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基本功 | 为啥有的基金会溢价?
中泰证券资管· 2025-07-01 10:33
Group 1 - The core concept emphasizes the importance of foundational knowledge in investing and selecting the right funds, suggesting that a solid understanding of fund basics is essential for successful investment [2] Group 2 - The article explains the phenomenon of fund premium, which occurs when the market price of a fund exceeds its actual value, indicating that only exchange-traded funds can experience this situation. It highlights the need to differentiate between two types of prices: the market trading price, which fluctuates in real-time, and the fund's actual value, typically represented by its daily net asset value [3]
基本功 | 固收+都能加些啥?
中泰证券资管· 2025-06-05 08:07
Group 1 - The core idea emphasizes the importance of foundational knowledge in investment and fund selection, suggesting that solid fundamentals are essential for successful investing [2] - ELR+ can incorporate various assets and strategies, with common combinations including fixed income and equities, which can be further categorized into high dividend strategies, dividend strategies, and cyclical stock strategies. Additionally, participation in stock IPOs to capture listing premiums is mentioned [3] Group 2 - A promotional offer is available for new investors holding Zhongtai Asset Management products, providing a reward for first-time certification before April 30 [5]
基本功 | 为啥经济下行,债券更有吸引力?
中泰证券资管· 2025-05-29 07:59
Group 1 - The core idea emphasizes the importance of foundational knowledge in investing and selecting the right funds to enhance investment success [2] - Economic downturns make bonds more attractive due to expectations of monetary policy easing, which includes interest rate cuts and reserve requirement reductions, leading to lower financing costs for bonds and increased demand [3]