市场风格切换的警报再次拉响！ 当市场分歧加剧，哪些基金正在成为聪明资金的避风港？ 本期《一周基金热搜榜》将通过数据为您揭晓答案！ 一、永赢基金持续领跑，德邦混合型产品异军突起 值得注意的是，在上周，德邦基金和东方阿尔法基金异军突起，旗下各有三只产品同时上榜，总热度分别超过9万和3万，且均以混合型基金为主要构成，德 邦稳盈增长灵活配置混合C以超9万的支付宝搜索量位居首位。 另外，永赢基金本周继续保持强势表现，旗下共有6只混合型基金进入"周搜索量超1万"榜单，总热度超25万，蝉联基金公司热度冠军。 其中，得益于半导体产业政策的影响，永赢半导体产业智选混合C以88.56%的近一年业绩位于榜单第二名，搜索量超7万次；永赢科技智选混合C位于第3 名，支付宝站内搜索量超过6万，显示出市场对科技的高度认可。 与7月23日-8月3日周期相比，上周（8月4日——8月10日）产品类型呈现结构变化： 混合型基金和指数基金热度超 1w 的产品数量环比减少，整体热度有所回落。但指数型基金的热度退潮现象较混合型基金更为显著，环比减少12只，或与近 期市场指数波动、投资者风险偏好微调相关。 股票型、债券型基金热度则保持稳定，整体表现平稳。 ...

Core Viewpoint - The performance of bond funds in China has been strong in the first seven months of the year, with 92% of the 6,807 bond funds showing positive returns, indicating a favorable market environment for fixed-income investments [1]. Group 1: Fund Performance - A total of 6,807 bond funds were analyzed, with 6,281 funds (92%) reporting gains, 33 funds remaining flat, and 493 funds experiencing losses [1]. - The top-performing funds include Huashang Fengli Enhanced Regular Open Bond A and C, and Southern Changyuan Convertible Bond A and C, all achieving returns exceeding 20% [1][2]. - The Huashang Fengli Enhanced Regular Open Bond fund has a significant allocation to bonds (76.77%) and stocks (18.93%) [1]. Group 2: Fund Management - The Huashang Fengli Enhanced Regular Open Bond fund is managed by Li Qian, who has over five years of experience managing public funds [1]. - Southern Changyuan Convertible Bond is managed by Liu Wenliang, who has nearly 10 years of experience in fund management [2]. - The fund manager for the Fortune Optimized Enhanced Bond, Liu Xingwang, has nine years of public fund management experience [3]. Group 3: Fund Holdings - The top holdings of the Huashang Fengli Enhanced Regular Open Bond fund include various government bonds and stocks from companies like Haili Wind Power and Pacific Securities [1]. - Southern Changyuan Convertible Bond's top holdings include convertible bonds from companies like Liugong and Xinyang Technology [2]. - The Fortune Optimized Enhanced Bond fund's major holdings consist of government bonds and convertible bonds, with a total scale of 3.65 billion yuan [3]. Group 4: Performance Rankings - The performance rankings for bond funds show that Huashang Fengli Enhanced Regular Open Bond A leads with a return of 22.17%, followed closely by Huashang Fengli Enhanced Regular Open Bond C at 21.93% [4][5]. - Other notable funds with returns exceeding 16% include Huabao Enhanced Income Bond A and B, and Fortune Optimized Enhanced Bond E [2][4].

Core Insights - In the first half of 2023, 95% of the 6,831 comparable bond funds reported positive performance, with 6,505 funds increasing in value, 29 remaining flat, and 297 declining [1][2] - The top-performing funds included Huashang Fengli Enhanced Regular Open Bond A and C, with returns of 18.35% and 18.11% respectively, primarily investing in convertible bonds [1][2] - Historical data shows that Huashang Fengli Enhanced Regular Open Bond A/C has achieved a cumulative return of over 130% since its inception in September 2016, indicating strong stability [1] Fund Performance - The second tier of funds, such as China Europe Convertible Bond A and Bosheng Convertible Bond Enhanced A, reported gains exceeding 12%, with specific returns of 12.53% and 12.36% respectively [2][3] - The top holdings of these funds predominantly include convertible bonds, with a small allocation to government bonds [2] - The fund managers of these top-performing funds have extensive experience, with some managing public funds for nearly two decades [2][3] Declining Funds - Despite the overall positive market trend, only 9 bond funds experienced declines of over 2%, with the largest drop being 2.47% for the Green Ju Xin Enhanced Bond C, which held no bond assets [3][4] - Other funds that declined include Norde Enhanced Yield Bond, which fell by 2.33%, primarily holding government bonds and a small percentage of stocks [4] - The overall trend indicates a strong bond market performance, with only a few exceptions among the funds [3][4]

Group 1 - In the first four months of this year, 5702 out of 6860 comparable bond funds reported positive performance, accounting for 83% of the total [1] - The top-performing funds include Huashang Fengli Enhanced Regular Open Bond A and C, with returns of 11.21% and 11.03% respectively [1] - The majority of the assets in these top funds are in bonds, with Huashang Fengli Enhanced Regular Open Bond A holding 73.79% in bonds, primarily convertible bonds [1] Group 2 - The fund manager of the top-performing FuGuo Optimized Enhanced Bond has 9 years of experience managing public funds and has held various roles in fixed income research and management [2] - The top four bond holdings of FuGuo Optimized Enhanced Bond are all financial bonds, indicating a focus on the financial sector [2] - Huabao Convertible Bond and Boshi Convertible Bond Enhanced funds are managed by experienced professionals with extensive backgrounds in fixed income securities [3] Group 3 - A few bond funds, such as Renbao Xinli Bond C and ZheShang Fengli Enhanced Bond, experienced declines of over 2% in the same period, despite the overall positive trend in the bond market [4] - The first major holding of Renbao Xinli Bond is medium-term notes, which constitute 44.56% of its net asset value [4] - ZheShang Fengli Enhanced Bond primarily invests in convertible bonds, with significant holdings in companies like Midea Group and Guizhou Moutai [4] Group 4 - The performance data for the top 100 bond funds shows a significant disparity, with some funds experiencing declines while others achieve substantial gains [5][6] - The overall trend indicates a strong performance in the bond market, with only a few funds reporting significant losses [3][4] - The data highlights the importance of fund management experience and strategy in achieving positive returns in the bond market [2][3]