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 ...

Core Viewpoint - The article discusses the recent trend of fund managers sharing their real-time investment performance on the Tian Tian Fund platform, highlighting both successful and struggling investments among various fund managers [1][4]. Performance Highlights - Several fund managers have reported impressive real-time performance, with some achieving returns as high as 68%. For instance, Jiang Feng from CITIC Prudential Fund has a portfolio with returns of 68.08%, 25.58%, 18.34%, and 2.91% across four funds [5][6]. - Fund manager Ren Jie has a holding return of 61.90% with total assets of 213,600 yuan, while Chen Bo's portfolio shows a return of 10.10% with total assets of 414,700 yuan [3][4]. - Quantitative fund managers Yao Jiahong and Ma Fang have also reported strong returns, with Yao's holdings yielding 29.19% and 30.14%, and Ma's yielding 36.83%, 35.58%, and 23.69% [6]. Market Sentiment and Investor Confidence - The act of fund managers sharing their real-time performance is seen as a way to boost investor confidence, especially in a volatile market where many products are underperforming. This practice is believed to provide psychological reassurance to investors [6].

Core Viewpoint - The recent trend of fund managers publicly sharing their real-time investment performance has sparked significant discussion within the investment community, reflecting their confidence in the current equity market and the potential for recovery in corporate earnings [1][2][3]. Fund Manager Performance - Several fund managers, including Ren Jie from Yongying Fund and Ji Jun Kai from Hai Fu Tong Fund, have initiated real-time operations on platforms like Tian Tian Fund, with some achieving impressive returns, such as Ren Jie's nearly 70% holding return [1][2]. - Chen Bo's portfolio, named "Left Hand Dividend Right Hand Technology," has a holding return of 10.10% with total assets of 414,700 yuan [2]. - Fund managers Jiang Feng and Guo Xiang Bo have also reported strong performance, with Jiang's funds showing returns of up to 68.08% [2][3]. Long-term Holding Strategy - Many fund managers have been operating real-time portfolios for over two years, demonstrating a commitment to long-term investment strategies [2]. - Guo Xiang Bo's investments in the pharmaceutical sector have yielded returns of 7.48% and 17.32% for different share classes, despite market volatility [2]. Market Sentiment and Investor Confidence - The act of fund managers sharing their real-time performance is seen as a way to boost investor confidence and convey a message of shared risk and reward [3]. - Industry experts believe that this transparency can help investors maintain a rational perspective on market fluctuations [3]. Market Outlook - The outlook for the equity market in the second half of the year is optimistic, with expectations of policy measures to stimulate economic growth and enhance market confidence [4][5]. - Analysts suggest focusing on sectors aligned with new production capabilities and consumer demand, indicating potential structural opportunities in the market [4][5].