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行情又遇“颠簸”,倒车接人模式或开启
Sou Hu Wang· 2025-10-17 11:28
Core Viewpoint - The A-share market is experiencing fluctuations due to external disturbances, but the long-term positive trend of the Chinese economy and capital market remains unchanged. The current asset declines present a buying opportunity, and the market is expected to stabilize soon [1]. Group 1: Market Trends - The technology sector, which previously led the market, is facing correction pressure, but short-term stability and policy-driven sectors are currently favored [1]. - The current market pullback is seen as a potential window for investors to prepare for the upcoming year, suggesting a strategic approach to investment during this period [1]. Group 2: Fund Performance - The Hui'an Industry Leader Mixed Fund, managed by Zou Wei, focuses on the marginal changes in industry prosperity and targets sectors with accelerating penetration rates, primarily in technology and machinery [2]. - As of October 16, 2025, the Hui'an Industry Leader Mixed A fund has achieved a one-year return of 72.73%, ranking in the top 10% of its category [2]. Group 3: Investment Strategies - Fund manager Dan Bailin emphasizes a unique approach to technology investment, focusing on overlooked opportunities and maintaining sensitivity to industry dynamics [3]. - The Hui'an Growth Preferred Mixed Fund, under Dan Bailin's management, has seen a one-year return of 108.54%, placing it in the top ten of its category as of October 16, 2025 [3]. - Despite short-term adjustments due to overseas disturbances, the long-term upward trend remains intact, and investors are encouraged to adopt a long-term perspective and consider systematic investment plans or gradual accumulation of quality equity funds during market dips [3].