中国经济网北京9月2日讯（记者 何潇）今年8月份，全市场8742只（各类份额分开计算，下同）有可比业绩的混合型基金中，有8422只基金净值上 涨，占比96.34%；有311只基金净值下跌，其余9只基金净值持平。 8月份共计25只混合型基金涨幅超过42%（含42%），其中长安鑫瑞科技6个月定开混合A、长安鑫瑞科技6个月定开混合C、信澳业绩驱动混合A、 信澳业绩驱动混合C、华泰柏瑞质量精选混合A、华泰柏瑞质量精选混合C以48.39%、48.33%、46.03%、45.96%、43.40%、43.34%的收益率领涨。 以华泰柏瑞质量精选混合A/C为例，该基金成立于2021年3月31日，截至2025年8月29日，其今年来收益率分别为107.78%、107.09%，成立来收益率 分别为10.85%、8.41%，累计净值分别为1.1085元、1.0841元。 据半年报披露，华泰柏瑞质量精选混合A/C上半年一直坚定看好并持续重仓AI海外算力链。截至今年6月30日，其前十大重仓股为新易盛、涛涛车 业、小米集团、泡泡玛特、天孚通信、长芯博创、中际旭创、仕佳光子、德科立、胜宏科技。 华泰柏瑞质量精选混合A/C的现任基金经理为陈文 ...

Core Viewpoint - The China Securities Regulatory Commission has introduced a performance-based compensation mechanism for fund managers, linking their pay to long-term performance against benchmarks [1] Group 1: Fund Performance and Management - Among funds with over 1 billion in size and established for more than three years, 356 funds have underperformed their benchmarks by over 10% in the last three years, involving 265 fund managers and 61 fund companies [2] - The "Fuguo Innovation Technology Mixed A" fund has a total scale of 2.253 billion yuan and has significantly underperformed its benchmark by 51.59%, with a three-year loss of 30.19% [2][4] - Fund manager Li Yuanbo has managed the fund for over 8 years, achieving a total return of 17.00% during his tenure, with a focus on technology sectors [4] Group 2: Investment Strategy and Risks - The fund has a high concentration in the technology sector, with 47% in semiconductors and about 20% in computer and communication sectors, reflecting a significant growth style [5] - The fund's maximum drawdown in the past year reached -28.52%, indicating high volatility and risk associated with its concentrated holdings [5] - The fund's asset management fees have been declining from 67.69 million yuan in 2022 to 34.77 million yuan in 2024 [6] Group 3: Market Outlook and Manager's Perspective - Li Yuanbo maintains a positive outlook on artificial intelligence and related sectors, despite the fund's recent performance challenges [10][11] - The fund's turnover rate was exceptionally high at 452% in 2024, indicating an active management strategy aimed at capturing market trends [10] - The manager expresses optimism about the fundamentals of the innovative drug sector and other industries showing improvement, such as engineering machinery and new energy [11]