证券之星消息，截止2025年三季度末，基金经理林念旗下共管理8只基金，本季度表现最佳的为工银主题策略混合A（481015），季度净值涨 43.97%。 | 在任基金 | 规模(亿元) | 年化回报 | 2025年三季度涨幅 | 第一重合股 | 白净值比 | | --- | --- | --- | --- | --- | --- | | 工银全球精选股票(QDII) | 9.29 | 9.99% | 2.52% | 英国法 | 5.94% | | 486002 | | | | NVDA | | | 工银丰题策略混合A | 8.40 | 11.35% | 43.97% | 中微公司 | 9.66% | | 481015 | | | | 688012.SH | | | 工银全球股票(QDI)人民币 | 4.83 | 7.74% | 10.69% | 腾讯控股 | 8.45% | | 486001 | | | | 00700.HK | | | 工银全球股票(ODII)美元 | 4.58 | -31.67% | 11.65% | 鹰讯控股 | 8.45% | | 009562 | | | | 00700.HK | | ...

Group 1 - The core viewpoint of the news is that拓荆科技 has experienced a significant stock price increase, rising 5.14% on October 24, with a total market capitalization of 764.79 billion yuan and a cumulative increase of 7.08% over four consecutive days [1] - The company specializes in the research, production, sales, and technical services of high-end semiconductor equipment, with 96.47% of its main business revenue coming from semiconductor equipment [1] - The stock's trading volume on the reporting day was 8.20 billion yuan, with a turnover rate of 1.09% [1] Group 2 - 工银瑞信基金 has a significant holding in拓荆科技, with its 工银主题策略混合A fund increasing its position by 11,300 shares in the second quarter, making it the largest holding in the fund [2] - The fund has achieved a year-to-date return of 38.32% and a one-year return of 41.79%, ranking 1677 out of 8154 and 1152 out of 8025 respectively in its category [2] - The fund manager, 林念, has been in charge for nearly 10 years, with the fund's best return during his tenure being 113.14% [2]