知名基金经理葛兰旗下产品时隔四年再次限购。近日，中欧基金宣布，旗下中欧医疗创新股票、中欧科 创主题混合均自8月11日起暂停大额申购、转换转入及定期定额投资业务。值得一提的是，近一个月也 有超60只主动权益类基金限制大额申购等业务，其中不乏年内甚至近一年业绩突出的绩优基金。在业内 人士看来，部分基金暂停大额申购可能是基金管理人担心规模过大增加基金运作难度，也可能是出于对 近期市场走势强劲或面临回调风险的考虑。 时隔四年葛兰再限购 8月9日，中欧基金公告称，中欧医疗创新股票自8月11日起，暂停大额申购、转换转入及定期定额投资 业务，限额均为10万元。 值得关注的是，葛兰在管产品上一次限购已是2021年8月。彼时，中欧明睿新起点混合限制大额申购等 业务，限额为500万元。同年1月，中欧医疗健康混合也曾将代销渠道大额申购、转换转入和定期定额投 资限额调整为10万元。 8月9日，中欧基金也宣布，由邵洁管理的中欧科创主题混合同样自8月11日起暂停大额申购、转换转入 及定期定额投资业务，限额均为100万元。 从业绩来看，Wind数据显示，截至8月10日，中欧医疗创新股票A/C的年内收益率分别为62.28%、 61.48%， ...

知名基金经理葛兰旗下产品时隔四年再次限购。近日，中欧基金宣布，旗下中欧医疗创新股票、中欧科创主 题混合均自8月11日起暂停大额申购、转换转入及定期定额投资业务。值得一提的是，近一个月也有超60只 主动权益类基金限制大额申购等业务，其中不乏年内甚至近一年业绩突出的绩优基金。在业内人士看来，部 分基金暂停大额申购可能是基金管理人担心规模过大增加基金运作难度，也可能是出于对近期市场走势强劲 或面临回调风险的考虑。 从市场走势来看，当前沪指站上3600点，限购的主动权益类基金也越来越多。Wind数据显示，截至8月10 日，近一个月已有65只主动权益类基金（份额分开计算）限制大额申购，其中不乏绩优基金。 例如，由张明烨管理的信澳匠心回报混合自8月7日起暂停大额申购等业务，限额为100万元。业绩方面，截 至8月10日，该基金A/C份额年内收益率达66.97%、66.39%，在同期混合型产品中排名前2%，近一年收益率 也达91.83%、90.73%。 另外，由吴远怡在管的广发成长领航一年持有混合也自8月4日起将大额申购等业务限额调整为5万元。同 期，该基金A/C的年内收益率高达92.06%、91.3%，在同类产品中排名前1 ...

Group 1 - The meeting between Russian President Putin and US President Trump is scheduled for August 15 in Alaska, focusing on achieving long-term peace in Ukraine [10][11] - The Chinese National Bureau of Statistics reported that the Consumer Price Index (CPI) rose by 0.4% month-on-month in July, while the Producer Price Index (PPI) decreased by 3.6% year-on-year [3] - The Henan Provincial Development and Reform Commission announced the establishment of a 3 billion yuan artificial intelligence industry fund to support the development of the AI ecosystem [4] Group 2 - Sichuan Province has launched a new "immediate refund" service for outbound tax refunds, allowing international travelers to shop and receive refunds at various airports [5] - The total box office for the summer film season in 2025 has exceeded 8.2 billion yuan, with the film "Nanjing Photo Studio" leading with over 2 billion yuan [6] - The Gansu Province experienced severe flooding, resulting in 15 fatalities and 28 individuals missing, prompting a response from the Ministry of Natural Resources [6][7] Group 3 - The company *ST Tianmao, controlled by capital mogul Liu Yiqian, announced plans to voluntarily withdraw its A-share listing on the Shenzhen Stock Exchange [16][17] - The private equity firm Jinglin Asset's recent holdings reveal a shift in investment strategy, including new positions in Nvidia and a complete exit from Apple [18][19] - Harvard's endowment fund invested approximately $116 million in BlackRock's Bitcoin ETF, becoming the fifth-largest investor in the fund [21]

Group 1 - The core viewpoint of the articles is that several funds managed by China Universal Asset Management have announced purchase limits to ensure stable operations and protect the interests of fund holders [1][2][9] - China Universal Medical Innovation Fund, managed by Guo Lan, will limit single account purchases to 100,000 yuan starting August 11 [3][4] - The China Universal Science and Technology Theme Fund, managed by Shao Jie, will also impose a limit on large purchases over 1 million yuan from August 11 [6][7] Group 2 - As of the end of Q2, the China Universal Medical Innovation Fund had a scale of 8.114 billion yuan, reflecting a nearly 20% increase year-on-year, with a one-year return of 80.12%, ranking in the top 2 of its category [4][5] - The fund manager, Guo Lan, maintains a positive outlook on the innovative drug sector, citing increasing global competitiveness of domestic companies and supportive domestic policies [5] - The China Universal Science and Technology Theme Fund has a one-year return of 84.33%, also ranking in the top 2 of its category, benefiting from the explosive growth in the technology sector [7][8] Group 3 - The recent trend of fund purchase limits is seen across the industry, with approximately 50 actively managed equity funds announcing similar restrictions since July [10][11] - The rationale behind these limits is to control fund size, maintain investment strategy effectiveness, and protect existing investors from potential losses due to market volatility [10][11] - Fund managers are increasingly focusing on stable growth and the long-term profitability of their products rather than short-term performance spikes [11]

8月9日，中欧基金公告称，葛兰管理的中欧医疗创新股票，从8月11日起限制大额申购，单日单个基金账户不应超过10万元。除了这只基金，邵 洁管理的中欧科创主题同样限大额，限制金额为100万元。 此外，据记者不完全统计，单单7月以来，就有约50只主动权益基金发布限购公告。其中有不少都是近一年涨幅比较大的赛道型基金，这类主动 权益基金限大额，在一定程度上其实也是传递了基金经理或基金公司的态度。 中欧医疗创新限制大额申购 8月9日，中欧基金公告称，中欧医疗创新股票基金从8月11日起限制大额申购、大额转换转入和大额定投，单日单个基金账户不应超过10万元。 | 基金名称 | 中欧医疗创新股票型证券投资基金 | | | --- | --- | --- | | 基金简称 | 中欧医疗创新股票 | | | 基金主代码 | 006228 | | | 基金管理人名称 | 中欧基金管理有限公司 | | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、《中 欧医疗创新股票型证券投资基金基金合同》和《中 | | | | 欧医疗创新股票型证券投资基金招募说明书》的相 | | | | 关规定。 | | | | 暂停大额申购起始日 ...

Core Viewpoint - The recent rumor about a female fund manager spending 170 million yuan on a luxury apartment in Shanghai has drawn attention to the female fund manager community, particularly highlighting the investment prowess and industry influence of Guo Lan, who quickly refuted the rumor [1][2] Group 1: Guo Lan's Background and Achievements - Guo Lan, born in 1985, has an impressive academic background, graduating from Tsinghua University and earning a Ph.D. in biomedical engineering from Northwestern University in the U.S. [1] - She has a successful career trajectory, having worked as a researcher at Guotai Junan Securities and Minsheng Zhixin Fund, where her team achieved first place in the New Fortune rankings [1] - Since joining China Europe Fund in October 2014 and becoming a fund manager in January 2015, she has managed to grow her fund size to 34.3 billion yuan, with an annualized return of 30.93% over five years [1] Group 2: Current Fund Management and Performance - As of the end of Q1, Guo Lan manages a total fund size of approximately 40.4 billion yuan, with three products having net asset values of 31.179 billion yuan, 8.199 billion yuan, and 1.069 billion yuan respectively [2] - In Q1, her funds performed well, with the China Europe Medical Innovation Stock fund seeing a net value increase of over 20%, outperforming its benchmark by more than 16 percentage points [2] - Guo Lan's investment focus remains on innovative pharmaceuticals and their supply chains, with recent adjustments in holdings including increased positions in Kelun Pharmaceutical and Baili Tianheng, while reducing stakes in leading pharmaceutical companies [2] Group 3: Future Outlook - Guo Lan anticipates continued growth in the innovative pharmaceutical sector, a recovery in consumer healthcare, and domestic substitution in key industry segments, supported by a policy environment favoring innovation and compliance [2]

Group 1 - The core viewpoint of the news is that the manager of the China Europe Medical Fund, Ge Lan, has reported strong performance in her managed funds, particularly highlighting the significant growth in the China Europe Medical Innovation Stock Fund, which outperformed its benchmark by over 16 percentage points [1][3] - As of the end of the first quarter, the total net asset value of the three funds managed by Ge Lan reached 404.47 billion yuan, with the China Europe Medical Health Mixed Fund at 311.79 billion yuan, the China Europe Medical Innovation Stock Fund at 81.99 billion yuan, and the China Europe Mingrui New Starting Point Mixed Fund at 10.69 billion yuan [1] - Ge Lan's funds continue to focus on innovative pharmaceuticals and medical devices, with a stable composition in the top ten holdings, indicating a strategic approach to investment in these sectors [3] Group 2 - The policy environment is characterized by a continued emphasis on "supporting innovation" and "strengthening compliance," which is seen as a positive signal for the industry, particularly with the exploration of a Class B drug catalog by the National Medical Insurance Administration [3] - Ge Lan is optimistic about the recovery of consumer healthcare and the domestic substitution in key segments of the industry, while also noting the acceleration of research and development in frontier technologies and international collaborations in the innovative drug sector [3][4] - The A-share market is expected to maintain a structural market in the second quarter, with a shift from thematic expectations to a focus on fundamental verification and policy catalysis, particularly in the technology growth sector [3][4]