上银慧尚6个月持有期混合A
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上银基金包公交广告宣传的陈博业绩怎么样?在管多只产品有清盘风险
凤凰网财经· 2025-10-30 13:14
Core Viewpoint - The article discusses the recent marketing strategies employed by Shangyin Fund, focusing on the promotion of fund manager Chen Bo as a key figure, which has sparked controversy within the industry due to its implications for investor behavior and fund performance [3][6][24]. Marketing Strategy - Shangyin Fund has launched a marketing campaign featuring large advertisements of fund manager Chen Bo in various public spaces, accompanied by the slogan "Invest in funds, choose Chen Bo, the new trendy buyer in the fund industry" [3][6]. - The fund's official social media accounts have initiated a lottery activity encouraging users to engage with the campaign by sharing posts related to Chen Bo [8]. - User discussions primarily revolve around promotional tactics rather than the performance or investment style of the funds managed by Chen Bo, indicating a potential misalignment in investor focus [10][13]. Fund Performance - Chen Bo manages six funds, with only one, Shangyin Future Life Flexible Allocation Mixed Fund, achieving a year-to-date return of 36.36%, outperforming the CSI 300 Index's 20.66% [15][16]. - The performance of other funds under Chen Bo's management has been subpar, with most trailing behind the benchmark index [15][16]. - Several funds managed by Chen Bo are at risk of being liquidated due to insufficient asset size, as multiple funds have net assets below 50 million yuan [18][19]. Regulatory Concerns - The marketing strategy of emphasizing a single fund manager contradicts regulatory guidance aimed at promoting a more team-oriented investment approach and discouraging reliance on star fund managers [24]. - As of the end of Q3, Shangyin Fund's equity product proportion is less than 2%, highlighting the need for the firm to enhance its equity business [24][26].
皖通高速股价连续3天上涨累计涨幅9.45%,上银基金旗下1只基金持1.37万股,浮盈赚取1.71万元
Xin Lang Cai Jing· 2025-10-14 07:11
Core Viewpoint - Anhui Wantuo Expressway Co., Ltd. has seen a significant stock price increase, with a 9.45% rise over three consecutive days, indicating strong market interest and potential investment opportunities [1] Company Overview - Anhui Wantuo Expressway Co., Ltd. was established on August 15, 1996, and listed on January 7, 2003. The company is based in Hefei, Anhui Province, and focuses on the investment, construction, operation, and management of toll roads within Anhui [1] - The company's main revenue sources include construction service income (32.69%), and various highways such as the Anqing Yangtze River Bridge (4.54%) and others, contributing to a diversified revenue stream [1] Fund Holdings - The fund "Shangyin Huishang 6-Month Holding Period Mixed A" (012334) holds a significant position in Wantuo Expressway, with 13,700 shares, representing 0.78% of the fund's net value, ranking it as the tenth largest holding [2] - The fund has generated a floating profit of approximately 8,083 yuan today, with a total floating profit of 17,100 yuan during the three-day stock price increase [2] Fund Manager Performance - The fund managers of Shangyin Huishang 6-Month Holding Period Mixed A include Cai Weifeng, Chen Bo, and Zhang Herui, with varying tenures and performance metrics [3] - Cai Weifeng has a tenure of 4 years and 155 days, with a best return of 15.43% and a worst return of -32.77% [3] - Chen Bo has a longer tenure of 5 years and 256 days, achieving a best return of 85.27% and a worst return of -8.38% [3] - Zhang Herui has a very short tenure of 26 days, with minimal performance variation [3]