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0.5个百分点。其中，新出口订单、在手订单以及库存指标显著改善，显示国内需求仍处于改善趋势之中。整体来看，工业企业仍处于被动去库的扩张早期。但海外疫情的二次爆发，英国、法国等主要经济体重启防疫限制措施，使得海外经济修复节奏或面临趋缓。但中期视角下，A股盈利修复仍处于早期，A股上行仍然是非常确定的趋势。但当前A股市场主要板块之前的估值分化已经处于历史极值区间，与经济基本面相关的周期、金融等低估值板块有望出现持续修复，本基金将继续保持合理的仓位水平，重点配置优质成长、金融、消费等核心资产标的。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-27T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:14.294Z","fund":{"_id":3000000002465,"stockCode":"002465","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-05-09T16:00:00.000Z","setUpScale":222644000,"market":"a","tickerId":2465,"name":"东兴众智优选灵活配置混合型证券投资基金","shortName":"东兴众智优选混合","fundSecondLevel":"hybrid","fundStatus":"normal","lastUpdated":"2026-07-24T21:23:38.070Z","inceptionDate":"2016-06-12T16:00:00.000Z","fundCollectionId":4000051940000,"currency":"CNY","delistedDate":"2021-05-13T16:00:00.000Z","masterFundShortName":"东兴众智优选混合"},"announcement":{"linkText":"东兴众智优选灵活配置混合型证券投资基金2020年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=489913","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec67a7fea5b3eb0459267","stockId":3000000002465,"sao":"今年上半年以来，A股市场在国内外疫情好转后，逐步反弹，随着国内逐步下调防控响应级别，国内宏观经济触底反弹。近期高频数据显示，经济回暖复苏的趋势明显，制造业投资增速，地产和基建开工率都很积极，从而带动发电耗煤数等高频数据出现同比增长的态势。同时随着海外复工复产，尤其是疫情恢复较好的欧洲经济有所修复，英国、法国6月PMI数据重回荣枯线以上，欧元区6月PMI数据同样超预期，外需大概率也已度过最低点。在需求回暖逐步确认的背景下，政策态度也出现了变化。目前十年期国债收益率已经从2.4%回升到2.8%以上，债券市场持续调整。目前国内经济数据早已确认经济进入复苏的早周期，但是国内股票市场的机构投资者依然不认可经济复苏逻辑，依然在高估值、弱周期的医药、食品饮料板块进行防御。其实当前制造业和基建等领域的恢复较快，反而是偏消费的终端需求恢复较慢。我们认为当前的投资时钟已经进入经济回升、通胀低迷的早周期阶段，大类资产配置角度股票优于债券，另外与经济基本面相关的周期板块有望在经济恢复、估值处于历史底部的双重推动下出现大幅反弹，因此基金重点配置了非银金融、大消费及部分估值合理的优质成长股等标的。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:14.287Z","mo":"展望未来，全球最大的变量仍然是新冠肺炎疫情，从目前来看，国内疫情控制住之后，经济已经恢复到正常水平。国内也正加大改革力度，针对出现的新情况做一些改革安排，我国目前处于经济转型期，各种改革正持续不断的推进，我们认为无论是国企改革和政治经济改革方面都将逐步迎来收获期，也为投资者创造更好的投资机遇。未来看改革会持续推进，目前股市估值仍然相对较低，经济企稳、企业利润增速触底提升的预期较高，长期来看，我们对后市保持乐观。未来一段时间本基金仍将以价值投资为导向，精选一些低估值、良好盈利能力和充分受益于改革推进的优质企业进行投资。科创板成功推出，支持新经济的情况下，未来新经济也具有较好的战略配置价值。","fund":{"_id":3000000002465,"stockCode":"002465","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-05-09T16:00:00.000Z","setUpScale":222644000,"market":"a","tickerId":2465,"name":"东兴众智优选灵活配置混合型证券投资基金","shortName":"东兴众智优选混合","fundSecondLevel":"hybrid","fundStatus":"normal","lastUpdated":"2026-07-24T21:23:38.070Z","inceptionDate":"2016-06-12T16:00:00.000Z","fundCollectionId":4000051940000,"currency":"CNY","delistedDate":"2021-05-13T16:00:00.000Z","masterFundShortName":"东兴众智优选混合"},"announcement":{"linkText":"东兴众智优选灵活配置混合型证券投资基金2020年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=461813","linkType":"PDF","source":"csrc_pdf"}}]}