红星资本局8月3日消息，进入下半年，随着股市行情持续回暖，权益基金展现了较好的赚钱效应。在蚂蚁理财、天天基金平台晒出实盘收益的基金经理们， 其投入自有资金购买的在管产品实现了多少盈利，引发投资者关注。 红星资本局梳理发现，截至目前，有超过20名公募基金经理展示个人实盘数据，多数处于盈利状态，累计收益最高的已经超过104万元，多名基金经理的实 盘规模（包括本金及累计收益）超过了百万元。 近两个交易日，调整如期而至。对此，有基金经理建议，在投资中要有逆向思维，在市场调整时介入的胜率往往更高，可分批定投、逢高止盈。也有基金经 理针对备受关注的创新药板块进行提醒：最好不要着急离场，可考虑以适时、逢低、分批或者智能定投的方式关注。 有人累计收益已超百万元 也有人还在亏 2023年9月以来，多名基金经理陆续在蚂蚁理财、天天基金平台的个人号中晒出实盘收益。在不少基金经理看来，通过"定投+实盘分享"的方式，能够陪伴持 有人一路同行，也是用行动表达对市场的信心。 | | | 基金经理晒实盘情况(截至8月3日) | | | | --- | --- | --- | --- | --- | | 基金公司 | 基金经理 | 持有基金 ...

证券之星消息，7月24日国金基金管理有限公司发布《关于对单个基金账户国金量化多因子股票型证券 投资基金大额申购、转换转入及定期定额投资业务金额上限调整的公告》。公告中提示，为保护基金持 有人利益，自2025年7月24日起对单个基金账户国金量化多因子股票型证券投资基金大额申购、转换转 入及定期定额投资业务金额上限调整，申购、转换转入上限金额为1.0万元，下属分级基金调整明细如 下： | 分级基金简称 | 代码 | 是否暂停（大额）申购 | 申购限额 转入限额 定投限额 | | --- | --- | --- | --- | | | | (转入转出、赎回、定投) | (元) (元) (元) | | 围全重化多因子A | 006195 | 를 | | | 国会重化多因子C | 016858 | 투 | | 注:1、自2025年7月24日起，国金基金管理有限公司（以下简称"本公司"）对国金量化多因子股票型证 券投资基金（以下简称"本基金"或"国金量化多因子"）投资者单个基金账户的申购投资限额设置为：国 金量化多因子A及国金量化多因子C的投资者单个开放日单笔申购及单个开放日累计申购金额不得超过1 万元，如超过1万元，本 ...

Core Insights - The performance of public funds in the first half of the year has been significantly influenced by thematic investments, particularly in the innovative pharmaceutical sector and the Beijing Stock Exchange [1][2] - Despite the high volatility associated with concentrated investment strategies, some fund managers have successfully achieved stable returns through diversified approaches [1][2] Group 1: Fund Performance - Many top-performing active equity funds in the first half of the year focused heavily on thematic investments, such as innovative pharmaceuticals and robotics [2] - Growth-oriented fund manager Gao Nan achieved over 25% returns with a strategy that included both high-growth sectors like innovative pharmaceuticals and semiconductor industries, as well as more stable sectors like home furnishings [2] - Value-oriented fund manager Lan Xiaokang's fund achieved a return of 17.44%, focusing on high-dividend stocks and sectors like finance and precious metals [3] - The cyclical fund managed by Ye Yong recorded a return of 26.62%, emphasizing investments in resource stocks such as precious metals and oil [4] - The quantitative fund managed by Yao Jiahong and Ma Fang achieved a return of 20.02%, with a diversified portfolio across various industries [4] Group 2: Investment Strategies - The China Securities Regulatory Commission's new action plan aims to link fund manager compensation more closely to fund performance, potentially leading to a shift in investment strategies [5] - Fund managers are expected to focus more on absolute valuation metrics, emphasizing cash flow, competitive advantages, and dividend capabilities [5] - The outlook for the equity market in the second half of the year is optimistic, with expectations of economic recovery and opportunities for fundamental resonance [6] - The "barbell strategy" is favored, focusing on both high-return, high-dividend assets and growth-oriented sectors, particularly in the technology and military industries [6]

Group 1 - Dongxing Securities (601198.SH) reported its 2024 annual report on April 4, 2025, with 178 institutional investors holding a total of 2.009 billion shares, representing 62.15% of the total share capital [1] - The top ten institutional investors collectively hold 60.29% of the shares, with notable investors including China Orient Asset Management Co., Ltd. and Jiangsu Railway Group Co., Ltd. [1] - Compared to the previous quarter, the combined holding percentage of the top ten institutional investors decreased by 0.59 percentage points [1] Group 2 - In the public fund sector, one fund, GF CSI 300 Index Enhanced A, increased its holdings, while four funds, including Guotai CSI All-Share Securities Company ETF, reduced their holdings by 0.57% [2] - A total of 167 new public funds were disclosed this period, including Southern CSI All-Share Securities Company ETF and Tianhong CSI All-Share Securities Company ETF [2] - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings slightly compared to the previous quarter [2]