来源：嘉实基金HARVEST FUND 2026年是"十五五"规划的开局之年，也是布局中国经济高质量发展红利的关键窗口期。策马新征程，如 何在波动中洞察趋势？如何在纷繁里把握机遇？这些正是很多投资者关切的话题。 1月23日，嘉实基金以"投资好时节"为主题成功举办了2026投资策略峰会，嘉实基金董事长安国勇开场 致辞，资深经济学家、专业投资人、行业意见领袖、投资者朋友以及嘉实基金投研团队齐聚一堂，围绕 宏观政策走向、权益市场布局、ETF配置进化、稳健理财新思路、多策略组合升级、资源周期再平 衡、"科技+AI"产业化与"反内卷+扩内需"结构性机会等焦点议题展开深度对话，不仅回应了投资者关切 的"2026年投什么、怎么投"，也系统性地勾勒出一幅兼顾战略思路和实操价值的2026年投资全景图。 万物有时节，投资也要知时、顺势、明位，这就带大家快速get这场信息含金量拉满的"2026年度投资指 南"精华要点！ 市场展望：固本稳进，布局权益资产结构性机会 回首刚刚过去的2025年，中国经济展现出显著的政策韧性与发展定力：积极财政与稳健货币政策协同发 力，营造出相对宽松的宏观环境，以人工智能、绿色能源为代表的战略性新兴产业加 ...

Group 1 - The core viewpoint of the news is that Guotou Intelligent has seen a 5% increase in stock price, reaching 15.95 yuan per share, with a trading volume of 372 million yuan and a turnover rate of 2.78%, resulting in a total market capitalization of 13.709 billion yuan [1] - Guotou Intelligent Information Technology Co., Ltd. is based in Xiamen, Fujian Province, and was established on September 22, 1999, with its listing date on March 16, 2011. The company specializes in electronic data forensics and network information security products, along with services in electronic data identification and internet digital intellectual property protection [1] - The revenue composition of Guotou Intelligent includes electronic data forensics at 37.02%, public safety big data at 35.83%, digital government and enterprise digitization at 22.66%, and new network space security at 4.49% [1] Group 2 - From the perspective of the top ten circulating shareholders of Guotou Intelligent, a fund under Harvest Fund, specifically the Harvest Information Industry Stock Initiation A (017488), increased its holdings by 515,000 shares in the third quarter, bringing its total to 3.7056 million shares, which represents 0.43% of the circulating shares [2] - The Harvest Information Industry Stock Initiation A (017488) was established on December 16, 2022, with a latest scale of 720 million yuan. Year-to-date returns are 2.65%, ranking 4056 out of 5579 in its category, while the one-year return is 75.52%, ranking 329 out of 4202 [2]

Group 1 - The core point of the news is that Guotou Intelligent experienced a decline of 5.19% in its stock price, reaching 14.26 yuan per share, with a trading volume of 255 million yuan and a turnover rate of 2.05%, resulting in a total market capitalization of 12.256 billion yuan [1] - Guotou Intelligent Information Technology Co., Ltd. is based in Xiamen, Fujian Province, and was established on September 22, 1999, with its listing date on March 16, 2011 [1] - The company's main business includes two product series: electronic data forensics products and network information security products, along with two service systems: electronic data identification services and internet digital intellectual property protection services [1] - The revenue composition of the main business is as follows: electronic data forensics 37.02%, public safety big data 35.83%, digital government and enterprise digitization 22.66%, and new network space security 4.49% [1] Group 2 - From the perspective of the top ten circulating shareholders of Guotou Intelligent, a fund under Jiashi Fund is among them, specifically Jiashi Information Industry Stock Initiation A (017488), which increased its holdings by 515,000 shares in the third quarter, totaling 3.7056 million shares, representing 0.43% of the circulating shares [2] - Jiashi Information Industry Stock Initiation A (017488) was established on December 16, 2022, with a latest scale of 804 million yuan, achieving a year-to-date return of 67.1% and ranking 198 out of 4218 in its category [2] - The fund has a one-year return of 76.23%, ranking 77 out of 3876, and a cumulative return since inception of 139.94% [2]

Group 1 - The core viewpoint of the news is that the launch of the Jiashi Growth Win Mixed Fund marks a new phase in the public fund industry's fee rate reform, with a total net subscription amount of 927 million yuan achieved during the fundraising period [1][3]. - The Jiashi Growth Win Mixed Fund employs a dual floating fee mechanism linked to performance benchmarks, with management fees adjusted based on the holding period and annualized excess return [3][4]. - The fund's final net subscription amount includes 685.3 million yuan for Class A shares and 242.1 million yuan for Class C shares, with a total of 5,564 valid subscription accounts [2][3]. Group 2 - Jiashi Fund has optimized the on-site abbreviations for 22 index products to enhance investor recognition and promote standardized development in the ETF market [1][6]. - The abbreviation changes involve major products, including the largest rare earth theme ETF with a scale exceeding 20 billion yuan, and the first batch of the CSI A500 ETF [6][7]. - As of June 2025, the ETF market in China reached a scale of 4.17 trillion yuan, with 1,186 products and over 21 million investors, highlighting the increasing issue of product homogeneity [6].