从历史数据来看，即便是大牛市，指数也会出现多次不同幅度的"回调"，因此在中长期依然看好市场的 大前提下，这些短期的"回调"很多时候往往都是相对低位布局的良机。 更何况就估值而言，以恒生指数为代表的港股市场依然具有明显的"估值优势"： 来源：市场资讯 （来源：小5论基） 话说10月至今港股市场终究还是迎来了自今年4月7日持续上涨以来的第一波调整，恒生指数横盘震荡调 整至半年线（MA120），恒生科技指数更是大幅调整至年线（MA250）。 传统港股的投资大多以被动指数基金为主，擅长港股主动投资的基金经理为数不多，而以团队作战的更 是少之又少。 有鉴于此，今天我就给大家介绍一支以港股主动投资为主且业绩较为出色的团队——富国基金海外权益 投资团队。 富国基金海外权益投资团队在业内较早成立，其港股投研实力在国内公募中处于前列。目前团队拥有十 余位成员，由富国基金总经理助理、海外权益投资部总经理张峰领军，与基金经理汪孟海、彭陈晨、王 菀宜、赵年珅等成员共同协作。 团队始终保持深入研究的投资文化，"极致的勤奋"是团队投研文化的底色，团队每年调研和电话调研上 市公司5000多次，研究员每年实地调研超百次，团队分工协作高效，共 ...

Group 1 - The article emphasizes the importance of investment strategies to achieve financial goals, specifically targeting a tenfold increase from an initial capital of 100,000 to 1,000,000 over ten years [1] - It suggests that relying solely on hard work may not be sufficient to reach financial milestones, and that investing can facilitate wealth accumulation more effectively [1] - The article introduces a specific investment strategy developed by DeepSeek, focusing on a diversified fund portfolio with a maximum of ten funds and a risk tolerance for a 20% drawdown [1][2] Group 2 - The operational strategy includes annual adjustments to the asset allocation, where if any asset class exceeds its target allocation by 5%, a portion is sold and reinvested into underweighted assets like bonds or gold [3] - In extreme market conditions, if the overall portfolio approaches a 20% drawdown, the strategy advises reducing high-volatility assets (such as technology and pharmaceuticals) and increasing holdings in bonds or gold [3] - The article also mentions a core-satellite strategy, suggesting specific funds for consideration, including those focused on global growth and consumption, as well as bond and gold ETFs [4][5]