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景顺长城基金农冰立:对2026年权益市场保持乐观
Zheng Quan Ri Bao Wang· 2026-02-10 09:01
即将发行的景顺长城信优成长,股票投资比例为基金资产的60%—95%,投资范围覆盖A股、港股等,其中可用不超过50% 的股票仓位投资港股通标的股票。产品设置上,景顺长城信优成长采用与基金业绩表现挂钩的浮动管理费机制,引导基金管理 人和基金经理提升挖掘超额收益的投资能力,并鼓励投资者长期持有。此外,该基金以中证800指数收益率×60%+中证港股通 综合指数(人民币)收益率×20%+中债综合全价(1年以下)指数收益率×20%为业绩比较基准,注重超越基准的表现。 展望2026年,农冰立对权益市场保持乐观,策略上将更注重盈利增长的确定性。他认为,第一季度可能是较好的建仓窗 口。具体关注方向包括算力、半导体、互联网、创新药及消费电子等。对于港股市场,他认为经过深度调整后,不少公司已具 备较好的投资性价比。 (编辑 郭之宸) 本报讯 (记者昌校宇)尽管近期受外部情绪传导、内部结构分化及高估值消化等因素影响,科技板块出现调整,但由AI 驱动的科技革命仍在持续深化。鉴于科技领域细分方向众多、选股难度较高,关注投资能力突出、覆盖多细分领域的"大科 技"型基金经理或是优选。据悉,景顺长城基金旗下的景顺长城信优成长即将发行,拟任基金 ...
“大科技”选手农冰立执掌 景顺长城信优成长即将发行
Xin Lang Cai Jing· 2026-02-09 10:15
Core Viewpoint - The technology sector is undergoing a correction due to external sentiment, internal structural differentiation, and high valuation digestion, but the AI-driven technological revolution continues to deepen, making the tech sector a long-term core investment theme [1][5]. Group 1: Investment Opportunities - Investors are encouraged to focus on "big tech" players with strong investment capabilities that cover multiple sub-sectors within the technology space [1][5]. - The upcoming fund, Invesco Great Wall Xin You Growth, managed by Feng Bingli, aims to leverage his expertise in the big tech sector to enhance investment stability through a combination of industry trends and individual stock research [1][5]. Group 2: Fund Performance - Feng Bingli's previous fund, Invesco Great Wall Quality Evergreen A, has shown impressive returns of 63.97%, 184.86%, and 124.9% over the past year, two years, and since his management began, respectively, outperforming benchmarks and indices [2][6]. - The fund has received a three-year five-star rating from Morningstar, Guotai Junan, and Galaxy Securities, indicating its strong performance relative to peers [2][6]. Group 3: Investment Strategy - Feng Bingli employs a mature investment system that emphasizes industry diversification and focuses on companies with core barriers, long-term operational vision, and potential for non-linear growth [2][6]. - The investment strategy includes a balanced approach across various sectors, including hard tech, soft tech, media, internet, high-end manufacturing, new energy vehicles, and military technology [2][6][7]. Group 4: Market Outlook - The outlook for the equity market in 2026 is optimistic, with a focus on companies with clear profit growth [4][9]. - The first quarter is seen as a suitable entry point for investments, as many companies will provide clearer operational guidance during this period [4][9]. - Key areas of interest include computing power, semiconductors, internet, new consumption in Hong Kong, innovative pharmaceuticals, and consumer electronics [4][9].