Core Insights - The article highlights the impressive performance of the A-share market in 2023, particularly in the technology growth sector, driven by advancements in AI, robotics, and other tech industries [2][4] - The article emphasizes the importance of professional fund management in capturing long-term growth opportunities in technology stocks, as evidenced by the success of various funds managed by experienced teams [6][7] Group 1: Market Performance - The technology growth sector has been the main driver of the A-share market's performance in 2023, with significant contributions from humanoid robots, innovative pharmaceuticals, AI computing, new energy batteries, and military industries [2][4] - As of September 19, 2023, the average return of active equity funds has reached 31.47%, reflecting a strong market environment [2] - The market capitalization of technology companies now exceeds 25% of the A-share market, surpassing the combined market cap of the banking and real estate sectors [2][4] Group 2: Investment Opportunities - The article discusses the potential for sustained growth in technology stocks, driven by factors such as technological breakthroughs, policy support, and capital allocation [4][5] - The engineer dividend in China, with the number of engineers increasing from approximately 5.2 million in 2000 to about 17.7 million in 2020, is a key factor supporting the long-term development of the technology sector [4] - The article notes that the technology sector's valuation has increased significantly, leading to greater uncertainty and investment difficulty [4][5] Group 3: Fund Management and Strategy - The article outlines the importance of having a specialized technology investment team within fund management companies to effectively capture growth opportunities [6][7] - The performance of the CSI Technology 100 Index, which has seen a return of 82.44% over the past year, indicates the success of technology-focused funds [7] - The article highlights the investment philosophy of the Invesco Great Wall Technology Team, which emphasizes long-term opportunities rather than short-term trends, and the importance of deep research in identifying industry trends [19][20][23] Group 4: Team Composition and Expertise - The Invesco Great Wall Technology Team consists of 12 fund managers with diverse backgrounds and expertise in various technology sectors, enhancing their research capabilities [12][13] - The team has a strong focus on long-term investment strategies, with an emphasis on maintaining a stable investment framework to navigate the volatility of technology stocks [20][21][23] - The article mentions specific fund managers and their investment philosophies, highlighting their commitment to identifying sustainable growth opportunities within the technology sector [21][22]

以下文章来源于公募排排网 ，作者悟空 公募排排网 . 这是一个每天都在想尽办法为你找到好基金的良心公众号。 本文首发于公众号"公募排排网"。 （点击↑↑ 上图查看详情 ） "双十基金经理"仅剩42位！ 在基金投资领域，"短期业绩靠运气，长期业绩靠实力"已是基本共识。长期业绩出众的基金经理，往往也更受投资者的关注。为了给读者提 供一些参考，笔者特梳理了"有10年以上业绩显示且长期业绩较优"的基金经理。（ 点此看绩优基金经理全名单 ） 根据 公募排排网 数据，截至2025年5月23日， 有10年以上业绩显示的公募基金经理共有516位，其中，任职基金经理以来年化收益超10%的 基金经理（简称"双十基金经理"）共有42位，占比仅约8%。 其中，偏股型、股票型基金经理占37位，灵活配置型基金经理占5位。 42位"双十基金经理"中，景顺长城基金占5位，易方达基金占4位，兴证全球基金、工银瑞信基金、汇添富基金、万家基金各占2位。从业年限 在20年以上的有16位，睿远基金的傅鹏博、长安基金的徐小勇是唯二的从业30年以上的基金行业"老将"。 最新（2025年一季度末）管理规模超100亿元的基金经理有15位，超200亿元的则有7 ...