此外，泰信基金旗下产品中，泰信汇鑫三个月定开债券、泰信智选量化选股混合发起式、泰信鑫瑞债券 发起式、泰信优势领航混合、泰信优势增长混合、泰信发展主题混合、泰信智选成长灵活配置混合、泰 信均衡价值混合与泰信互联网+主题混合规模均不足5000万元。 公司权益产品业绩则出现明显分化。同花顺数据显示，泰信医疗服务混合发起式A、泰信中小盘精选混 合、泰信鑫选混合A等近一年以及最近数年业绩较好且大幅超越同期基准收益率。而泰信发展主题混 合、泰信现代服务业混合、泰信均衡价值混合A、泰信景气驱动12个月持有期混合A等产品近年业绩不 佳：泰信现代服务业混合、泰信发展主题混合、泰信互联网+主题混合、泰信智选成长灵活配置混合A 等6只产品近两年收益率至少跑输同期基准20个百分点；黄潜轶管理的泰信现代服务业混合、泰信发展 主题混合近三年净值跌幅在50%左右，王博强旗下的泰信均衡价值混合A、泰信景气驱动12个月持有期 混合A、泰信先行策略混合等近3年净值跌幅超过20%。 【深圳商报讯】（记者 詹钰叶）泰信基金旗下产品业绩分化：泰信中小盘精选混合等基金长期收益向 好，也有部分权益产品近年业绩不佳并大幅跑输同期基准收益。公司旗下2只产品被 ...

据了解，作为一家拥有20余年深厚底蕴的公募机构，泰信基金这些年在投研建设方面颇有成效。公司选 择以差异化突围破局，一方面坚持深耕硬科技，打造"产业级投研"能力，不断巩固增强在AI、半导体、 新能源车、生物医药、消费升级等新质生产力领域具备鲜明特色的投研优势。另一方面，构建绝对收益 产品矩阵，权益投资上加速布局量化策略，固收领域按收益率曲线及负债端稳定性梯度完善产品线，从 短债到"固收+"全覆盖。 近年来，随着公募行业头部效应日趋加剧，中小公司在发展中面临的挑战也愈发严峻。然而，总有一些 中轻量级的资管机构凭借自身特色，能够在同质化竞争如此激烈的环境下，开辟出一条公募"红海"的新 路径，泰信基金就是其中之一。也正是因为它们的存在，为市场注入了更鲜活的发展动力，也为广大投 资者提供了更多更优质的投资选项。 国泰海通证券的最新评价数据显示，截至2025.6.30，泰信基金近一年的权益类资产业绩在166家公募中 排名行业第4，而权益类超额收益（基金净值增长率减去业绩比较标准后的收益）更是高居行业第2。其 中，由其麾下基金经理董季周管理的泰信鑫选混合A及泰信中小盘精选混合两只产品，近一年同类排名 分列第1和第17，亮眼 ...

Core Viewpoint - The article highlights the challenges faced by small and medium-sized asset management companies in the increasingly competitive public fund industry, while showcasing how companies like Taixin Fund are carving out unique paths and providing quality investment options for investors [1][2]. Group 1: Performance and Rankings - As of June 30, 2025, Taixin Fund ranked 4th among 166 public funds in terms of equity asset performance over the past year, with its excess returns ranking 2nd in the industry [1]. - The Taixin Xin Xuan Mixed A and Taixin Small Cap Selected Mixed funds, managed by Dong Jizhou, ranked 1st and 17th respectively in their categories over the past year [1]. Group 2: Investment Strategy and Research Development - Taixin Fund has focused on differentiated strategies, emphasizing hard technology sectors such as AI, semiconductors, new energy vehicles, biomedicine, and consumption upgrades to enhance its investment research capabilities [2]. - The company is constructing a product matrix for absolute returns and accelerating the deployment of quantitative strategies in equity investments, while also enhancing its fixed income product line [2]. - A quantitative research team has been established, integrating talents from mathematics, AI, and financial engineering to develop models based on big data and machine learning [2]. Group 3: Focus on Technology and Market Trends - Dong Jizhou has been focusing on the semiconductor sector since 2020, capitalizing on domestic substitution opportunities, with core investment directions including semiconductors, electronics, and defense industries [3]. - The investment strategy has evolved to include digital SoC chips, analog chips, and AIGC software, with a current emphasis on office software and multimodal processing in AI applications [3]. Group 4: Emerging Investment Opportunities - The article identifies the AI era as the latest investment opportunity, with significant advancements in AI models like DeepSeek, which challenge traditional paths and reshape industry standards [4]. - The emergence of DeepSeek is seen as a technological breakthrough that boosts confidence in the domestic technology sector and prompts investors to reassess the innovation capabilities and growth potential of Chinese tech companies [4].