主题基金

Search documents
嘉实基金:公募基金高质量发展行动,为新质生产力注入金融动能
Xin Lang Ji Jin· 2025-09-25 11:30
为此,嘉实基金持续系统的打造体系化的"投研基建",构建"系统化研究+团队协同+动态迭代"的投研体 系,不断提高对新质生产力创新和产业发展趋势的判断力,聚集投研团队,集中精力研究具有真正"硬 科技"属性的产业和战略新兴产业。 新基金产品精心布局,为投资者做好服务。嘉实基金不断加大产品创新力度,积极开发和布局与新质生 产力相关的主题基金、ETF等产品,目前已形成品类齐全、规模较大的特色科技产品布局。主动权益方 面,嘉实基金构筑了"科创新质生产力"产品矩阵;被动投资方面,公司成立了芯片、人工智能、机器人 等一系列覆盖前沿科技领域的ETF。 专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 近期,在北京证监局指导下,北京证券业协会携手北京公募基金管理人、基金销售机构、基金评价机构 及多家主流媒体,共同启动"北京公募基金高质量发展系列活动"。活动以"新时代·新基金·新价值——北 京公募基金高质量发展在行动"为主题,旨在贯彻落实《推动公募基金高质量发展行动方案》,进一步 提升北京作为国家金融管理中心的引领作用。 "新时代、新基金、新价值"引领,打造高质量发展新范式 北京公募基金高质量发展系列活动践行高质量发展 ...
新发基金买不买?晨星选基攻略助你5步轻松选基
Morningstar晨星· 2025-07-23 09:59
Group 1 - The core viewpoint of the article highlights the rapid growth of China's public fund industry, with the scale increasing from 8.4 trillion yuan at the end of 2015 to 32.83 trillion yuan by the end of 2024, driven by policy support and industry innovation [1] - The article emphasizes the importance of evaluating new funds based on their competitive advantages, investment strategies, fund manager experience, portfolio construction logic, and cost structure [2][4][10] Group 2 - Investors should assess whether new funds offer unique advantages compared to existing funds, especially in categories with many existing products, and look for innovations in strategy or risk control [4][8] - The article warns against blindly chasing hot investment themes and encourages investors to focus on long-term goals rather than short-term trends [10][11] - It is noted that many thematic funds have underperformed broad market indices, with over 60% of them being liquidated in the past 15 years [11][12] Group 3 - Evaluating the experience of fund managers is crucial, as investors should focus on relevant experience rather than just the length of their careers [18][19] - Investors can gain insights into fund managers' investment styles by reviewing their past management records and performance [20] Group 4 - Understanding the portfolio construction logic is essential, as it helps investors determine whether a fund's strategy aligns with their risk tolerance and investment goals [22][23] - The article emphasizes that a fund's fee structure significantly impacts investor returns, with lower fees generally correlating with better performance [25][26] Group 5 - The article concludes that while new funds may seem attractive, investors should conduct thorough due diligence using publicly available information to make informed decisions [30]
主题投资热浪来袭!掌握这5招,玩转热点赚翻天!
Sou Hu Cai Jing· 2025-06-10 03:19
咱平时搞投资,都盼着能多赚点钱,主题投资就是一条挺有意思的路子。那主题投资到底藏着啥机会,又该怎么参与热点主题投资呢?今天咱就唠唠这个。 还有新能源这一块,环保越来越受重视,传统能源慢慢被新能源取代是大趋势。太阳能、风能、水能这些清洁能源,发展前景那叫一个广阔。投资新能源主 题,不管是光伏企业,还是风电设备制造商,都有可能跟着行业一起成长,给咱带来不错的收益。 先说说主题投资里的机会。现在这社会变化快,各种新趋势、新概念层出不穷,这就给主题投资带来了不少机会。比如说科技领域,人工智能现在火得一塌 糊涂。你想以后好多事儿都得靠人工智能来帮忙,像智能客服、自动驾驶,还有医疗影像诊断啥的,都离不开它。 要是能提前布局和人工智能相关的主题投资,像买那些搞人工智能技术研发、应用的公司的股票或者基金,说不定就能赶上这波红利,赚上一笔。 消费升级也是个热门主题。现在大家生活水平提高了,对品质生活的追求也越来越高。像高端白酒、化妆品、智能家居这些行业,市场需求一直很旺盛。投 资这些和消费升级相关的主题,也能抓住不少机会。 另外医疗健康主题也不能忽视。人口老龄化越来越严重,大家对健康的关注度也越来越高。创新药研发、医疗器械制造 ...