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基民猛亏自己稳赚?基金经理只挨骂不惩罚的日子到头了...
3 6 Ke· 2026-02-04 08:27
基金行业正在经历一轮大洗牌。本来嘛,基民的钱亏了,基金经理却还拿着高薪和奖金,管理费一分不少,这事被吐槽很久了。 就在上个月,新规出 来,一切都要改变。 资本市场,现在是冰火两重天。 买科技股的公募,最高年盈利233%,另一方面,持有老登股的基金经理们,逐渐被基民抛弃。 四季度,医药女神们纷纷扑街。还有基金持仓紧握老登股的基金经理,被爆出来自己偷偷买了很多科技股赚了大钱,成了众矢之的。 业绩轮流翻车,去年的基金经理离职人数创下新高,已经达到453人。而基金经理总人数却在持续扩大,很多年轻的基金经理,83%连上一轮牛市都没经 历过。 整个基金行业,正在经历一轮大洗牌。 医药女神翻车,有人差别操作自己赚翻,基民气炸了 除了医药女神,其他明星基金经理也有翻车的。 知名基金经理刘彦春的四季报,普遍亏损在5.8%-7.5%之间,最近五年基本上是腰斩。 尤其是基金的四季报一披露,不少医药女神都扑街了。张韡、赵蓓等管理的医药基都在四季度陷入了亏损,把上半年的利润吐回去不少。 新晋的医药一姐张韡,去年曾凭借管理的香港优势精选,以85.64%的收益斩获公募业绩上半年冠军,结果下半年就把上半年挣的钱亏了一半回去。 去年的医药板块 ...
圣晖集成股价涨5.12%,国都证券旗下1只基金重仓,持有1万股浮盈赚取2.35万元
Xin Lang Cai Jing· 2025-11-03 02:12
Core Insights - Shenghui Integrated Group Co., Ltd. experienced a stock price increase of 5.12%, reaching 48.25 CNY per share, with a total market capitalization of 4.825 billion CNY [1] Company Overview - Shenghui Integrated Group was established on September 3, 2003, and went public on October 13, 2022. The company is located in Suzhou High-tech Zone, Jiangsu Province [1] - The main business activities include cleanroom engineering services in high-tech industries such as IC semiconductors and optoelectronics. The revenue composition is as follows: cleanroom engineering 64.36%, other electromechanical installation projects 31.78%, equipment sales 3.74%, and others 0.11% [1] Fund Holdings - Guodu Securities has a fund that heavily invests in Shenghui Integrated, specifically Guodu Jucheng (011389), which held 10,000 shares in the third quarter, accounting for 3.9% of the fund's net value, making it the fourth-largest holding [2] - The fund has a total size of 11.6662 million CNY and has achieved a year-to-date return of 10.41%, ranking 5845 out of 8223 in its category [2] Fund Manager Performance - The fund managers of Guodu Jucheng include Liao Xiaodong, Zhang Xiaolei, and Gong Yongjin, with varying tenures and performance records [3] - Liao Xiaodong has a tenure of 5 years and 174 days, with the best return of -24.14% and the worst return of -65.41% during his tenure [3] - Zhang Xiaolei has a tenure of 6 years and 324 days, achieving a best return of 80.09% and a worst return of -23.54% [3] - Gong Yongjin has a shorter tenure of 1 year and 215 days, with a consistent return of 9.93% [3]