净值出来了： 场内ETF今天赚了2.4万； 场外基金今天赚了8.0万； 合计盈利10.4万，博格有点高兴不起来~ 5月底，中科曙光与海光信息合并重组，博格用了70万资金参与这次套利。布局了信创ETF与嘉实信息产业。 算上之前持有的30万嘉实信息产业的话，信创类的基金合计规模差不多100万了。 套利结束之后，博格卖出了70万信创基金。 第二天市场温度马上突破50度了，博格觉的信创估值比较高，把剩余30万信创基金也清仓了，两天之内卖出100万信创基金。 | 温度 | 66.35 | | 30度之下开始买入 50度之上开始卖出 | | A股市场温度 | | 2025/8/22 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | @望京博格 | | | | 序号 | 行业名称 | 配置 | ポ日 | 今年以来 | 2021年以 | PE | PE温度 | | | | (权重) | | | 来 | (I'M) | | | 1 | 电子(含芯片) | 标配 | 4.82% | 30.17% | 21.85% | 66.66 | 92.13% | ...

Core Viewpoint - The article emphasizes the importance of understanding industry dynamics and leveraging investment strategies that focus on growth opportunities, particularly in the context of China's technological advancements and market trends [2][3][10]. Group 1: Investment Philosophy and Strategy - Warren Buffett's investment philosophy is heavily influenced by both Benjamin Graham and Philip Fisher, highlighting the need for deep business understanding and smart investment decisions [1]. - Philip Fisher is recognized as the father of growth stock investment strategies, which focus on identifying key industry dynamics and trends [2]. - The emergence of significant technological advancements, such as the DeepSeek-R1 model, has revitalized the Chinese tech sector, creating a fertile ground for growth investments [3]. Group 2: Industry Insights and Trends - The article discusses the digital transformation and its implications for investment, referencing the historical context of China's internet development starting in 1995 [4][5]. - Li Tao, a prominent fund manager at Harvest Fund, has a long history in technology investment, witnessing multiple cycles in the tech sector since 2008 [6]. - Li Tao's investment strategy focuses on long-term growth, identifying companies with strong business models and competitive advantages, which has led to significant returns for his managed funds [7][10]. Group 3: Performance and Achievements - As of the first quarter of this year, Li Tao's managed fund, Harvest Information Industry, achieved a return of 43.95%, outperforming its benchmark by 21.34% [7]. - The article highlights the importance of a systematic research approach and team collaboration in identifying key industry opportunities and high-quality companies [19]. - Harvest Fund's innovative floating fee structure aims to align the interests of fund managers and investors, marking a new era for equity funds [20][21]. Group 4: Future Outlook - The article suggests that technology growth will likely be a central investment theme through 2025, supported by domestic policies and the push for self-sufficiency [10]. - Li Tao believes that the demand for computing power will surge due to the explosion of AI applications, presenting significant investment opportunities [11]. - The article concludes that with the right experience, platform support, and investment strategies, companies can achieve mutual growth with investors [28].