上天天基金APP搜索【777】注册即可 领500元券包，优选基金10元起投！限量发放！先到 先得！ 下半年以来，超百只基金投顾组合完成调仓。随着赚钱效应的升温，权益类投顾组合持续加仓 权益资产，即便近期遇到了小幅调整，越跌越买的态势仍较为显著。具体来看，基金"专业买 手"更青睐科技等成长领域，拥有产业长周期逻辑的资产被伺机加仓。 加仓权益 青睐主动管理型基金 在市场赚钱效应的加持下，部分权益类基金投顾近期回报丰厚。据开源证券统计，7月股票型投 顾产品平均收益率达到5.12%，高于沪深300指数的3.54%。拉长来看，今年以来，不少投顾组 合的涨幅已经超过20%，如嘉实百灵全天候策略、中欧优势行业全明星等。 不少投顾组合乘胜追击，于近期提升了权益仓位。同源数据显示，仅7月就有141个基金投顾组 合进行了持仓调整。其中，股票型投顾产品减仓偏债类基金，加仓权益类基金；股债混合型投 顾产品加仓主动权益基金，减仓指数基金。例如"嘉实百灵全天候策略"投顾组合在7月上半月降 低了黄金、债券的仓位，并提升权益仓位。 面对近期的市场震荡，多数基金投顾并不担忧。从天天基金网上的基金投顾组合来看，大多组 合最近的"发车"金额并未因 ...

Core Viewpoint - The performance of equity funds is recovering, leading to increased activity in fund advisory products' portfolio adjustments [1][10] Group 1: Fund Advisory Product Adjustments - In July, a total of 141 fund advisory products made adjustments, including 27 mixed equity-debt and 64 equity advisory products [1][10] - Mixed equity-debt advisory products increased their holdings in active equity funds while reducing allocations to index funds [1][10] - Equity advisory products decreased their holdings in bond funds and increased their allocations to equity funds, with a notable shift away from consumer sectors towards pharmaceuticals, cyclical, and technology sectors [1][10] Group 2: Specific Fund Actions - Notable fund advisory products like 中欧超级股票全明星 and 交银全明星 initiated "发车" plans, with investment amounts of 500 million and 1.5 billion respectively [4][6] - 中欧超级股票全明星 increased its active equity fund holdings from 63.5% to 65.5% and raised its stock fund allocation from 14.5% to 19.5% [6] - 富国双子星股债均衡 adjusted its bond fund allocation from 32.78% to 45.25% and reduced its index fund allocation from 18.35% to 3.55% [8] Group 3: Market Outlook and Investment Strategies - Fund advisory institutions are optimistic about high dividend and technology assets, emphasizing balanced and diversified allocations [2][16] - The market is expected to enter a phase of incremental competition, with continuous inflow of new funds and cyclical improvements in fundamentals [15] - Investment strategies should focus on sectors with improving conditions, such as high dividend stocks and technology, particularly in AI and semiconductors [16][17]

● 本报记者 魏昭宇 另一只绩优投顾组合中欧均衡偏债全明星也在7月2日公布了调仓计划。天天基金显示，截至7月7日，该 投顾组合近6个月以来的回报率超过10%。从中欧均衡偏债全明星的整体调仓思路上看，多只红利基金 遭减持，多只科创主题基金受青睐。 比如，中欧均衡偏债全明星减仓了两只红利基金——中欧中证港股通央企红利指数发起（QDII）C、东 方红中证红利低波动指数C，新增了多只成长风格更强的主题基金——天弘中证芯片产业ETF发起联接 C、华夏科创50ETF联接C等。此外该组合还加仓了黄金、沪深300、中证A50等主题基金。 "发车"动作频频 近期，一些基金投顾产品加快了调仓换"基"的步伐。中国证券报记者发现，随着2025年步入下半程，交 银施罗德基金、中欧基金等多家基金公司旗下的投顾组合普遍调整了持仓策略，并发布调仓报告。此 外，多个投顾组合还基于对近期市场的研判，纷纷开启"发车"计划。 有业内人士表示，展望下半年，我国经济内生增长动能继续回升、新质生产力加快发展，产业转型升级 亮点频现，提供了新的投资配置机会。可持续关注新质生产力方向下的科技成长风格和全方位扩大内需 政策下的大消费产业链的结构性行情。 增配成 ...