{"code":20000,"message":"OK","data":{"asset_tags":null,"audio":{"title":""},"audio_info":{"uri":"https://wpimg-wscn.awtmt.com/14ffddb1-2489-4dc3-9505-bcae6b1bd9f6.mp3","start_time":"0.000000","duration":"560.340000","size":"1681065"},"audio_uri":"https://wpimg-wscn.awtmt.com/14ffddb1-2489-4dc3-9505-bcae6b1bd9f6.mp3","author":{"article_count":230,"author_kind":"default","avatar":"https://wpimg-wscn.awtmt.com/ivanka_avatar_11.png","bio":"","display_name":"李志伟","editor_choice_articles":[],"followers_count":18,"id":120000004512,"is_followed":false,"uri":"https://wallstreetcn.com/authors/120000004512"},"categories":[{"key":"global","name":"见闻首页"},{"key":"internal","name":"屏蔽外部"},{"key":"wscn-platform","name":"见闻"}],"columns":[],"comment_count":0,"comment_disabled":false,"content":"\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e上半年就这么结束了，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e期待中的大涨并没有出现。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e沪深300，跌了0.75%；\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e创业板指，跌了5.61%；\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e代表主动基金平均水平的“偏股混合型基金指数”，也跌了2.17%。\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e反倒是外围市场涨声一片，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e全球重要市场指数中，纳斯达克领涨，涨了29.86%，英国富时100虽然垫底，但也涨了0.27%。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUwArKl3J3UskTEgshrxUeYxwdpxIzFzqibKCVUX0oW4zXncwymrqbDnw/640?wx_fmt=png\" width=\"361px\" height=\"470px\" data-ratio=\"1.302325581395349\" data-type=\"png\" data-w=\"430\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e行业方面，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e31个申万一级行业指数中，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003eTMT表现最好\u003c/strong\u003e，通信涨了50.66%、传媒涨了42.75%、计算机涨了27.57%，位列前三；电子也涨了11%，排名第6。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e在“中字头”带动下，建筑装饰涨了9.62%，石油石化涨了7.26%，分别排名第7、第8。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e赛道方面，食品饮料跌了9.07%、医药跌了5.56%、新能源跌了3.5%。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e虽然基民怨声载道，但实际跌幅并不大，心理上的失落要远大于账户的实际损失，\u003cstrong\u003e今天就对上半年的基金市场做个总结~\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUKq4jxicwjiaIZup0qj8oQS4RcmA4sZPZicSdiaj2gtemY4SNX29IIqwAYw/640?wx_fmt=png\" width=\"572px\" height=\"339px\" data-ratio=\"0.5937794533459001\" data-type=\"png\" data-w=\"1061\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003ch2 style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 20px; color: #0052ff;\"\u003e\u003cstrong\u003e01\u003c/strong\u003e\u003c/span\u003e\u003c/h2\u003e\n\u003ch2 style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 20px; color: #0052ff;\"\u003e\u003cstrong\u003e全市场收益TOP10\u003c/strong\u003e\u003c/span\u003e\u003c/h2\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e今年上半年收益最高的3只基金都是\u003cstrong\u003e动漫游戏ETF，\u003c/strong\u003e都涨了90%多，涨幅比较接近，跟踪的指数“中证动漫游戏指数”则涨了92.74%。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUugWMHaHu2Zibu5gUznZq1hwYDDXG4ibN09E3VotxctLJD3W1uD6Ks8xw/640?wx_fmt=png\" width=\"1012\" height=\"auto\" data-ratio=\"0.37648221343873517\" data-type=\"png\" data-w=\"1012\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e比较遗憾的是“国泰中证沪港深动漫游戏ETF”，这只ETF可以投港股，重仓了金山软件、腾讯、美团，拖累了收益，只涨了70.79%。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUbLTdbff5M9xvtB1OuuYOLS5SovmpiaKmckS9yKFtfcw3dP5WHWztHqA/640?wx_fmt=png\" width=\"513px\" height=\"332px\" data-ratio=\"0.64937106918239\" data-type=\"png\" data-w=\"636\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e规模变化上，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e华夏中证动漫游戏ETF是最大的赢家，\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e沉寂多年后，终于借助这一波实现了规模暴增，份额从年初的9亿份增加到了52.8亿份，按最新净值计算的话，规模有78亿。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUTw41rEYLo1UYs9nY3Lm3WicicMyMuuvlHC5TUuxFheud7uEZ1dPgSxRg/640?wx_fmt=png\" width=\"587px\" height=\"299px\" data-ratio=\"0.5101851851851852\" data-type=\"png\" data-w=\"1080\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e国泰中证动漫游戏ETF，份额也从5.7亿份增加到了16.5亿份。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e不过，\u003cstrong\u003e华泰柏瑞中证动漫游戏ETF、国泰中证沪港深动漫游戏ETF，份额却不增反降。\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUqgv1vrQmbuxIwpCXhmHBJznmxLrc7vWRKl7GTBUnDBsPorVrJLt1NA/640?wx_fmt=png\" width=\"584px\" height=\"391px\" data-ratio=\"0.6703703703703704\" data-type=\"png\" data-w=\"1080\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003ch2 style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 20px; color: #0052ff;\"\u003e\u003cstrong\u003e02\u003c/strong\u003e\u003c/span\u003e\u003c/h2\u003e\n\u003ch2 style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 20px; color: #0052ff;\"\u003e\u003cstrong\u003e主动基金收益TOP20\u003c/strong\u003e\u003c/span\u003e\u003c/h2\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUo1EG1wTuZ38NZvXVueHF2ic0V9YajyVkdC7nC8lzOFGfOnVUWOx3ZVQ/640?wx_fmt=png\" width=\"694\" height=\"auto\" data-ratio=\"1.057636887608069\" data-type=\"png\" data-w=\"694\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e这些人收益高都有一个共同原因：\u003cstrong\u003e重仓TMT\u003c/strong\u003e。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e至于重仓的原因：\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e有些是一直重仓TMT，终于等来了风口。\u003c/strong\u003e比如几只文体娱乐、电子信息主题基金。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e有些是突然切到TMT上的。\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e比如东方区域发展，去年上半年接近满仓地产，下半年却横跳到了计算机的车上。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJU1ibIQwElSWd7tg1viaaicAn7TB28sHvozAmVMw7wG75DETAdZLxKaQ0Jg/640?wx_fmt=png\" width=\"565px\" height=\"295px\" data-ratio=\"0.5230296827021494\" data-type=\"png\" data-w=\"977\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e看收益TOP10基金的话，有2个人值得关注下：周建胜、翟相栋。\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e看规模的话，今年上半年最大的赢家是这3位：翟相栋、雷涛、蔡嵩松，\u003c/strong\u003e都实现了爆发式增长，特别是翟相栋，一季度就把规模从3亿干到了31亿。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJU67opBG2t5nWGHmQ9xT3JTbOj6hd2mTibEElvicDWDv7LUepOibEwbVuqA/640?wx_fmt=png\" width=\"972\" height=\"auto\" data-ratio=\"0.6872427983539094\" data-type=\"png\" data-w=\"972\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e（1）周建胜\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e周建胜是上半年的冠军基金经理，关注他主要有3个原因：\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e1）背景好\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e上海交大微电子硕士，2010年6月-2014年12月，在华为任软件工程师\u003c/strong\u003e。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e之后，他在两家私募任研究员，2019年7月加入诺德基金，任TMT研究员，2022年7月开始管基金。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUfBn69uaNfssL9IJIv1YTcgRFA9BRsibkD5QMWQNYk7bMUQ7wheVJ6cg/640?wx_fmt=png\" width=\"796\" height=\"auto\" data-ratio=\"0.3542713567839196\" data-type=\"png\" data-w=\"796\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e2）愿意与基民沟通，投资逻辑也没啥大毛病\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e去年7月上任后，周建胜就开始调仓了，从新能源调到计算机上。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e不过调的有点猛，去年年底算总仓位时，股票仓位是85.87%，其中计算机的仓位是82.19%、军工的仓位是3.67%。也就是说，\u003cstrong\u003e周建胜有“押注”的倾向。\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUbG7zMUCY1mNAmqb629v75nqn2BjGMKZaNkUfEMe8ysE5bGkOib1287Q/640?wx_fmt=png\" width=\"303\" height=\"auto\" data-ratio=\"1.7326732673267327\" data-type=\"png\" data-w=\"303\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e调仓的原因，\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e周建胜在2022年三季报这么解释：\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e主要基于对风险收益比的测算和对相关产业基本面的预判，降低了新能源仓位，增加了半导体、数字经济仓位。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e展望四季度，要等行业出清后半导体周期才有望结束下行，数字经济则有望迎来更多政策方面的暖风，不知道是不是这个原因，他在4季度清了半导体仓位，改为全面拥抱计算机。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUgIvSzZ8IrsiboDlqU3n7EQylZkfuTDIvBv86bic2wtyYzibTXY7vxwC1w/640?wx_fmt=png\" width=\"565px\" height=\"293px\" data-ratio=\"0.5189048239895697\" data-type=\"png\" data-w=\"767\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e今年一季报中，周建胜也花了不少篇幅来写自己对未来机会的判断，这种行为挺拉好感的~\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJU9v5bzvxH61Ks3MbnIsYMWnh2Tr61rMrcCkN1cfPDGuyHIG77tGpFpg/640?wx_fmt=png\" width=\"579px\" height=\"391px\" data-ratio=\"0.6767810026385225\" data-type=\"png\" data-w=\"758\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e3）二季度再次精准调仓\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e这是最重要的一点，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e看一季度十大重仓股近3个月的涨跌幅，6跌4涨，而且没大涨的股票。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e但看业绩的话，二季度诺德新生活却涨了31.44%。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e所以，毫无疑问，二季度周建胜有精彩操作，至于是什么，等二季报吧。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUkIm07xAKbDbKbdv3J3ibbRW8iaPiaY8hY3MpiagSkkjLCh6iazXqyvVTSCQ/640?wx_fmt=png\" width=\"462\" height=\"auto\" data-ratio=\"0.6666666666666666\" data-type=\"png\" data-w=\"462\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e总的来说，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e除了“押注”让人担心，周建胜其他方面都挺好的，在基金经理生涯初期开了个好头，所以忍不住多写了一些。\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e当然，也只是好的开头而已，后续如何，不好说。\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e从基金规模变动来看，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e一季度，诺德新生活涨了33.19%，同类第6，但基金规模也只是从0.24亿增长到了0.53亿，增长并不明显。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e二季度，周建胜有出色表现，不知道基金规模能增长多少。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJU6WZK0ealsWJbFqjC7GNjEvwwAkGgQUkhojGsXLeibBY6KWDf1IicJ8pw/640?wx_fmt=png\" width=\"518\" height=\"auto\" data-ratio=\"0.7084942084942085\" data-type=\"png\" data-w=\"518\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e（2）翟相栋\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e翟相栋，\u003ca href=\"https://mp.weixin.qq.com/s?__biz=MzkzODQ1Mzc1Mw==\u0026amp;mid=2247507537\u0026amp;idx=1\u0026amp;sn=18c05c96dd2851e68617231f2eedf31f\u0026amp;scene=21#wechat_redirect\" target=\"_blank\" rel=\"noopener\" data-linktype=\"2\"\u003e前几天介绍过，\u003c/a\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e应该是上半年的“最佳新人”了，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e今年一季度就把招商优势企业的规模从3亿干到了31亿，而在他2022年4月接手前，这只基金的规模还不到4000万。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUqGiaMyrV7qteddyb1G9UPM849d0u9XWTsALvIanv3cVayghr76xW2MQ/640?wx_fmt=png\" width=\"482\" height=\"auto\" data-ratio=\"0.7634854771784232\" data-type=\"png\" data-w=\"482\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e操作上，他也是上任后就开始重仓TMT，电子一度占到基金股票仓位的84%，从这个角度来说，翟相栋“押注”的倾向也挺浓的。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUzzKLgf7OC97fL3rMPE3RtGgmriaXxPtS5T8b83jOrv6Tic5NBC9flZnQ/640?wx_fmt=png\" width=\"210px\" height=\"368px\" data-ratio=\"1.7569832402234637\" data-type=\"png\" data-w=\"358\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e把他和周建胜作对比，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e最开始是翟相栋领先一些，但6月份，周建胜突然发力，实现了反超，拿下了上半年的冠军基金经理宝座。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUNgJJ9WiaqYAWlAvqGLNh2xVMuXGT04xfns8zjJSibEVy6MI7OicfTSBzw/640?wx_fmt=png\" width=\"737\" height=\"auto\" data-ratio=\"0.49525101763907736\" data-type=\"png\" data-w=\"737\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e（3）雷涛\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e前段时间，雷涛也火了一把。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e当问到：\u003cstrong\u003e“作为基金经理，当基金不停下跌的时候，你都在做些什么????”\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e他的回答是：\u003cstrong\u003e“当我的产品持续下跌的时候，我都在努力的做点家务，这样我老婆可能就能骂我少一点，毕竟她买了不少我的产品。”\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUAEYjzS2QYE0M72KicWbzveGibXEiaoKtXjmjIeTYdxhb5ibOfz4hoyic42A/640?wx_fmt=png\" width=\"288px\" height=\"294px\" data-ratio=\"1.021798365122616\" data-type=\"png\" data-w=\"367\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e基金经理自持上，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e雷涛管了2只基金，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e德邦半导体产业，2021年12月开始管，可以查到自持信息，2022年底，基金经理持有10-50万份。\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e德邦稳盈增长，今年3月29日才开始管理，还看不到自持信息。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUYgaxYWJHGibLBIZvc4BAupYUNq7XEheHsXP2rXDj1yILnzUNmxiaSNibg/640?wx_fmt=png\" width=\"610\" height=\"auto\" data-ratio=\"0.46557377049180326\" data-type=\"png\" data-w=\"610\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e背景上，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e雷涛是上海交大控制理论与控制工程硕士，也曾在华为工作过\u003c/strong\u003e，之后进入金融行业，在华安证券、德邦证券任研究员，2021年6月调入德邦基金，2021年12月开始管德邦半导体产业。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e在雷涛任内，德邦半导体产业涨了7.3%，同类前3%。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUheqd2MmwImZaaiajt33Hee5jUZlVicNVicYV7ibABotiaBcxcnKyu9L0omA/640?wx_fmt=png\" width=\"795\" height=\"auto\" data-ratio=\"0.5610062893081761\" data-type=\"png\" data-w=\"795\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e持仓上，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e雷涛没有任何风格漂移，德邦半导体产业始终重仓半导体。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUp89MG0UmI0b72VoEcD3fEkxGibebWia64sDUGe9icjQQiaVKW86m3Vksicw/640?wx_fmt=png\" width=\"983\" height=\"auto\" data-ratio=\"0.5239064089521872\" data-type=\"png\" data-w=\"983\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e业绩上，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e但和半导体指数比的话，雷涛的超额收益其实蛮高的。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e雷涛任内，德邦半导体产业涨了7.3%，但中证全指半导体指数同期却跌了31.31%，超额收益接近40个点。\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e这可能和雷涛重仓科创板的半导体股票有关，去年10月份后，科创芯片就持续跑赢中证全指半导体指数。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e但和科创芯片指数比的话，雷涛也有较大超额收益。这可能和雷涛选股能力强，以及善做交易有关，德邦半导体产业2022年的换手率是1216%，平均持股周期只有1个月。\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUceZuviciaqo9FicM2XeGibEXZdkbRe5WyibvKJ6iah46IwfDuTkjNtdGvrXA/640?wx_fmt=png\" width=\"1552\" height=\"auto\" data-ratio=\"0.5175925925925926\" data-type=\"png\" data-w=\"1080\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e（4）蔡嵩松\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e蔡团长也是今年上半年的大赢家，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e诺安积极回报重仓科创板半导体股票，一季度涨了49.9%，是主动基金中的第一名。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e但不巧的是，二季度跌了5.01%，算上半年总收益的话，只有42.39%，排名也掉到了第19名。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUAibkZF3eVa6GSaD8DH1S7cyYJ9Ajh8pA74BqRic6MOshzYIJ4PV4UicwQ/640?wx_fmt=png\" width=\"796\" height=\"auto\" data-ratio=\"0.4861809045226131\" data-type=\"png\" data-w=\"796\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003ch2 style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 20px; color: #0052ff;\"\u003e\u003cstrong\u003e03\u003c/strong\u003e\u003c/span\u003e\u003c/h2\u003e\n\u003ch2 style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 20px; color: #0052ff;\"\u003e\u003cstrong\u003e指数增强基金\u003c/strong\u003e\u003c/span\u003e\u003c/h2\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e（1）沪深300指数增强基金\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e申庆\u003c/strong\u003e再次崛起，他管的兴全沪深300指数增强，曾连续10年每年都跑赢沪深300，但2021年跑输了。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e今年上半年，兴全沪深300指数增强涨了2.9%，所有沪深300指数增强基金中排名第4。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e马芳\u003c/strong\u003e管的国金沪深300指数增强涨了2.65%，排名第5。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e还有\u003cstrong\u003e李笑薇\u003c/strong\u003e，量化老人了，她管的富国沪深300指数增强上半年涨了2.18%，排名第6。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e杨梦\u003c/strong\u003e也王者归来，博道沪深300指数增强涨了1.6%，排名第7。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUwPIa8M5PpUjRU6VJicc5nprXdw9eWiaZp39qfrSMCicxAtZFsbf9oP3dA/640?wx_fmt=png\" width=\"633\" height=\"auto\" data-ratio=\"0.7282780410742496\" data-type=\"png\" data-w=\"633\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e（2）中证500指数增强基金\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e孙蒙\u003c/strong\u003e是大赢家，\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e他和\u003cstrong\u003e张弘弢\u003c/strong\u003e共管的“华夏中证500指数增强A”，上半年涨了8.08%。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e独立管的“华夏中证500指数智选A”，上半年涨了7.95%。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e田汉卿\u003c/strong\u003e也老将归来，华泰柏瑞中证500增强策略ETF上半年涨了5.07%，排第12名。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e盛丰衍\u003c/strong\u003e管的“西部利得中证500指数增强A”，上半年涨了4.96%，排第13名。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"text-align: center; margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJUQRaSCeEiacQibkAQRktpjfeN5ZQqmoUTYSuAvWlBNnXNdHW3DE44epNg/640?wx_fmt=png\" width=\"653\" height=\"auto\" data-ratio=\"0.8637059724349158\" data-type=\"png\" data-w=\"653\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e（3）中证1000指数增强基金\u003c/strong\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cstrong\u003e叶乐天\u003c/strong\u003e持续优秀，他管的“建信中证1000指数增强A”2018年11月成立，2019-2022年，连续4年每年都跑赢中证1000指数7个点以上，今年上半年涨了9.72%，跑赢中证1000指数4个多点，在所有中证1000指数增强基金中排名第5。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e量化老将\u003cstrong\u003e黎海威\u003c/strong\u003e表现也不错，景顺长城中证1000指数增强A，今年上半年涨了7.77%。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e去年做的最好的\u003cstrong\u003e乔亮\u003c/strong\u003e，今年排名第15，万家中证1000指数增强A上半年涨了6.73%。\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"rich_pages wxw-img\" src=\"https://mmbiz-qpic.wscn.net/sz_mmbiz_png/wH9mY25zmsI5QgUxE9ZKFCWLsnenDKJU5LZh8Egwzu2SjDBCRv6nic0u9uuUEcmPicELCTMn13fWrYXwVKk7Muicw/640?wx_fmt=png\" width=\"688\" height=\"auto\" data-ratio=\"0.9127906976744186\" data-type=\"png\" data-w=\"688\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e \u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px; color: #808080;\"\u003e本文作者：懒猫，来源：\u003ca href=\"https://mp.weixin.qq.com/s/E7sgv0qQxcZ70v14FXqKmg\" target=\"_blank\" rel=\"noopener\"\u003e懒猫的丰收日\u003c/a\u003e，原文标题：《新人杀疯了~》\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003cspan style=\"font-size: 16px;\"\u003e\u003cimg class=\"wscnph\" src=\"https://wpimg-wscn.awtmt.com/5f9a2d39-2032-45f3-9d32-5f95ea4a9477.jpeg\" data-wscntype=\"image\" data-wscnh=\"390\" data-wscnw=\"900\" data-wscnsize=\"50349\" /\u003e\u003c/span\u003e\u003c/section\u003e\n\u003csection style=\"margin: 0pt 8px; font-size: 11pt; color: #494949; line-height: 2em;\"\u003e\u003c/section\u003e\u003cdiv style=\"color: #666; margin-bottom: 15px;\"\u003e风险提示及免责条款\u003c/div\u003e\n          \u003cdiv style=\"font-size: 12px;font-family: 黑体;color: #666;line-height: 20px;\"\u003e\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          \u003c/div\u003e\n","content_short":"公募基金上半年盘点","custom_tag":"","display_time":1688175859,"funds":null,"has_transfer_audio":true,"id":3692231,"image":{"uri":"https://wpimg-wscn.awtmt.com/a5434a6a-0add-4c74-af8e-05a85b6f58cc.jpeg","height":471,"width":467,"size":27901},"images":[{"uri":"https://wpimg-wscn.awtmt.com/a5434a6a-0add-4c74-af8e-05a85b6f58cc.jpeg","height":471,"width":467,"size":27901}],"influence_score":0,"is_need_pay":false,"is_priced":false,"is_trial":false,"is_video":false,"layout":"wscn-layout","limited_time":0,"membership_uri":"","next":{"id":3692230,"image":{"uri":"https://wpimg-wscn.awtmt.com/cbf0548d-db44-4364-bf4b-237b7813df16.jpeg","height":528,"width":792,"size":202609},"title":"广发郭磊：下半年金融市场或重拾“定价锚” 盈利底和短期政策底将再度清晰","url":"https://wallstreetcn.com/articles/3692230"},"pageviews":4143,"plates":[],"previous":{"id":3692229,"image":{"uri":"https://wpimg-wscn.awtmt.com/c246d16a-477a-4ad3-b7b6-fda355487ef4.png","height":644,"width":1024,"size":1164652},"title":"收购光年之外，美团图什么？","url":"https://wallstreetcn.com/articles/3692229"},"related_topics":[],"show_like":true,"source_name":"懒猫的丰收日","source_uri":"","subtitle":"","tags":[],"theme_group_map":null,"themes":[],"title":"新人杀疯了~","unshow_content_short":false,"words_count":2424}}