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长跑业绩彰显投研实力,富国基金权益、固收、量化全线领跑
Sou Hu Cai Jing· 2025-07-11 09:24
《道德经》有言:"胜人者有力,自胜者强。" 富国基金在权益投研体系建设方面持续精进,不断前行 投资时间网、标点财经研究员 齐文健 随着我国居民财富持续增长,资产配置需求日渐增加,公募基金成为其中重要一环,可供投资者选择的产品愈发丰富。主动权益类基金、被动指数型基 金、纯债型基金、FOF、QDII……不同功能属性的产品整齐排列在"理财货架"上。 但是,要选择哪一款?投资者需要深思熟虑。不难看出,近年来,围绕产品业绩的关注度越来越高,投资者不再只满足于产品短期业绩,中长期成绩被反 复考察。 近日,标点财经研究院根据Wind、银河证券、基金季报等多方数据,通过对中国基金业过去7年、5年、3年等海量数据进行统计研究,重磅推出《中国基 金业马拉松大师荟·2025》。 在全市场上万只产品中,管理规模稳居业内第一梯队的富国基金旗下有哪些中长期业绩稳居同类前列的权益产品? 权益投资现硬核实力 伴随资管行业快速发展,投资者购买理财产品并非难题。但在权益市场波动、优质资产荒、银行理财产品破净等因素叠加下,投资者的投资难度又居高不 下。投资者对于能够提供稳健中长期业绩的产品需求可谓十分迫切。 投资时间网、标点财经研究员注意到,以权 ...
创新药的“DeepSeek”时刻来临!富国基金王超:好的数据、好的进度,一定能转化成生产力或价值
聪明投资者· 2025-07-09 06:03
Core Viewpoint - The article discusses the significant transformation in China's innovative drug sector, highlighting the emergence of a "DeepSeek" moment driven by improved recognition of the technology attributes of innovative drugs and a stabilizing policy environment [1][55][57]. Group 1: Industry Background - The narrative of China's innovative drug industry has evolved dramatically from a low starting point, with a focus on the systemic operational models of leading companies [2][6]. - The shift from pursuing "Chinese new" to "global new" in innovative drugs began around 2018, emphasizing the need for global competitiveness [28][29]. Group 2: Investment Strategy - The investment framework developed by the fund manager emphasizes the importance of selecting companies that can achieve global competitiveness, focusing on speed, optimization, and innovation [6][30]. - The ideal investment stage is identified as clinical phase II, where early data signals can provide opportunities for entry [9][34]. Group 3: Market Dynamics - The current market performance of innovative drugs is attributed to two main factors: enhanced recognition of their technological attributes and a more stable policy environment [55][57]. - The article notes that the number of global INDs and clinical trials from China has significantly increased, indicating a robust supply side [63]. Group 4: Future Outlook - The article suggests that the innovative drug sector is at a critical turning point, with international interest in Chinese innovative drug assets growing [65][66]. - The potential for growth in the innovative drug market remains substantial, particularly as companies begin to achieve revenue and profit growth [60][61].