009）基金经理为余斌。 截至发稿，余斌累计任职时间11年139天，现任基金资产总规模14.13亿元，任职期间最佳基金回报 83.77%， 任职期间最差基金回报-92.52%。 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。 9月17日，全志科技涨5.23%，截至发稿，报51.32元/股，成交29.29亿元，换手率8.70%，总市值423.54 亿元。 资料显示，珠海全志科技股份有限公司位于广东省珠海市高新区唐家湾镇科技二路9号，成立日期2007 年9月19日，上市日期2015年5月15日，公司主营业务涉及智能应用处理器SoC、高性能模拟器件和无线 互联芯片的研发与设计。主营业务收入构成为：智能终端应用处理器芯片100.00%，其他(补充)0.00%。 从基金十大重仓股角度 数据显示，摩根士丹利基金旗下1只基金重仓全志科技。大摩多因子策略混合（233009）二季度持有股 数17.42万股，占基金净值比例为1.16%，位居第八大重仓股。根据测算，今 ...

Group 1 - The core viewpoint of the news is that Allwinner Technology has seen a 5% increase in stock price, reaching 49.33 CNY per share, with a trading volume of 2.356 billion CNY and a turnover rate of 7.24%, resulting in a total market capitalization of 40.712 billion CNY [1] - Allwinner Technology, established on September 19, 2007, and listed on May 15, 2015, is based in Zhuhai, Guangdong Province. The company specializes in the research and design of intelligent application processors SoC, high-performance analog devices, and wireless interconnection chips. Its main business revenue is derived entirely from intelligent terminal application processor chips, accounting for 100% of its revenue [1] Group 2 - From the perspective of major fund holdings, one fund under Huashang Fund has a significant position in Allwinner Technology. The Huashang Electronic Industry Quantitative Stock Initiation A (007685) held 98,800 shares in the second quarter, representing 2% of the fund's net value, making it the tenth largest holding. The estimated floating profit today is approximately 232,200 CNY [2] - The Huashang Electronic Industry Quantitative Stock Initiation A (007685) was established on September 17, 2019, with a current scale of 189 million CNY. Year-to-date returns are 33.87%, ranking 1177 out of 4222 in its category; the one-year return is 83.25%, ranking 780 out of 3800; and since inception, the return is 111.85% [2] - The fund manager of Huashang Electronic Industry Quantitative Stock Initiation A is Ai Dingfei, who has been in the position for 6 years and 293 days. The total asset scale of the fund is 900 million CNY, with the best return during his tenure being 111.85% and the worst being -21.14% [2]

Group 1 - The core viewpoint of the news is that Allwinner Technology has seen a significant stock price increase of 5.29%, reaching 50.79 CNY per share, with a trading volume of 2.314 billion CNY and a turnover rate of 7.01%, resulting in a total market capitalization of 41.917 billion CNY [1] - Allwinner Technology, established on September 19, 2007, and listed on May 15, 2015, is based in Zhuhai, Guangdong Province. The company specializes in the research and design of intelligent application processors SoC, high-performance analog devices, and wireless interconnect chips. Its main business revenue is derived entirely from intelligent terminal application processor chips, accounting for 100% of its revenue [1] Group 2 - From the perspective of fund holdings, the Qianhai Open Source Fund has a significant position in Allwinner Technology, with its Qianhai Open Source Artificial Intelligence Theme Mixed A fund holding 1.0264 million shares, representing 6.76% of the fund's net value, making it the fourth-largest holding. The estimated floating profit from this position is approximately 2.6174 million CNY [2] - The Qianhai Open Source Artificial Intelligence Theme Mixed A fund was established on May 4, 2016, with a current scale of 582 million CNY. Year-to-date, the fund has experienced a loss of 4.27%, ranking 8144 out of 8180 in its category. Over the past year, it has achieved a return of 26.06%, ranking 5091 out of 7967, and since inception, it has returned 42.83% [2] - The fund manager, Wei Chun, has been in the position for 6 years and 240 days, overseeing total assets of 1.197 billion CNY. During his tenure, the best fund return was 115.08%, while the worst was -26.6% [2]

Group 1 - The stock price of Allwinner Technology reached 41.08 yuan as of August 12, 2025, with a daily increase of 2.57% [1] - The trading volume on that day was 453,997 hands, with a transaction amount of 1.844 billion yuan and a turnover rate of 6.72% [1] - Allwinner Technology specializes in the research and design of smart application processors SoC, high-performance analog devices, and wireless interconnect chips, with applications in smart hardware, consumer electronics, and industrial control [1] Group 2 - The latest industry report indicates a significant increase in the contract price of consumer-grade DDR4, which rose sharply in July, with an expected price growth of 85%-90% in the third quarter [1] - Institutional forecasts suggest that Allwinner Technology's net profit is expected to double this year [1] Group 3 - On August 12, the net inflow of main funds was 136.7381 million yuan, accounting for 0.49% of the circulating market value [1] - Over the past five days, the net outflow of main funds was 49.558 million yuan, representing 0.18% of the circulating market value [1]