2026开年以来，基金投顾调仓节奏明显加快。统计数据显示，今年1月，近650个基金投顾组合中，有 178个进行调仓，增配低估值价值型基金成为共识，永赢融安、华泰柏瑞红利低波ETF联接等产品获基 金投顾增配比例最高。在大类资产配置层面，基金投顾组合普遍提升了A股及债券仓位，同步减配现金 资产、美股及港股持仓；行业维度则增配有色金属、电子、通信，减配生物医药、汽车及银行。 1月30日，嘉实财富旗下的嘉实财富权益甄选更新的调仓动态显示，在市场进入震荡后，组合增加了在 经济复苏方向有所布局的基金配置，减配涨幅较大的中证500产品，同时动态平衡配置医药基金。该投 顾组合将广发中小盘精选混合C的配置比例由10%提升至11%，新增持仓财通资管均衡臻选混合A和万 家双引擎灵活配置混合A，持仓比例分别为8%和5%。 具体到大类资产调整，开源证券将基金投顾在大类资产上的配置分解为A股、港股、美股、债券、黄 金、货币及现金、海外债券、新兴市场、其他发达市场、海外REIT、其他商品总计十一类资产。今年1 月基金投顾在大类资产配置的变化体现在：增配A股、债券等，减配货币及现金、美股、港股等。 进一步将基金投顾在A股上的配置分解到一级行 ...

2026开年以来，基金投顾调仓节奏明显加快。统计数据显示，今年1月，近650个基金投顾组合中，有 178个进行调仓，增配低估值价值型基金成为共识，永赢融安、华泰柏瑞红利低波ETF联接等产品获基 金投顾增配比例最高。在大类资产配置层面，基金投顾组合普遍提升了A股及债券仓位，同步减配现金 资产、美股及港股持仓；行业维度则增配有色金属、电子、通信，减配生物医药、汽车及银行。 展望后市，部分投顾机构建议围绕"出海+科技"两条主线布局，亦有观点认为港股估值安全边际显现， 布局窗口正在打开。 增配低估值价值型基金 开源证券对天天基金、且慢及雪球上总计近650个基金投顾组合进行分析后发布数据称，2026年1月总计 有178个基金投顾组合发生了调仓行为。 在基金调仓方面，低估值价值型基金增幅比例较大。永赢融安、景顺长城景颐双利、华泰柏瑞红利低波 ETF联接、中金沪深300指数增强、富国中证价值ETF联接等被基金投顾增配的比例最高。 ● 本报记者 张凌之 对于市场关注的科技板块，1月7日，富国基金旗下的富国带你投数字经济组合更新的调仓动态透露了其 在科技板块的配置思路。本次调仓在行业配置上向业绩基准适当收敛，优化配置，增加了通 ...

Core Points - The announcement states that Chen Yunzhong has been appointed as the new fund manager for the Guangfa Baifa Big Data Selected Mixed Fund (001741) effective September 16, 2025, replacing Wang Haitao [1] - As of September 15, 2025, the net value of the fund was 1.1430, reflecting a daily increase of 0.35% and a yearly increase of 23.04% [1] Fund Manager Background - Chen Yunzhong is a Chinese national with a master's degree, having previously worked as a researcher at Shanghai Nantou Asset Management Co., Ltd. and Shanghai Nanyao Asset Management Center [1] - He joined Guangfa Fund Management Co., Ltd. in February 2019 and has held various positions, including industry researcher and fund manager for multiple funds since 2021 [1] Fund Performance - The following are the public funds managed by Chen Yunzhong along with their performance: - Guangfa Small and Medium Cap Selected Mixed A (005598): 41.37% return since September 28, 2021 [1] - Guangfa Technology Power Stock (005777): 57.15% return since May 31, 2024 [1] - Guangfa Small Cap Growth Mixed (LOF) C (009132): 20.03% return since March 25, 2025 [1] - Guangfa Small and Medium Cap Selected Mixed C (013955): 32.21% return since October 27, 2021 [1] - Guangfa Growth Start Mixed A (018835): 131.16% return since March 19, 2024 [1] - Guangfa Growth Start Mixed C (018836): 130.15% return since March 19, 2024 [1] - Guangfa Small Cap Growth Mixed (LOF) A (162703): 20.26% return since March 25, 2025 [1] Stock Performance Review - The Guangfa Small and Medium Cap Selected Mixed A fund added Cambricon Technologies in Q3 2024 at an average price of 233.11 and held it for two quarters, exiting in Q1 2025 at an average price of 681.59, resulting in an estimated return of 192.39% [1]