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owner的视角，聚焦技术壁垒深厚、管理层战略清晰的龙头企业，通过深度产业链验证，逐步配置这些优质资产，为持有人捕捉穿越周期的投资价值。","declarationDate":"2025-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:30.949Z","fund":{"_id":3000000001978,"stockCode":"001978","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-24T16:00:00.000Z","setUpScale":367152000,"market":"a","tickerId":1978,"custody":"中国银行股份有限公司","name":"泰信互联网+主题灵活配置混合型证券投资基金","shortName":"泰信互联网+主题混合A","fundSecondLevel":"hybrid","__csrcFundId":2767,"fundStatus":"normal","lastUpdated":"2026-01-21T17:22:58.751Z","masterFundFlag":1,"inceptionDate":"2016-06-07T16:00:00.000Z","fundCollectionId":4000050270000,"currency":"CNY","masterFundShortName":"泰信互联网+主题混合","pinyin":"txhlw+ztlhpzhhxzqtzjj","managers":[{"stockCode":"db20837839","stockType":"fund_manager","exchange":"fm","tickerId":325220720,"name":"陈颖"}]},"announcement":{"linkText":"泰信互联网+主题灵活配置混合型证券投资基金2025年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1268852","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6127fea5b3eb0451b4a","date":"2024-12-30T16:00:00.000Z","stockId":3000000001978,"sao":"2024年，中国A股市场整体呈现先抑后扬态势，主要指数均录得不同程度的涨幅。沪深300指数全年上涨14.68%，表现最为突出。中证500指数上涨5.46%，中证1000指数上涨1.20%，万德全A指数上涨10.00%。 　　市场在年初经历了快速调整，但随后在政策支持和经济复苏预期的推动下逐步回暖反弹。9月后，随着国务院、央行及各部委稳增长政策的密集出台，市场情绪进一步提升，推动主要指数快速上行。进入四季度后，市场整体呈现震荡格局，风格切换频繁，大盘蓝筹股表现相对稳健，而中小盘股和主题投资标的的波动性较大。总体来看，2024年 A 股市场在政策发力和经济复苏的双重推动下，实现了较为可观的涨幅，但市场内部的分化和波动依然显著。　　报告期内，本基金在市场震荡的状态下，维持了均衡的股债仓位配置。与此同时，伴随着中国经济基本面的逐步企稳，我们自下而上，积极挖掘个股机会，增持基本面优质同时估值合理的权益类资产。","declarationDate":"2025-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:30.947Z","mo":"展望 2025 年市场，整体呈现积极态势，有望在震荡中稳步向上。政策环境持续发力，为市场提供有力支撑。经济基本面逐步改善，企业盈利预期向好，推动市场信心增强。科技领域，尤其是人工智能等新兴板块，将成为市场的重要主线，带动相关产业活跃度提升。同时，外资和产业资金加速流入，市场流动性有望进一步改善。综合来看，A股市场在多重因素推动下，有望迎来新的发展机遇。","fund":{"_id":3000000001978,"stockCode":"001978","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-24T16:00:00.000Z","setUpScale":367152000,"market":"a","tickerId":1978,"custody":"中国银行股份有限公司","name":"泰信互联网+主题灵活配置混合型证券投资基金","shortName":"泰信互联网+主题混合A","fundSecondLevel":"hybrid","__csrcFundId":2767,"fundStatus":"normal","lastUpdated":"2026-01-21T17:22:58.751Z","masterFundFlag":1,"inceptionDate":"2016-06-07T16:00:00.000Z","fundCollectionId":4000050270000,"currency":"CNY","masterFundShortName":"泰信互联网+主题混合","pinyin":"txhlw+ztlhpzhhxzqtzjj","managers":[{"stockCode":"db20837839","stockType":"fund_manager","exchange":"fm","tickerId":325220720,"name":"陈颖"}]},"announcement":{"linkText":"泰信互联网+主题灵活配置混合型证券投资基金2024年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1250211","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6127fea5b3eb0451b49","date":"2024-09-29T16:00:00.000Z","stockId":3000000001978,"sao":"回顾本报告期，三季度开局A股市场呈持续调整态势，国内外偏弱的基本面数据引发市场对经济增长放缓的担忧，投资者普遍持谨慎态度，市场整体交易活跃度不高，成交额低迷，大盘震荡下行，上证指数一度跌破2700点。后续在美联储超常规降息50 BP，以及 9-24 国新办新闻发布会上，人民银行、金融监管总局、证监会出台关于房地产与资本市场一系列利好政策的催化下，市场预期快速扭转，主要宽基指数皆大幅上扬，上证指数迅速收复 3200 点位。　　截止至 9 月 30 日收盘，沪深 300 涨幅16.07%，中证500指数上涨 16.19%，中证1000涨幅16.6%，万得全A指数上涨 17.68%。　　报告期内，本基金在市场持续调整的状态下，维持了较低的权益资产的配置。与此同时，自下而上积极挖掘个股机会，择机增持权益资产。","declarationDate":"2024-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:30.944Z","fund":{"_id":3000000001978,"stockCode":"001978","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-24T16:00:00.000Z","setUpScale":367152000,"market":"a","tickerId":1978,"custody":"中国银行股份有限公司","name":"泰信互联网+主题灵活配置混合型证券投资基金","shortName":"泰信互联网+主题混合A","fundSecondLevel":"hybrid","__csrcFundId":2767,"fundStatus":"normal","lastUpdated":"2026-01-21T17:22:58.751Z","masterFundFlag":1,"inceptionDate":"2016-06-07T16:00:00.000Z","fundCollectionId":4000050270000,"currency":"CNY","masterFundShortName":"泰信互联网+主题混合","pinyin":"txhlw+ztlhpzhhxzqtzjj","managers":[{"stockCode":"db20837839","stockType":"fund_manager","exchange":"fm","tickerId":325220720,"name":"陈颖"}]},"announcement":{"linkText":"泰信互联网+主题灵活配置混合型证券投资基金2024年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1171489","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6127fea5b3eb0451b48","date":"2024-06-29T16:00:00.000Z","stockId":3000000001978,"sao":"回顾本报告期，市场走倒V型走势。二季度市场情绪先扬后抑，经济数据也略显乏力，沪指再度跌破3000点，市场风险偏好降低。　　这样的市场结构，为价值投资者，创造了绝佳的买入机会。在当前时点，我们已经可以用“翻石头”的方法，寻找到一系列资产质量优秀、在各自细分行业拥有持久“护城河”的标的资产，在本期以及下一期的投资活动中，我们倾向于适当的主动承担一部分可能的风险暴露，加大权益资产配置仓位，从组合的角度配置更好 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本基金对股市一直长期看好，主要围绕行业景气趋势、业绩增长的确定性，参与了互联网、电子、计算机、半导体、新能源、医药、军工等板块。","declarationDate":"2022-01-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:30.913Z","mo":"随着国内新冠疫情基本结束，偶有零星案例也被迅速扑灭，国内资本市场已经摆脱疫情影响，目前生产生活基本恢复正常，绝大部分地区都已正常复工。国外疫情方面，奥密克戎变种病毒在海外快速蔓延，可能是疫苗覆盖率逐步提升，目前看似乎没有德尔塔变种造成的危害大，国外也开始逐步恢复正常的生产生活秩序,部分国家已经解封。随着新冠特效药不断发布，市场预期疫情何时结束。全球经济正在复苏中，大宗商品全面涨价，美国通胀预期上行，美国的货币政策正在转向紧缩。疫情后国内经济恢复迅速，吸引了大量国际资本进入中国，人民币币值保持强势。从中长期看中美关系已经演变为长期问题，不排除未来一年继续出现新问题的可能。全球疫苗接种范围逐步扩大，全球疫情得到控制和经济复苏成为大概率事件。互联网行业近年来受疫情和政策影响较大，随着疫情逐步消退，有望逐步走出困境。相对于当前的市场利率，沪深300估值合理，创业板估值处于泡沫化初期。市场信心高涨，我们期待在国企、土地、财税、金融、反腐等方面继续推出重大力度改革，股市走上长牛之路。","fund":{"_id":3000000001978,"stockCode":"001978","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-24T16:00:00.000Z","setUpScale":367152000,"market":"a","tickerId":1978,"custody":"中国银行股份有限公司","name":"泰信互联网+主题灵活配置混合型证券投资基金","shortName":"泰信互联网+主题混合A","fundSecondLevel":"hybrid","__csrcFundId":2767,"fundStatus":"normal","lastUpdated":"2026-01-21T17:22:58.751Z","masterFundFlag":1,"inceptionDate":"2016-06-07T16:00:00.000Z","fundCollectionId":4000050270000,"currency":"CNY","masterFundShortName":"泰信互联网+主题混合","pinyin":"txhlw+ztlhpzhhxzqtzjj","managers":[{"stockCode":"db20837839","stockType":"fund_manager","exchange":"fm","tickerId":325220720,"name":"陈颖"}]},"announcement":{"linkText":"泰信互联网+主题灵活配置混合型证券投资基金2021年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=707207","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6127fea5b3eb0451b3d","date":"2021-09-29T16:00:00.000Z","stockId":3000000001978,"sao":"国内新冠疫情基本结束，偶有零星案例也被迅速扑灭，国内资本市场已经摆脱疫情影响，目前生产生活基本恢复正常，绝大部分地区都已正常复工。随着疫苗覆盖率逐步提升，国外疫情也在逐步好转。随着默沙东新冠特效药的出现，市场开始预期疫情何时结束。报告期内债券市上涨，股票市场震荡持平，报告期内各指数涨跌幅分别为：上证综指-0.14%，中小板综指0.58%，创业板指-4.74%。疫情后国内经济恢复迅速，人民币币值保持强势，吸引了大量国际资本进入中国。A股基本已经摆脱了疫情影响，我们对股市一直长期看好，主要围绕行业景气趋势、业绩增长的确定性，重点参与了互联网、电子、半导体、新能源、医药等板块，组合相对平衡，取得了一定的投资效果。","declarationDate":"2021-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:30.910Z","fund":{"_id":3000000001978,"stockCode":"001978","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-24T16:00:00.000Z","setUpScale":367152000,"market":"a","tickerId":1978,"custody":"中国银行股份有限公司","name":"泰信互联网+主题灵活配置混合型证券投资基金","shortName":"泰信互联网+主题混合A","fundSecondLevel":"hybrid","__csrcFundId":2767,"fundStatus":"normal","lastUpdated":"2026-01-21T17:22:58.751Z","masterFundFlag":1,"inceptionDate":"2016-06-07T16:00:00.000Z","fundCollectionId":4000050270000,"currency":"CNY","masterFundShortName":"泰信互联网+主题混合","pinyin":"txhlw+ztlhpzhhxzqtzjj","managers":[{"stockCode":"db20837839","stockType":"fund_manager","exchange":"fm","tickerId":325220720,"name":"陈颖"}]},"announcement":{"linkText":"泰信互联网+主题灵活配置混合型证券投资基金2021年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=653086","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6127fea5b3eb0451b3c","date":"2021-06-29T16:00:00.000Z","stockId":3000000001978,"sao":"2021年上半年大的宏观背景是全球经济共振上行，企业盈利修复强劲。流动性方面，虽然实体流动性偏紧，但银行间流动性宽松，金融机构对资金面体感偏松。通胀预期的波动（5月底通胀预期见顶）及由此引发的十年期美债利率预期变化，影响着市场风格演绎。市场方面，上半年体现为三阶段行情特征：第一阶段，春节前延续2020年的核心资产风格，受公募爆款基金发行推动，春节前冲高见顶。十年美债持续上涨触发核心资产大跌；第二阶段，二三月份市场调整结束后，行情扩散明显，市值下沉，中证500为代表的高赔率中小票超额收益显著，而核心资产方面，仅医药、次高端白酒表现较好，沪深300整体表现低迷；第三阶段，5月底发改委调控大宗价格，海外通胀预期见顶，流动性预期好转，双创50ETF基金获批等，高景气新能源、半导体板块带动创业板50、科创50大涨。    本基金上半年主要围绕行业景气趋势、业绩增长的确定性，重点参与了新能源、半导体、医药等板块，取得了一定的投资效果。","declarationDate":"2021-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:30.908Z","mo":"预计下半年市场仍将维持全年“结构重于大势”的市场特征，市场极致分化的背后，核心作用因素仍是相对业绩的强弱，政策的变化起到了助推和加速的作用。我们认为下半年成长相对业绩趋势占优，重点看好具备长期成长性，行业高景气的新能源、半导体、医药服务等方向，通过中报业绩验证精选未来几个季度持续高增长的品种，特别关注科创板预期改善的底部品种。","fund":{"_id":3000000001978,"stockCode":"001978","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-24T16:00:00.000Z","setUpScale":367152000,"market":"a","tickerId":1978,"custody":"中国银行股份有限公司","name":"泰信互联网+主题灵活配置混合型证券投资基金","shortName":"泰信互联网+主题混合A","fundSecondLevel":"hybrid","__csrcFundId":2767,"fundStatus":"normal","lastUpdated":"2026-01-21T17:22:58.751Z","masterFundFlag":1,"inceptionDate":"2016-06-07T16:00:00.000Z","fundCollectionId":4000050270000,"currency":"CNY","masterFundShortName":"泰信互联网+主题混合","pinyin":"txhlw+ztlhpzhhxzqtzjj","managers":[{"stockCode":"db20837839","stockType":"fund_manager","exchange":"fm","tickerId":325220720,"name":"陈颖"}]},"announcement":{"linkText":"泰信互联网+主题灵活配置混合型证券投资基金2021年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=630858","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6127fea5b3eb0451b3b","stockId":3000000001978,"sao":"一季度初在公募基金火爆发行的背景下，市场延续了2020年的投资风格，微观交易结构在春节后达到历史极致水平，过去几年估值泡沫化逐步加剧的部分机构重仓品种大幅回落，随之中证500为代表的部分超跌低估值品种反弹明显，市场结构体现出均衡化特征。全球疫苗接种的持续推进加速了经济复苏共振预期，各国经济数据明显改善，顺经济周期板块阶段性表现优异，市场通胀预期逐步抬升，美国10年期国债收益率大幅上行压低了长久期资产的贴现率，享受确定性溢价的资产价格回调明显。此外，伴随国内疫情全面维持较好局面，疫情受损的线下消费（餐饮、旅游、酒店、航空等）业务快速恢复，带动相关板块形成投资机会。本基金一季度主要围绕顺经济周期的产业互联网，以及具备自身景气度支撑的医药、新能源、智能制造等方向做了重点投资布局。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:30.905Z","fund":{"_id":3000000001978,"stockCode":"001978","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-24T16:00:00.000Z","setUpScale":367152000,"market":"a","tickerId":1978,"custody":"中国银行股份有限公司","name":"泰信互联网+主题灵活配置混合型证券投资基金","shortName":"泰信互联网+主题混合A","fundSecondLevel":"hybrid","__csrcFundId":2767,"fundStatus":"normal","lastUpdated":"2026-01-21T17:22:58.751Z","masterFundFlag":1,"inceptionDate":"2016-06-07T16:00:00.000Z","fundCollectionId":4000050270000,"currency":"CNY","masterFundShortName":"泰信互联网+主题混合","pinyin":"txhlw+ztlhpzhhxzqtzjj","managers":[{"stockCode":"db20837839","stockType":"fund_manager","exchange":"fm","tickerId":325220720,"name":"陈颖"}]},"announcement":{"linkText":"泰信互联网+主题灵活配置混合型证券投资基金2021年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=567764","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6127fea5b3eb0451b3a","stockId":3000000001978,"sao":"2020年新冠疫情席卷全球，成为资本市场最大的外部因素，对全社会生产、生活方式都造成了巨大影响。线上活动逐渐丰富，生产端、需求端发生错配，各国为应对疫情释放了充足的流动性，股票市场估值驱动的特征明显。因疫情防控得力，我国经济率先恢复生产，成为全世界供给的有效来源。在消化疫情的早期冲击后，A股市场先后在内需消费、出口产业链、新能源等方向上呈现出较大投资机会。本基金围绕内需消费和外需边际改善，基于行业景气趋势重点配置了医药、消费、电子、新能源车等方向。此外，本基金还抓住疫情带动的线上办公、教育、医疗、娱乐等互联网投资机会，取得了一定投资效果。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:30.902Z","mo":"随着各国疫苗接种的持续推进，生产生活逐步恢复，全球经济复苏共振的预期逐步加强，各国PMI指数不断回升，大宗商品、石油、生产设备等需求与价格趋势向上，需求恢复与生产补库存驱动的经济增长确定性较强。国内方面，流动性将维持信用边际收紧、货币中性偏紧的局面，制造业由海外替代效应走向需求效应的拉动，经济上行与流动性边际收紧共存的情况下，寻找盈利增速超过估值下行趋势的优质公司成为投资重点。我们兼顾高景气赛道的景气度驱动与全球复苏共振的顺周期盈利驱动，看好如下几个方向：（1）具备持续高景气支撑的新能源车（光伏）、医药消费等；（2）半导体、工业互联网、5G等自主科技创新方向；（3）受益全球经济复苏共振的顺周期方向。2021年是十四五开局之年，市场仍具备一定投资机会值得把握。","fund":{"_id":3000000001978,"stockCode":"001978","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-24T16:00:00.000Z","setUpScale":367152000,"market":"a","tickerId":1978,"custody":"中国银行股份有限公司","name":"泰信互联网+主题灵活配置混合型证券投资基金","shortName":"泰信互联网+主题混合A","fundSecondLevel":"hybrid","__csrcFundId":2767,"fundStatus":"normal","lastUpdated":"2026-01-21T17:22:58.751Z","masterFundFlag":1,"inceptionDate":"2016-06-07T16:00:00.000Z","fundCollectionId":4000050270000,"currency":"CNY","masterFundShortName":"泰信互联网+主题混合","pinyin":"txhlw+ztlhpzhhxzqtzjj","managers":[{"stockCode":"db20837839","stockType":"fund_manager","exchange":"fm","tickerId":325220720,"name":"陈颖"}]},"announcement":{"linkText":"泰信互联网+主题灵活配置混合型证券投资基金2020年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=552021","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6127fea5b3eb0451b39","stockId":3000000001978,"sao":"三季度市场冲高回落，首先反映的是疫情影响逐步消除后的经济修复预期，七月份以来的各项经济数据能够得以验证。随之市场陷入流动性收紧预期与中美关系的担忧之中，海外市场连续调整，北上资金持续流出影响市场情绪，美国大选前科技、地缘政治等方面的摩擦事件影响了市场风险偏好，此外海外疫情有所反复，加大了市场对经济修复进程的担忧。从市场表现看，行业景气度持续的新能源（光伏、电动车）、内需消费等表现较好，受益经济修复的低估值顺周期板块也得到市场关注。市场风格方面，逐渐从利率下行环境下的估值驱动转向长期盈利驱动。本基金三季度围绕行业景气度持续与业绩验证，重点布局参与了云计算、新能源、消费电子、消费医药等板块，取得了一定的投资效果。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:30.899Z","fund":{"_id":3000000001978,"stockCode":"001978","stockType"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 本基金上半年根据市场环境变化，围绕内需消费和外需边际改善，基于行业景气趋势重点配置了云计算、消费电子半导体、新能源车、医药消费等方向， 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