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减少了中国相关压力，我们认为，不确定性最差的阶段或已过去。随着deepseek的横空出世，中国在AI领域的劣势被大幅度收缩，而主导新科技的竞争也让投资者看到更多希望，目前相关产业的悲观情绪也被大幅修正，这也是对中国科技信心的加强。","declarationDate":"2025-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T14:28:04.525Z","mo":"我们一直认为，整个A股和H股的上市公司资产，有相当大一部分都是整个社会最优质的可投资资产，但是由于其波动性带来的不确定等因素，导致全社会配置比例还处于非常低下的水平，尤其在居民端。展望未来，随着无风险收益率进一步下降，我们认为股市将会逐步走出慢牛特征，而经济周期虽然不会显著上升，但是股市结构性特征和经济韧性带来的优质上市公司反向扩张逻辑，有望进一步带来更多的投资机会。目前财务数据已经显示出龙头公司更抗周期的特征，随着结构性机会的进一步增多，未来有望出现成长和价值双升的局面。  目前，本基金整体配置相较2024年底出现一定的持仓变化，我们减持了阶段性涨幅较大的半导体和智能驾驶个股，增加了非银等领域的持仓。持仓的整体集中度变化不大。当前市场交投活跃度持续向好，二级市场股价波动显著放大。这一现象可能源于不同公司的投资节奏有差异，导致被动增加一些换手率。","fund":{"_id":3000000166006,"stockCode":"166006","stockType":"fund","areaCode":"cn","followedNum":345,"blackenedNum":1,"status":"normal","exchange":"sz","fundType":"lof_etf","ipoDate":"2009-11-30T16:00:00.000Z","setUpScale":1476940000,"market":"a","tickerId":166006,"custody":"中国邮政储蓄银行股份有限公司","name":"中欧行业成长混合型证券投资基金（LOF）","shortName":"中欧行业成长混合（LOF）(166006)","fundSecondLevel":"hybrid","__csrcFundId":2884,"fundStatus":"normal","lastUpdated":"2026-05-01T06:53:29.505Z","masterFundFlag":1,"inceptionDate":"2009-12-29T16:00:00.000Z","fundCollectionId":4000050570000,"currency":"CNY","masterFundShortName":"中欧行业成长混合（LOF）","memoNum":2,"pinyin":"zohyczhhxzqtzjj(lof)","lofFundFlag":1,"managers":[{"stockCode":"db20063166","stockType":"fund_manager","exchange":"fm","tickerId":2316116740,"name":"王培"},{"stockCode":"db20132035","stockType":"fund_manager","exchange":"fm","tickerId":252303212750,"name":"尹为醇"}]},"announcement":{"linkText":"中欧行业成长混合型证券投资基金（LOF）2025年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1350976","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed8f47fea5b3eb0599b86","date":"2025-03-30T16:00:00.000Z","stockId":3000000166006,"sao":"2025年一季度，主要指数窄幅震荡，沪深300下跌1.21%，创业板指下跌1.77%，整体来看，股市在一季度呈现了先抑后扬的走势，整体涨跌幅区间不大，处于震荡格局。一季度市场表现和2024年四季度类似，更偏主题性，其中机器人、AI等板块表现较为突出。  一季度，整体处于传统淡季，在春节前后，DeepSeek横空出世，市场对中国科技行业的信心出现较大转折，而二级市场在科技板块的主导下出现非常大的主题性行情。随着预期经济活跃度的提升，长期国债收益率也处于上升状态，市场偏好提升，主题也随之活跃，而人形机器人量产预期明朗也导致其产业链持续被推崇，呈现阶段性的泡沫行情。虽然股市较为活跃，但整体经济基本面处于温和修复，相对来说政策发力带来的效果目前仍需要观察。  展望未来，股市运行依然具有较多的不确定性，虽然能看到一些基本面的亮点，但是依然需要警惕中美关系恶化带来的风险。目前，人工智能的进展相较于过去两年明显有所放缓，随着算力前端等发展到一定的稳定期，期待未来应用端具备杀伤力的产品出现，而其不确定的进程也会导致行业充满变数。现阶段，中美之间的博弈随着特朗普的超常规操作，又变得充满变数和对抗，在这种情形下，投资底层逻辑的构建具备较大的挑战性，穿越周期所需具备的条件变得更加苛刻。","declarationDate":"2025-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:28:04.523Z","fund":{"_id":3000000166006,"stockCode":"166006","stockType":"fund","areaCode":"cn","followedNum":345,"blackenedNum":1,"status":"normal","exchange":"sz","fundType":"lof_etf","ipoDate":"2009-11-30T16:00:00.000Z","setUpScale":1476940000,"market":"a","tickerId":166006,"custody":"中国邮政储蓄银行股份有限公司","name":"中欧行业成长混合型证券投资基金（LOF）","shortName":"中欧行业成长混合（LOF）(166006)","fundSecondLevel":"hybrid","__csrcFundId":2884,"fundStatus":"normal","lastUpdated":"2026-05-01T06:53:29.505Z","masterFundFlag":1,"inceptionDate":"2009-12-29T16:00:00.000Z","fundCollectionId":4000050570000,"currency":"CNY","masterFundShortName":"中欧行业成长混合（LOF）","memoNum":2,"pinyin":"zohyczhhxzqtzjj(lof)","lofFundFlag":1,"managers":[{"stockCode":"db20063166","stockType":"fund_manager","exchange":"fm","tickerId":2316116740,"name":"王培"},{"stockCode":"db20132035","stockType":"fund_manager","exchange":"fm","tickerId":252303212750,"name":"尹为醇"}]},"announcement":{"linkText":"中欧行业成长混合型证券投资基金(LOF)2025年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1276872","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed8f47fea5b3eb0599b85","date":"2024-12-30T16:00:00.000Z","stockId":3000000166006,"sao":"2024年，A股股指经历了二次下探，分别发生在1月底2月初，以及8、9月份，两次调整后，股票市场都在政策呵护下，呈现出了阶段性的上涨行情。整体来看，全年沪深300上涨15%，创业板指上涨13%。结构上，整体市场行情围绕着高股息和新科技展开，上半年资源、银行、公用事业等低估值资产涨幅领先，下半年计算机、半导体等科技资产接力。2024年，国内经济仍在修复中，消费数据表现一般，其中，房地产价格呈现出惯性下跌的趋势。2024年9月24日，政府通过一系列财政、货币政策和行业支持措施，全面发力刺激经济，应对下行压力。这些政策涵盖了基础设施建设、减税降费、货币政策宽松、行业扶持、房地产调控、消费刺激、对外开放、就业保障、科技创新、绿色经济和区域协调发展等多个方面，从目前结果来看，政策效果正在逐步起效。2024年底，市场整体估值水平较年初有所修复，不过整体估值水平依然处于过去十年的低位。  从全社会来观察，整个A股的相关资产依然是资产类别里面的最优选择，和之前不同的是，经过2024年下半年政策导向变化，经济预期开始修复，投资者心态也有所转变，股票波动率下降，市场开始寻找一些主线机会，而非一味的防御思路。","declarationDate":"2025-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:28:04.520Z","mo":"2025年，随着经济政策转向和各种补贴政策的效果逐步显现，本基金认为国内经济会逐步呈现出抬升的趋势，而投资者信心也会逐步修复。中美之间的博弈基本定调，而随着国内AI能力的显著提升，A和H股投资者的持股信心显著增强，估值体系修复可预期。另外，经过3到4年的经济环境变化，大多数企业也都经历了一轮调整，包括业务结构、组织关系和人员安排等，这在一定程度上也为未来企业重新焕发活力、做好进一步发展提供了基础。  目前，本基金整体配置相较2024年呈现了一定的持仓变化，配置层面呈现出更多的成长特征，提高了智能驾驶、AI应用的配置比例，同时，持股集中度显著提升。从侧面也能看出，随着时间推移，本组合逐步将持仓重心转移到一些科技创新的关键领域，同时为了兼顾组合的变化，对中长期具备竞争优势的低估值公司也保持了较高的配置。","fund":{"_id":3000000166006,"stockCode":"166006","stockType":"fund","areaCode":"cn","followedNum":345,"blackenedNum":1,"status":"normal","exchange":"sz","fundType":"lof_etf","ipoDate":"2009-11-30T16:00:00.000Z","setUpScale":1476940000,"market":"a","tickerId":166006,"custody":"中国邮政储蓄银行股份有限公司","name":"中欧行业成长混合型证券投资基金（LOF）","shortName":"中欧行业成长混合（LOF）(166006)","fundSecondLevel":"hybrid","__csrcFundId":2884,"fundStatus":"normal","lastUpdated":"2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二季度末，随着防疫政策逐步进入常态化，A股也渐渐迎来了转机。整个上半年都在通胀压力和美联储加息氛围的影响下，整个海外经济较为疲软，这方面对国内市场影响来说，反而偏正面一些，对经济的担忧，也导致国内货币政策方面更加积极。上半年，组合整体维持了前期的配置思路，阶段性增配了部分稳定性行业，同时增配了部分超跌的疫情受损行业，这部分主要集中在消费领域，同时，对组合中的受疫情影响损失较大的个别制造业方向个股进行了调减，整体仓位保持在较高的水平，尤其在市场非理性下跌的阶段进行了加仓。虽然对市场的判断较为有效，但是股市后期的反弹修复节奏也超出了预期。A股的结构性行情依然非常显著，尤其是传统能源和资源品价格高企的背景下，新能源行业不管是基本面还是情绪面，都较其他行业有明显的优势，出现了较大幅度的反弹，而智能化带来的汽车行业的革新也呈现了较大的涨幅。","declarationDate":"2022-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T14:28:04.494Z","mo":"展望下半年，国内权益市场会迎来相对稳定的客观环境，在核酸常态化的背景下，社会活动也会相对受到限制，整个经济预期会相对疲软，而海外也整体进入衰退周期，大背景下，指数级别的机会难度很大。但是，由于整个资本市场还是处于相对资金面非常充裕的状态中，结构性机会涌现的非常频繁，因此本基金认为整个市场还是会以相对细分领域的机会为主。从2021年开始，A股市场逐步呈现出相对较清晰的结构性行情，除了相对比较一致的新能源引导的机会以外，包括在这个过程中新材料、新工艺以及智能化带来的结构性创新非常明显。而这背后，也是过去多年摩尔定律量变到质变的产物。机会的扩散和历史上的几个阶段比较类似，最近就是2013年到2015的互联网机会，而本轮新技术带来的产业机遇可能更符合我国的发展方向和未来的产业结构。在这个背景下，需要投资人对投资机会的把握更加深入，而演变过程速度加快，也让投资本身需要快速响应和迭代。","fund":{"_id":3000000166006,"stockCode":"166006","stockType":"fund","areaCode":"cn","followedNum":345,"blackenedNum":1,"status":"normal","exchange":"sz","fundType":"lof_etf","ipoDate":"2009-11-30T16:00:00.000Z","setUpScale":1476940000,"market":"a","tickerId":166006,"custody":"中国邮政储蓄银行股份有限公司","name":"中欧行业成长混合型证券投资基金（LOF）","shortName":"中欧行业成长混合（LOF）(166006)","fundSecondLevel":"hybrid","__csrcFundId":2884,"fundStatus":"normal","lastUpdated":"2026-05-01T06:53:29.505Z","masterFundFlag":1,"inceptionDate":"2009-12-29T16:00:00.000Z","fundCollectionId":4000050570000,"currency":"CNY","masterFundShortName":"中欧行业成长混合（LOF）","memoNum":2,"pinyin":"zohyczhhxzqtzjj(lof)","lofFundFlag":1,"managers":[{"stockCode":"db20063166","stockType":"fund_manager","exchange":"fm","tickerId":2316116740,"name":"王培"},{"stockCode":"db20132035","stockType":"fund_manager","exchange":"fm","tickerId":252303212750,"name":"尹为醇"}]},"announcement":{"linkText":"中欧行业成长混合型证券投资基金（LOF）2022年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=787519","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed8f47fea5b3eb0599b7a","date":"2022-03-30T16:00:00.000Z","stockId":3000000166006,"sao":"报告期内，沪深300指数季内下跌14.53%，创业板指季内下跌19.96%，而现金股息率较高的低估值品种在一季度表现较好，上证红利指数季内上涨幅度为7.53%。2022年1季度，在海外流动性收紧和国内经济持续疲软、以及疫情再次来袭的三重背景下，整个股票市场呈现出了单边下跌的态势，而突然出现的俄乌冲突又把通胀预期推向了更高的维度，基本面预期在不断的下修中，市场也表现出极度防御的特征。从各个维度来看，A股市场已经进入到深度价值的投资考量阶段，而过去大部分赛道型公司虽然景气度依然较好，但是也很难在当前估值体系下能够保持稳定。在以上几重负面影响下，本基金判断，整个市场会进入缓慢寻底的阶段。操作上，本基金该季度增加了低估值稳健品种的配置比例，重点放在金融、通讯等领域，另外对前期下跌的成长型个股也进行了重点筛分，不过由于前期持仓更侧重于从竞争力角度出发的优秀公司，部分公司短期较快下跌带来了净值的回撤。","declarationDate":"2022-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:28:04.491Z","fund":{"_id":3000000166006,"stockCode":"166006","stockType":"fund","areaCode":"cn","followedNum":345,"blackenedNum":1,"status":"normal","exchange":"sz","fundType":"lof_etf","ipoDate":"2009-11-30T16:00:00.000Z","setUpScale":1476940000,"market":"a","tickerId":166006,"custody":"中国邮政储蓄银行股份有限公司","name":"中欧行业成长混合型证券投资基金（LOF）","shortName":"中欧行业成长混合（LOF）(166006)","fundSecondLevel":"hybrid","__csrcFundId":2884,"fundStatus":"normal","lastUpdated":"2026-05-01T06:53:29.505Z","masterFundFlag":1,"inceptionDate":"2009-12-29T16:00:00.000Z","fundCollectionId":4000050570000,"currency":"CNY","masterFundShortName":"中欧行业成长混合（LOF）","memoNum":2,"pinyin":"zohyczhhxzqtzjj(lof)","lofFundFlag":1,"managers":[{"stockCode":"db20063166","stockType":"fund_manager","exchange":"fm","tickerId":2316116740,"name":"王培"},{"stockCode":"db20132035","stockType":"fund_manager","exchange":"fm","tickerId":252303212750,"name":"尹为醇"}]},"announcement":{"linkText":"中欧行业成长混合型证券投资基金（LOF）2022年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=728683","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed8f47fea5b3eb0599b79","date":"2021-12-30T16:00:00.000Z","stockId":3000000166006,"sao":"2021年，A股市场整体呈现震荡走势，波动幅度较前两年有所收窄，行业板块间轮动明显，创业板指继续领涨主要指数，全年上涨12.02%，沪深300指数表现不佳，全年下跌5.20%。宏观层面，整个全球经济处于疫情复苏的过程中，而中国产业链的优势依然发挥的淋漓尽致，相对来说，出口依然是拉动经济增长的重要驱动力，而消费和投资依然相对比较稳健；下半年，随着房地产调控的逐步深入，大宗商品的集体上涨，国内经济逐步进入疲软的周期。纵观2021年全年，整体A股市场呈现出和过去几年不同的运行态势，尤其是结构性行情更加显著，其中以双碳为代表的的传统周期性行业和新能源板块表现突出，而其他产业方向和投资方向乏善可陈，甚至出现了较大的负收益。本基金由于一直以来持有的公司主要基于竞争力角度，在政策预期不明朗的基础上，也出现了较大的波动。","declarationDate":"2022-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:28:04.488Z","mo":"展望2022年，最大的关注点在于国内经济的稳定性以及美国通胀预期下的加息节奏。由于新冠疫情的影响，整个经济节奏在过去两年出现了很大变动，海外疫情基本处于相对高峰回落的过程中，而国内一直以来相对严控的措施，也使得经济状况相对平稳。对2022年来说，从经济相对活跃的基础上逐步进入到稳增长的状态，也给我们投资判断带来一些新的视角。过去几年，整个A股市场处于价值发现到趋势驱动的投资方法论中，包括消费、新能源在内的各大板块都充斥着赛道论的投资方法，个股差异性明显下降，盈利模式和竞争优势相对行业选择来说也处于相对弱势。一方面，整个经济形态从全面开花逐步进入存量竞争的过程中，另一方面，整个信息化时代使得学习时间缩短，各种中短期决策也趋于一致化，再加上，经济和政策带来的不确定性，整个A股市场呈现出相对急涨急跌和大幅度波动的状态。展望未来，从投资角度，本基金需要更深入的产业思考，对公司管理层更苛刻的要求，以及对发展空间和竞争力的把握更加完善。 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0%，创业板指也下跌7%。春节之前指数涨幅较大，而春节过后出现了快速大幅下跌。从结构上看，以食品饮料和医药为主体的机构集中持有类结构性资产都出现了较大波动，而低估值高股息类资产则表现相对较好。春节期间，以铜为代表的大宗商品上涨，导致投资者对通胀预期逐步达成一致，而美债收益率快速上行，又加剧了该预期，以此作为分界线，整个A股市场也表现出较大差异。随着美国注射新冠疫苗人数的快速上升，疫情数据明显好转，而从经济指标上来看，也体现出较为强劲的状态，导致投资者对经济修复预期快速提升，进而也导致大宗商品价格的快速上升。从国内来看，国内经济稳定运行，整体情况良好，但是市场在过去两年大幅上涨后，很多核心公司的估值水平已经进入高位，在通胀预期高企的情况下，收缩流动性成为该类公司估值下调的主要原因。本组合一贯以竞争力为核心选择标的公司，市场调整导致该类资产呈现大幅震荡的局面。从稳健角度出发，在目前市场找寻确定性和估值下移的阶段，本组合会逐步进行组合调整，尽可能在市场大幅波动下保持一定稳定性。2021年的投资相对来说需要更深度的思考，进而对未来商业化变革和各个领域相互渗透需要有更清晰的理解，在此阶段需要对优秀公司的坚定持有，也需要投资本身具备更强的定力。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:28:04.480Z","fund":{"_id":3000000166006,"stockCode":"166006","stockType":"fund","areaCode":"cn","followedNum":345,"blackenedNum":1,"status":"normal","exchange":"sz","fundType":"lof_etf","ipoDate":"2009-11-30T16:00:00.000Z","setUpScale":1476940000,"market":"a","tickerId":166006,"custody":"中国邮政储蓄银行股份有限公司","name":"中欧行业成长混合型证券投资基金（LOF）","shortName":"中欧行业成长混合（LOF）(166006)","fundSecondLevel":"hybrid","__csrcFundId":2884,"fundStatus":"normal","lastUpdated":"2026-05-01T06:53:29.505Z","masterFundFlag":1,"inceptionDate":"2009-12-29T16:00:00.000Z","fundCollectionId":4000050570000,"currency":"CNY","masterFundShortName":"中欧行业成长混合（LOF）","memoNum":2,"pinyin":"zohyczhhxzqtzjj(lof)","lofFundFlag":1,"managers":[{"stockCode":"db20063166","stockType":"fund_manager","exchange":"fm","tickerId":2316116740,"name":"王培"},{"stockCode":"db20132035","stockType":"fund_manager","exchange":"fm","tickerId":252303212750,"name":"尹为醇"}]},"announcement":{"linkText":"中欧行业成长混合型证券投资基金（LOF）2021年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=575244","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed8f47fea5b3eb0599b75","stockId":3000000166006,"sao":"2020年，疫情所带来的冲击成了投资主旋律，从快速衰退到逐步修复，从国内到海外，从防御到进攻，每段时间的投资节奏都差异很大。全球股市在一季度大跌之后均陆续开启反弹行情。但由于各国防疫工作、刺激政策和经济背景各有不同，加剧了全球资本市场表现的分化，国内资本市场依靠更快的基本面复苏获得亮眼表现，创业板指全年大幅上涨64.96%，沪深300指数亦有27.21%的涨幅。在疫情贯穿全年的情境下，2020年上半年的成长股与下半年的周期股形成了鲜明的风格切换，同时盈利触底反弹和流动性增量也推高了市场整体估值。本基金重点配置竞争力优异、处于行业领先地位的公司，以期取得较高的投资收益。而后本基金在保持较高仓位运作的前提下，积极参与行业景气度向上及受益于疫情爆发的股票，并配置部分经济复苏背景下的周期品种，取得了一定收益。从投资者的微观结构上，2020年是整个机构大发展的一年，定价慢慢趋于长期，也出现了抱团上涨的局面，从行业角度出发，龙头集中是科技进步周期的产物，而国内有竞争力的公司也正同样进入了大发展时代，中期看，抱团情况会慢慢随着时间转移而出现变化，但更深层次地，优质企业的全球竞争力塑造同样正在发生。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:28:04.477Z","mo":"展望2021年，随着疫苗接种逐步展开，疫情得到有效控制，经济从复苏到繁荣是今年经济的大背景。2021年年初美国总统换届后，新一届美国政府有明确刺激稳经济倾向，在消费信心逐步修复、美国经济逐步复苏的背景下，大宗商品逐渐走高，也同时带来了通胀和流动性收缩的担忧。从国内来看，中国货币政策逐步回归常态，宽松政策逐渐退出，全球复苏背景下，中国出口韧性依然强劲，也使得国内货币政策有更大的发挥余地。在经历连续两年的大幅上涨之后，除少部分低估值价值行业外，当前各行业的估值水平均处于历史较高位置。考虑到后疫情时期今年上市公司盈利水平可能将有较大提升，预计A股的整体估值会有所下降，而流动性收紧基本上成为大多数投资者对2021年的普遍预期，在这个背景下，过去两年的核心公司只能通过更优的基本面数据来抵抗估值的下移。信息社会所导致的预期提前，也加剧了市场波动的可能，大宗商品在这个过程中也会因为其金融属性加剧波动，本基金认为未来出现大幅通胀的可能很小，随着经济恢复常态，短期脉冲性上涨的原材料价格也会慢慢趋于理性。投资者对2021年预期收益率下降成为共识后，市场心态很难平稳，估值下移成为主旋律，而优质公司需要更强劲的年报季报数据来享受其估值溢价。对于债券市场，在通胀水平可能抬升的前提下，我们认为市场利率可能会逐步推高，但名义利率上行的幅度和速度可能存在过度反映的过程，有一定结构性机会。2021年，我们将迎来建党100周年，同时，也是“十四五”规划开局之年。而在“十四五”时期，中国的结构性改革将会提速，在收入分配领域将增进低中收入群体收入，衣食住行玩长期来看依然有巨大的空间。另外，由于科技赋能进一步深化，在许多领域，A股市场始终存在着由细分行业龙头扩张带来的投资机会。同时，科技互联网红利慢慢消散，各大龙头开始互相渗透式竞争，未来的研究更需要把握时代的节奏，以及对核心竞争力的理解，对大公司战略的解读也需要更加深刻。2021年，整个市场的机会会趋于多样化和更大的波动性，过去两年的大消费和科技龙头面临估值回归，而低估值蓝筹吸引力提升，在这个背景下，股市震荡在所难免，而基本面修复抵抗估值下移的过程中，也需要投资人更加理性。","fund":{"_id":3000000166006,"stockCode":"166006","stockType":"fund","areaCode":"cn","followedNum":345,"blackenedNum":1,"status":"normal","exchange":"sz","fundType":"lof_etf","ipoDate":"2009-11-30T16:00:00.000Z","setUpScale":1476940000,"market":"a","tickerId":166006,"custody":"中国邮政储蓄银行股份有限公司","name":"中欧行业成长混合型证券投资基金（LOF）","shortName":"中欧行业成长混合（LOF）(166006)","fundSecondLevel":"hybrid","__csrcFundId":2884,"fundStatus":"normal","lastUpdated":"2026-05-01T06:53:29.505Z","masterFundFlag":1,"inceptionDate":"2009-12-29T16:00:00.000Z","fundCollectionId":4000050570000,"currency":"CNY","masterFundShortName":"中欧行业成长混合（LOF）","memoNum":2,"pinyin":"zohyczhhxzqtzjj(lof)","lofFundFlag":1,"managers":[{"stockCode":"db20063166","stockType":"fund_manager","exchange":"fm","tickerId":2316116740,"name":"王培"},{"stockCode":"db20132035","stockType":"fund_manager","exchange":"fm","tickerId":252303212750,"name":"尹为醇"}]},"announcement":{"linkText":"中欧行业成长混合型证券投资基金（LOF）2020年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=560484","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed8f47fea5b3eb0599b74","stockId":3000000166006,"sao":"2020年3季度，整个A股市场出现了较为明显的变化。各大指数在7月份出现明显上涨，中后期基本上处于震荡回落的状态。从风格上，也一改前两个季度相对单一的风格节奏，周期性行业、金融、汽车等早周期行业一改颓势，阶段性有一定的表现，而以医药和半导体为主的成长风格板块出现了一些调整。三季度，国内的各个产业陆续开始恢复，海外情况依然处于不确定状态。由于A股投资者结构出现了一定变化，个股更接近于以海外为主体的机构定价模式，因此更关注公司长期性以及竞争力基本上成为了共识。我们判断，未来中国的经济结构和美国会有很大的相似性，未来随着互联网和物联网进一步发展和推进，在整个投资结构上，科技依然是需要特别重视的领域，而消费公司也要逐步开始利用线上和更多的新科技形态来发展。本基金致力于持有更多有竞争力的公司，通过较长期的持股来获取其成长的收益，持仓个股更多地集中在能够在发展中推动社会进步的公司。疫情依然还在不断影响着我们的生活和决策，三季度整体配置有所均衡，早周期和强周期公司也做了部分配置。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-1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