7月8日，学大教育连续5个交易日下跌，区间累计跌幅-4.14%。学大(厦门)教育科技集团股份有限公司完成了收购学大教育集团暨重大资产重组的相关工作, 公司主营业务由设备采购、租赁及物业租赁变更为教育培训服务,秉承"为每个孩子提供最适合的教育"的使命,率先开创了一对一个性化辅导模式,经过多年的 持续提供优质服务,在业内树立了广泛的知名度和良好的美誉度,成为了课外辅导行业的领军品牌。 财报显示，富国基金旗下富国天惠成长混合(LOF)A进入学大教育前十大股东，且为今年一季度新进。今年以来收益率1.39%，同类排名3454(总4529)。 简历显示，朱少醒先生:博士,具有基金从业资格,中国国籍。现任富国基金管理有限公司副总经理兼权益投资部总经理兼基金经理。曾任华夏证券研究所分析 师,2000年6月起就职于富国基金管理有限公司,历任富国基金管理有限公司研究策划部分析师、产品开发主管、基金经理助理、基金经理、研究部总经理兼基 金经理、总经理助理兼研究部总经理兼基金经理、总经理助理兼权益投资部总经理兼基金经理。2004年6月至2005年8月任富国天益价值基金经理助理,2005 年11月起任富国天惠精选成长基金经理,2008 ...

Core Viewpoint - The article discusses the long-term performance of investment funds, emphasizing the importance of patience and understanding investment strategies over mere results [2][6][8]. Group 1: Long-Term Performance Insights - Investors may need to endure a 10-year period of underperformance before a fund shows its long-term potential [6]. - Many investors lose patience after three consecutive years of underperformance, highlighting the need for a deeper understanding of investment philosophy [6]. - Funds that underperform their benchmarks over a 15-year period often have extended periods of outperformance, suggesting that recent strong performance may not predict future success [6]. Group 2: Investment Cycles and Strategies - The article reflects on the cyclical nature of investment performance, noting that the first ten years of a fund's life can differ significantly from the subsequent ten years [8][9]. - It discusses the necessity of adapting investment strategies to changing market conditions, as past success does not guarantee future results [9]. - The concept of "paying for luck" in the next decade is introduced, indicating that past gains may lead to future challenges [9]. Group 3: Diversification and Risk Management - The article advocates for a diversified investment approach, including asset, market, and time diversification [12][13]. - It suggests that investors should consider a mix of stocks, bonds, and commodities across various markets to mitigate risks [12][14]. - The importance of finding a personal investment style that is both effective and reasonable is emphasized, encouraging experimentation and learning from mistakes [15].

| 证券代码 | 证券简称 | 今年一季度 | 今年以来回报 | 基金规模 | 2024 年报 | 基金经理 | | --- | --- | --- | --- | --- | --- | --- | | | | 净利润(亿) | (%) | (亿) | 净利润(亿) | | | 005827.OF | 易方达营筹精选 | 31.72 | 0.83 | 389.08 | 6.65 | 张坤 | | 161903.OF | 万家行业优选 | 18.81 | 22.53 | 83.09 | -5.72 | 黄兴亮 | | 217021.OF | 招商优势企业A | 16.05 | 12.09 | 101.46 | 15.46 | 飛相棒 | | 163417.OF | 兴全合宜A | 14.85 | 15.85 | 156.69 | 11.41 | 谢治学,薛怡然 | | 006228.OF | 中欧医疗创新A | 14.02 | 32.25 | 81.99 | -17.18 | 尊兰 | | 161005.OF | 富国天惠精选成长A | 8.89 | 1.07 | 252.50 | 3.11 | 朱少醒 | ...

在基金投资领域,选择一家实力雄厚、策略稳健的基金管理公司是投资者实现财富增值的关键。面对市 场上琳琅满目的基金产品,投资者往往难以抉择。到底哪家基金比较好呢?实在不知道应该怎样选的话,快 来看看我为您推荐这十款优质基金,看完之后相信你能找到自己满意的基金。 1、摩根基金 5、嘉实货币基金 嘉实货币基金以货币市场工具为主要投资标的,兼顾收益性与流动性。该基金通过严格筛选高信用等级 债券及同业存单,在控制风险的前提下追求稳健收益。其优势在于T+0快速赎回机制,适合作为现金管理 工具或短期资金避风港。在低利率环境下,该基金通过优化久期管理,仍能保持年化收益优于活期存款,是 风险偏好极低投资者的理想选择。 6、兴全趋势投资基金 兴全趋势投资基金采用"核心+卫星"策略,动态调整股债比例。该基金通过宏观经济研判与个股精选相结 合,在市场波动中展现较强抗跌性。其优势在于基金经理董承非的主动管理能力,例如在2018年熊市中通 过降低仓位、增配消费股实现正收益,在2020年科技股行情中及时切换赛道,体现策略灵活性。 摩根基金管理(中国)有限公司(J.P. Morgan Asset Management China )成立于20 ...

Core Viewpoint - Optoelectronics has experienced a decline for six consecutive trading days, with a cumulative drop of -7.85% [1] Company Overview - Guangdong Optoelectronics Technology Co., Ltd. is positioned as a supplier of core automation components [1] Shareholder Activity - Three funds under the management of Fidelity Fund have entered the top ten shareholders of Optoelectronics, all of which are new entries in the first quarter of this year. The funds are: - Fidelity Tianhui Growth Mixed (LOF) A - Fidelity Value Advantage Mixed A - Fidelity New Vitality Flexible Allocation Mixed A [1] Fund Performance - Fidelity Tianhui Growth Mixed (LOF) A has a year-to-date return of 0.48%, ranking 2883 out of 4546 in its category - Fidelity Value Advantage Mixed A has a year-to-date return of 2.64%, ranking 2143 out of 4546 - Fidelity New Vitality Flexible Allocation Mixed A has a year-to-date return of 14.21%, ranking 102 out of 2304 [1] Fund Manager Profiles - **Zhu Shaoxing**: - Current position: Deputy General Manager and Head of Equity Investment Department at Fidelity Fund - Experience: Over 19 years in the industry, with various roles at Fidelity Fund since June 2000 [5][6] - **Sun Bin**: - Current position: Senior Equity Fund Manager at Fidelity Fund - Experience: Joined Fidelity Fund in July 2016, with a focus on equity investment [7][8] - **Wu Dongdong**: - Current position: Fund Manager at Fidelity Fund - Experience: Joined Fidelity Fund in April 2019, previously worked as a mechanical industry researcher [9] Company Background - Fidelity Fund Management Co., Ltd. was established in April 1999, with a diverse ownership structure including major shareholders such as Guotai Junan Securities and the Bank of Montreal [10]

Core Insights - Despite a volatile overall market in the first quarter of 2025, public funds demonstrated strong resilience, with a notable recovery in the performance of actively managed equity funds [3][4] - The report indicates that 74.97% of the 8097 funds achieved positive returns, with 166 funds exceeding a 20% return and 989 funds surpassing a 10% return [3] - Growth style funds outperformed in the first quarter, with median returns of 14.49% for mid-cap growth and 13.31% for small-cap growth, while large-cap value funds lagged with a median return of approximately 1.50% [3] Fund Performance - The first quarter saw a strong correlation between fund performance and changes in fund size, with better-performing funds attracting more investment [4] - As of the end of the first quarter, the total market fund management scale reached 31.61 trillion yuan, a 9.60% increase year-on-year, while the scale of actively managed equity funds decreased by 5.16% to 3.49 trillion yuan [4] Billion Club Changes - The number of actively managed equity funds with assets exceeding 100 billion yuan decreased from 27 to 26 in the first quarter, with new entrants replacing some previous members [5] - Notable new members include the Yongying Advanced Manufacturing Select and Penghua Carbon Neutrality Theme funds, which have shown strong performance [5][8] Top Performing Funds - The Penghua Carbon Neutrality Theme fund achieved a remarkable return of 60.26%, leading the performance rankings, while the Yongying Advanced Manufacturing Select fund recorded a return of 52.32% [8][10] - The net subscription amounts for these funds were estimated to exceed 7 billion yuan, with significant increases in their total assets [10] Fund Manager Rankings - The top ten fund managers in the actively managed equity fund sector maintained relative stability, with slight internal ranking changes [14] - As of the end of the first quarter, the largest actively managed equity fund was the E Fund Blue Chip Select, managed by Zhang Kun, with a total asset value of 389.08 billion yuan [10][14] Scale Growth - Several fund managers, including those from Fortune Fund and China Europe Fund, reported significant net increases in fund management scale, indicating a positive trend in the sector [15][16] - The scale of the China Europe Medical Health fund, managed by Ge Lan, reached 311.79 billion yuan, making it one of the largest actively managed equity funds [16]