◎记者 陈玥 时至年末，科技主题基金在一众基金中表现依然亮眼，并与其他类型的基金进一步拉开差距。Choice统 计数据显示，截至12月11日，普通股票型基金和偏股混合型基金的近一年业绩前十强中，多数是科技主 题基金。 具体来看，截至12月11日，永赢科技智选混合以近一年212.75%的净值增长率排名第一，是唯一一只近 一年净值增长率超过200%的主动权益类基金。排名其后的中航机遇领航混合、信澳业绩驱动和恒越优 势精选近一年净值增长率均超过150%，从持仓来看，上述基金均重仓科技标的。榜单的另一头，多只 消费主题基金近一年净值增长率均告负，榜单头尾相差超过240个百分点。 虽然结构性行情演绎了近一年，但在机构人士看来，明年上半年市场大概率仍将延续今年的主线，AI 就是其中最重要的方向之一。"AI产业链短期依然有海外订单支持，明后年的资本开支又相对清晰，短 期内该板块依然具有吸引力。"沪上一家中型公募旗下科技类基金经理告诉上证报记者，当前的业绩景 气度和估值已经基本上反映在价格中，期待板块像年中那样大幅上行可能性很小，但基本上能够保持稳 定。 事实证明，科技股依然是市场上最受资金追捧的板块。12月5日，摩尔线程上 ...

知名经济学家邓海清正式从中航基金辞职。11月13日晚，中航基金发布高管变更公告显示，邓海清因个人原因辞去副总经理的职位，且不在担任公司其他 工作岗位。早在今年5月份，邓海清就离任在管基金产品。 尽管曾在多家券商任职，邓海清担任基金经理后，未能取得良好的成绩。邓海清管理过的产品为中航混改精选混合，任职回报率为-12.77%。数据显示， 邓海清在任期间押注房地产行业，一度引起市场争议。 据多家媒体报道，邓海清离职后将加盟中加基金。对比来看，中加基金的管理规模明显要大于中航基金，但是两者的规模结构存在较大差异。 中加基金的管理规模超过千亿元，但是主要规模由债券基金支撑，权益基金规模甚至不如中航基金。中加基金的权益基金多为"迷你基金"，而中航基金已 诞生一名百亿级基金经理韩浩。 中加基金的管理规模超过千亿 元，但是主要规模由债券基金支撑，权益基金规模甚至不如中航基金。 文/每日财报 楚风 2023年12月，邓海清开始担任基金经理，与韩浩、方岑共同管理中航混改精选混合，累计任职时长为1年又154天，任职回报率-12.77%。2025年5月，邓海 清离任中航混改精选混合，该产品由方岑独立管理。 身为知名经济学家，但邓海清 ...

Core Insights - The article discusses the trend of short-term trading among retail investors in the mutual fund market, particularly focusing on popular funds in the technology sector and other high-performing categories [1][4][5] Group 1: Short-term Trading Trends - Retail investors are increasingly engaging in short-term trading strategies, utilizing funds with a 7-day or 30-day redemption fee waiver to capitalize on market fluctuations [1] - Investors are actively seeking funds that allow for quick entry and exit, avoiding long-term investments in broad index funds [1][4] - Fund bloggers are also participating in short-term trading, showcasing their transactions and attracting followers who wish to replicate their strategies [2][3] Group 2: Popular Funds and Performance - The "Zhonghang Opportunity Leading Mixed Fund" has seen significant growth, with its scale increasing to 132.31 billion yuan, a 12.47-fold increase from the previous quarter, and a net value growth rate of 88.64% for A shares and 88.37% for C shares [4] - The "Zhongou Digital Economy Mixed Fund" experienced a scale increase of 114.94 billion yuan, with a net value growth rate exceeding 70% [4] - The "Yongying Technology Selection Mixed Fund" and "Yongying Advanced Manufacturing Selection Mixed Fund" have also attracted substantial investment, with high subscription and redemption rates indicating a high turnover among investors [5] Group 3: Investor Behavior and Market Dynamics - Many investors are exhibiting a pattern of rapid buying and selling, with some funds experiencing nearly 100% turnover rates in subscriptions and redemptions [5] - The article highlights the importance of rational decision-making and risk management, suggesting that investors should avoid trying to predict short-term market movements [6]

Core Insights - The resurgence of short-term trading strategies among retail investors, particularly the "7-day trading method," has gained popularity in the current hot equity market, especially in technology and gold funds [1][2] - Several high-performing technology-themed funds have seen their assets grow significantly, with some funds experiencing over tenfold increases in size due to inflows and rising net values [1][4] Group 1: Short-term Trading Strategies - Retail investors are increasingly engaging in short-term trading of funds, focusing on those with a 7-day redemption fee waiver, aiming for quick profits [2][3] - Fund bloggers with large followings are actively sharing their trading activities, contributing to the trend of short-term fund trading among retail investors [3] Group 2: Fund Performance and Growth - The "Zhonghang Opportunity Leading Mixed Fund" saw its size increase to 132.31 billion yuan, a 12.47-fold growth from the previous quarter, driven by a return rate exceeding 190% over six months [4] - The "Zhongou Digital Economy Mixed Fund" also experienced significant growth, with its size jumping from 1.5 billion yuan to over 10 billion yuan, and a net value growth rate of over 70% [5] - The "Yongying Technology Selection Mixed Fund" and other funds from Yongying have become favorites among investors, with substantial inflows and high turnover rates in subscriptions and redemptions [6] Group 3: Investor Behavior and Market Dynamics - Many investors are rapidly buying and selling funds, indicating a trend of short holding periods, which may lead to increased pressure on fund stability and management decisions [7] - Fund managers are advising investors to adopt a more rational and long-term investment approach, cautioning against the risks of frequent trading and the potential for missing out on significant returns [7]

Core Viewpoint - The resurgence of short-term trading strategies among retail investors in the mutual fund market, particularly focusing on technology and gold-themed funds, has been observed in 2023, with significant inflows and trading activity in several high-performing funds [1][2][4]. Group 1: Short-term Trading Strategies - The "30-day trading method" and its evolution into the "7-day trading method" have gained popularity among retail investors, allowing them to capitalize on market trends by quickly buying and selling funds with short redemption periods [1][2]. - Retail investors are increasingly treating actively managed funds as short-term trading instruments, with some funds experiencing inflows and outflows in the tens of billions [1][2]. Group 2: Performance of High-Quality Funds - Notable funds such as Zhonghang Opportunity Leading Mixed Fund and Zhongou Digital Economy Mixed Fund have seen substantial growth in scale, with Zhonghang's assets increasing to 132.31 billion yuan, a 12.47-fold increase from the previous quarter [4][5]. - The Zhongou Digital Economy Mixed Fund's scale surged from 1.5 billion yuan to over 100 billion yuan, with a net value growth rate exceeding 70% in the third quarter [5]. Group 3: Investor Behavior and Trends - Many retail investors are adopting a quick in-and-out strategy, focusing on funds that allow for short-term trading without tying up capital for the long term [2][3]. - Fund bloggers with large followings are actively sharing their trading activities, further encouraging retail investors to engage in short-term trading [3]. Group 4: Fund Manager Insights - Fund managers are cautioning investors against frequent trading, emphasizing the importance of long-term investment strategies and the risks associated with short-term market fluctuations [7]. - The high turnover rates in popular funds indicate a trend where investors quickly buy and sell based on market movements, which may lead to increased pressure on fund stability and management decisions [6][7].

Core Insights - The article discusses the resurgence of short-term trading strategies among retail investors in the mutual fund market, particularly focusing on the "7-day trading method" which allows investors to quickly buy and sell funds that have a 7-day redemption fee waiver [1][2] Group 1: Market Trends - The equity market has been performing well in 2023, with a notable focus on technology stocks, leading to a revival of short-term trading strategies among retail investors [1] - Several high-performing technology-themed funds have seen their net asset values surge, with some funds experiencing over tenfold growth in size due to significant inflows [1][4] Group 2: Investor Behavior - Retail investors are increasingly treating actively managed funds as short-term trading instruments, with some funds seeing subscription and redemption volumes in the tens of billions [1][4] - Investors are focusing on funds that allow for quick exits, avoiding long-term investments in broad index funds [2] Group 3: Fund Performance - Notable funds such as 中航机遇领航混合 and 中欧数字经济混合 have experienced substantial growth in net asset value, with 中航机遇领航混合's size increasing to 132.31 billion yuan, a 12.47-fold increase from the previous quarter [3][4] - The 中欧数字经济混合 fund saw its size grow from 1.5 billion yuan to over 100 billion yuan, with a net value growth rate exceeding 70% in the third quarter [4] Group 4: Fund Manager Insights - Fund managers are cautioning investors against frequent trading, emphasizing that mutual funds are primarily long-term investment tools and that short-term trading can lead to increased risks and missed opportunities for growth [6] - The high turnover rates in popular funds indicate that many investors are rapidly buying and selling, often within short time frames, which can undermine long-term investment strategies [6]