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“固收一姐”姜晓丽告别天弘:从未休过长假的基金经理选择停下
Xin Lang Cai Jing· 2026-02-10 10:06
公开资料显示,姜晓丽于2009年7月以应届生身份加入天弘基金,担任债券研究员和债券交易员。十几 年过去,她已从初入行业的毕业生成长为公募基金领域的资深人士。2011年3月至同年7月,她曾在光大 永明人寿保险担任债券交易员兼研究员。2011年8月,她再次回到天弘基金,并于2012年8月开始担任天 弘永利债券的基金经理,开启了她的投资管理生涯。 回顾其在天弘基金的职业轨迹,姜晓丽在告别信中坦言:"十几年过去了,我也已经步入中年。"这段职 业生涯中,她历任固定收益研究员、基金经理助理、固定收益业务总监兼任宏观研究部及固定收益部总 经理等职务。在离任前,她除担任多只基金的基金经理外,还同时担任公司总经理助理、兼任混合资产 部总经理,并为公司投资决策委员会委员。 从公司团队结构看,天弘基金目前拥有59名基金经理,显著高于行业平均的24.8人,但基金经理平均年 限4.46年略低于行业平均的5.02年。值得注意的是,公司人均管理资产达224.54亿元,是行业平均51.46 亿元的4倍以上,人均管理基金数4.17只也高于行业平均的2.79只。近一年新聘8人、离任6人的人员流动 情况,显示出团队正在进行持续调整与更新。 | | ...
科技股的大牛市
表舅是养基大户· 2025-08-28 13:23
Group 1 - The market experienced a significant V-shaped reversal after a period of decline, with most assets recovering or narrowing their losses, except for long-term bonds which continued to decline [2][3]. - The market is in a delicate phase where there seems to be an invisible hand trying to cool down the market, preventing rapid index increases while showing limited tolerance for declines [3][4]. Group 2 - The technology sector continues its extreme bull market, characterized by both logic and bubble-like conditions, with notable gains in various tech stocks [6][7]. - The ChiNext index has seen a rise of over 30% in the past six months, marking it as one of the three major bull markets in its history, with AI-related stocks being the biggest beneficiaries [9][10]. Group 3 - Meituan reported a nearly 90% drop in net profit, leading to a significant decline in its stock price and negatively impacting the Hong Kong market [14][16]. - The ongoing competition in the food delivery sector is expected to continue, with short-term pain anticipated as companies vie for market share [14][16]. Group 4 - There is a clear style switch in the market, with a noticeable divergence between large-cap and small-cap stocks, as well as between convertible bonds of different sizes [17][20]. - Recent trading days have shown that large-cap stocks have significantly outperformed small-cap stocks, indicating a shift in investor preference [20][21]. Group 5 - The convertible bond market has shown signs of weakness, with a notable decline in prices, reflecting a supply-demand imbalance exacerbated by recent market conditions [23][24]. - The overall performance of convertible bonds is influenced by the broader market dynamics, with a focus on the supply and demand relationship [24][26].