华夏北交所创新中小企业精选两年定期(014283)

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“翻倍基”扎堆!头部公募布局思路引关注
天天基金网· 2025-08-25 07:46
市场涨势如虹!8月22日,沪指轻松拿下3800点,上涨1.45%报3825.76点,科创50指数更是大涨 8.59%。 8月 以来,A股正在用各项数据验证着牛市的到来:上证指数创近10年新高、A股总市 值首次突破100万亿、北证50创历史新高……伴随市场的持续上行,"翻倍 基"的队伍也快速扩大,平均每个交易日新增6—7只。8月18日沪指创下近十年新高当天,更是一口气新增21只"翻倍基"(仅统计主代码,下同)。 Choice统计显示,截至8月18日,全市场非货基金近一年涨幅中位数为17%。其中,有3只基金近一年涨幅达到2倍;近一年业绩翻倍的基金数量为125只;近一年 业绩介于50%—100%的基金更是多达1572只。 牛市来了还没上车?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! 公募基金公司也正获得新一轮市场"价值重估"。部分在主动权益投资和指数业务布局层面拥有出众能力的基金公司,在这一轮行情中交出了较为亮眼的投资成绩 单。以华夏基金为例,该公司近一年已有79只产品收益超50%,该数据在业内居于首位,其中1只偏股混合型基金、2只指数基金、1只QDII已升级为"翻倍 ...
“翻倍基”扎堆!头部公募布局思路引关注
券商中国· 2025-08-24 23:32
Core Viewpoint - The A-share market is experiencing a significant bull market, with the Shanghai Composite Index reaching a nearly 10-year high and the total market value of A-shares surpassing 100 trillion yuan, indicating a strong upward trend in the market [2][3]. Group 1: Market Performance - As of August 18, 2023, the number of funds with over 100% returns has surged to 128, a significant increase from 21 at the end of June [3][5]. - The average daily addition of "doubling funds" is 6-7, with a record 21 new "doubling funds" on the day the Shanghai Composite Index hit a near 10-year high [2][3]. - The median return of non-monetary funds in the past year is 17%, with 125 funds achieving returns of 100% or more [2][3]. Group 2: Fund Types and Performance - Active equity funds dominate the "doubling fund" category, with 99 such products, accounting for nearly 80% of the total [5]. - Among active funds, 59 "doubling funds" are mixed equity funds, while flexible allocation, QDII, and stock funds (excluding index funds) have 16, 11, and 8 "doubling funds," respectively [5]. - Passive index funds have also shown strong performance, with 29 index funds achieving over 100% returns, representing 22% of the total [8]. Group 3: Sector Performance - The technology sector, particularly AI, robotics, and semiconductors, has seen a significant increase in "doubling funds," with 46 such funds in this category [10]. - The pharmaceutical and biotechnology sectors have produced 26 "doubling funds," driven by favorable policies and strong stock performance [11]. - The North Exchange and Hong Kong markets have also contributed to the rise of "doubling funds," with 20 and 25 funds, respectively, achieving over 100% returns [11][12]. Group 4: Fund Management and Strategy - Leading public fund companies have effectively captured structural opportunities, with over 60 products from firms like Huaxia, Fuguo, and E-Fund returning over 50% in the past year [13]. - Fund managers have demonstrated strong active management capabilities, allowing them to navigate market fluctuations and capitalize on sector rotations [14][15]. - The trend towards low-cost ETFs is increasing, as investors seek stable returns amid market volatility, further enhancing the appeal of these investment vehicles [15].