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年内已有105只公募基金清盘;郑澄然加仓固德威丨天赐良基早参
Mei Ri Jing Ji Xin Wen· 2025-06-17 00:58
Group 1 - Xin Yuan Fund's subsidiary purchased two equity products worth 20 million yuan, demonstrating confidence in the long-term stability of the Chinese capital market and the company's investment capabilities [1] - The company emphasizes a principle of sharing risks and benefits with investors, committing to long-term and value investment strategies to create sustainable value for fund shareholders [1] Group 2 - The first batch of Sci-Tech Innovation Bond ETFs is expected to be reported, with up to 10 new products in the pipeline, indicating a significant acceleration in the trend of index-based investment in the bond market [2] - In January, the first batch of 8 benchmark credit bond ETFs was established, marking a large-scale expansion in the history of bond ETFs [2] Group 3 - Over 20 public fund companies have launched podcast channels, reflecting the growing importance of podcasts as a medium for investors to access information and understand the market [3] - Popular podcasts include "Da Fang Tan Qian" from Huaxia Fund, which has nearly 75,000 subscribers, and episodes focusing on family financial issues have garnered over 116,000 views [3] Group 4 - As of June 13, approximately 95% of the 2,440 pure bond funds have achieved positive net value growth this year, with over 82% of funds reaching new highs in June [4] - Notable funds include Bosera Yutong Pure Bond 3-Month A and Guotai Ruiyuan One-Year Open Fund, with net value growth rates of 4.16% and 4.01% respectively [4] Group 5 - A total of 105 public funds have been liquidated this year, primarily due to asset net values falling below contractual limits, with 83 funds affected [5][6] - Among the liquidated funds, 40 were initiated funds, with 32 being equity funds, indicating a significant impact on the equity product segment [6] Group 6 - Zheng Chengran has increased holdings in Goodwe, with the fund managing 6.1976 million shares, making it the fourth-largest shareholder [7] - The fund had previously reduced its holdings significantly in the first quarter but has since increased its position by 3.0224 million shares in the second quarter [7] Group 7 - The market experienced a rebound on June 16, with the Shanghai Composite Index rising by 0.35% and the Shenzhen Component Index by 0.41% [8] - The trading volume in the two markets was 1.22 trillion yuan, a decrease of 252.2 billion yuan from the previous trading day, with sectors like wind power equipment and gaming showing strong performance [8]
孙迪作为基金经理,其投资能力及业绩表现是否出色?
Sou Hu Cai Jing· 2025-06-09 01:53
综上,我认为孙迪是一位专业且可信赖的基金经理,其业绩、投资风格和风险管理能力在业内处于较高水平。投资决策应结合个人目标和市场动态,我建议 潜在投资者仔细阅读基金说明书和最新报告,以做出明智的投资选择。 文章来源:https://baike.huochengrm.cn/post/16130.html 在基金业绩方面,孙迪表现出色。以广发高端制造股票基金为例,该基金在过去五年中,年均回报率超过15%,大幅领先于同类型基金的平均水平。2021 年,该基金在A股市场震荡中实现了近30%的收益,归功于孙迪对行业轮动的精准把控。公开的基金报告和第三方评级机构的数据显示,他的选股能力和风 险控制能力较强。尽管业绩并非总是一帆风顺,2022年下半年,受全球供应链冲击,基金净值曾出现约10%的短期回撤,但这提示投资者市场波动性无法避 免。总体来看,孙迪的长期回报表现稳健,五年期夏普比率超过0.8,表明他在追求收益的同时,有效管理了下行风险。 孙迪的投资策略倾向于成长型,着重于长期价值的挖掘,他偏爱投资具有高增长潜力的企业,如人工智能、高端装备和绿色能源领域的领军企业。在构建投 资组合时,他注重风险分散,避免过度集中于某一行业。 ...