Workflow
大成景恒混合A
icon
Search documents
那些在3700点买基金的人,现在怎么样了?
天天基金网· 2025-08-19 11:23
Core Viewpoint - The A-share market experienced a slight decline after reaching the historical high of 3731 points in 2021, raising questions about investment opportunities and strategies for those who bought funds at that peak [1][4]. Market Performance - The three major indices in the A-share market closed lower today, with a trading volume close to 2.6 trillion yuan. Sectors such as liquor, real estate, and automobiles led the gains, while insurance and brokerage sectors saw a pullback [3][4]. - Analysts suggest that significant trading volume often leads to high volatility, and the current market remains active with no clear signs of capital withdrawal [3]. Fund Performance Since 2021 - Funds purchased at the 3731-point peak have shown varied performance, with some funds gaining over 200% since then. However, many investors are still waiting to break even [4][6]. - As of August 2025, the market has returned to around 3700 points, but many individual stocks have not recovered to their previous highs, indicating a disparity between index performance and individual stock performance [8]. Strategies for Investors - For investors whose funds have not yet returned to break-even, it is advised to maintain a rational approach and consider shifting from chasing hot stocks to a balanced allocation strategy. This includes dynamic adjustments to portfolios and setting stop-loss limits [9][12]. - Dollar-cost averaging through systematic investment plans can help reduce costs over time, especially during market downturns [9][10]. Market Outlook - The current market is characterized as a "healthy bull" market, supported by government policies and increasing capital inflows. This environment is expected to foster continued market confidence and potential upward movement [12][13]. - Investors are encouraged to adopt a balanced approach, using a "core-satellite" strategy to manage risk and avoid overexposure to any single investment [16][18].
华强科技连跌4天,大成基金旗下1只基金位列前十大股东
Sou Hu Cai Jing· 2025-08-11 14:19
8月11日,华强科技连续4个交易日下跌,区间累计跌幅-5.44%。湖北华强科技股份有限公司隶属于中国兵器装备集团有限公司,成立于2001年11月12日,2020 年整体改制成立股份有限公司。 财报显示,大成基金旗下大成景恒混合A进入华强科技前十大股东,且为今年二季度新进。今年以来收益率34.12%,同类排名449(总4447)。 | ○ 基金经理:苏秉毅 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 累计任职时间:13年又187天 | 任职起始日期:2012-02-09 现任基金公司:大成基金管理有限公司 | | | 基金经理简介:苏秉毅先生:清华大学经济学硕士,国籍:中国,2004年9月至2008年5月就职于华 夏基金管理有限公司基金运作部。22008年加入大成基金管理有限公司,曾担任规划发展部高 级产品设计师、数量与指数投资部总监助理、指数与期货投资部副总监,现任混合资产投资部 | | | | | | | | | | 副总监。2012年8月28日至2014年1月23日任大成中证500沪市交易型开放式指 ...
浙江力诺连跌4天,大成基金旗下1只基金位列前十大股东
Sou Hu Cai Jing· 2025-04-16 11:12
4月16日,浙江力诺连续4个交易日下跌,区间累计跌幅-3.76%。浙江力诺流体控制科技股份有限公司,是一家致力于流体控制设备的研发、生产、销售的国 家高新技术企业,成立于2003年1月,于2020年6月在深交所创业板挂牌上市。 资料显示,大成基金管理有限公司成立于1999年4月,董事长为吴庆斌,总经理为谭晓冈。目前,大成基金共有3名股东,中泰信托有限责任公司持股50%、 中国银河投资管理有限公司持股25%、光大证券股份有限公司持股25%。 财报显示,大成基金旗下大成景恒混合A为浙江力诺前十大股东,去年四季度减持。今年以来收益率5.30%,同类排名814(总4559)。 | 阶段涨幅 | 李度涨幅 | 年度涨幅 | 今年以来各阶段业绩及同类排名 | | | | --- | --- | --- | --- | --- | --- | | | | 近1周 | 近1月 | 近3月 | 新功能:"小天 | | 阶段涨幅 | | 7.79% | -5.19% | 7.11% | 型,智能问答 | | 同类平均0 | | 5.91% | -7.13% | 2.38% | 准、 专业的问 | | 沪深300 | | 2.33 ...