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 权益市场方面，前期强势的AI、中特估等主题均有所调整，市场行情主要受政策影响或事件催化。受政策利好刺激，大金融板块有阶段性表现；科技制造方面，受华为新品发布催化，产业链相关标的亦表现不俗。展望未来，能源革命、科技创新、高端制造等方向仍有较多投资机会，9月PMI已重回扩张区间，待压制需求的因素逐步释放后，经济复苏方向也有望迎来修复。  本报告期，本组合结合各板块景气度情况，采用定量方式优选投资标的。报告期内，组合收益率-7.55%，收益表现逊于沪深300指数。我们认为市场面临较大系统性风险的概率较小，因此本基金后续会保持高仓位运作，并根据策略及时动态调整投资组合。","declarationDate":"2023-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:19.827Z","fund":{"_id":3000000002495,"stockCode":"002495","stockType":"fund","areaCode":"cn","followedNum":10,"blackenedNum":1,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-05-16T16:00:00.000Z","setUpScale":210955000,"market":"a","tickerId":2495,"custody":"招商银行股份有限公司","name":"前海开源量化优选灵活配置混合型证券投资基金","shortName":"前海开源量化优选A","fundSecondLevel":"hybrid","__csrcFundId":1852,"fundStatus":"normal","lastUpdated":"2024-12-31T23:39:39.415Z","masterFundFlag":1,"inceptionDate":"2017-07-02T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源量化优选","pinyin":"qhkylhyxlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"db20701331","stockType":"fund_manager","exchange":"fm","tickerId":1217210990,"name":"陆琦"},{"stockCode":"db20880223","stockType":"fund_manager","exchange":"fm","tickerId":121712224950,"name":"林巧亮"}]},"announcement":{"linkText":"前海开源量化优选灵活配置混合型证券投资基金2023年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=990104","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec67f7fea5b3eb045992f","date":"2023-06-29T16:00:00.000Z","stockId":3000000002495,"sao":"随着疫情达峰，一季度国内经济有所修复,但二季度伴随宏观数据的回落，经济“强复苏”的预期基本证伪。  权益市场方面，一月份北向资金天量流入，是市场的增量主力，各大指数均有所反弹。二月份起，主题投资机会逐步显现，ChatGPT点燃科技板块投资浪潮，中国特色估值体系逆市上涨，央企定价重估、国企改革等主题关注度提升。伴随着经济复苏动能转弱，与总量经济相关的行业有所调整，中特估、AI、人形机器人等与总量经济相关性较弱的板块交替演绎。  本报告期，本组合结合各板块景气度情况，采用定量方式优选投资标的。报告期内，A类基金份额收益率-1.70%，收益表现略逊于沪深300指数。我们认为市场面临较大系统性风险的概率较小，因此本基金后续会保持高仓位运作，并根据策略及时动态调整投资组合。","declarationDate":"2023-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:19.824Z","mo":"展望未来，后续经济数据可能短暂延续弱势，但稳增长措施可能加码，由于经济面临下行压力，货币政策大概率维持宽松。权益市场方面，能源革命、科技创新、高端制造等方向仍有较多投资机会。待压制需求的因素逐步释放后，下半年国内经济的悲观预期有望边际好转，经济复苏方向也有望迎来预期修复。我们认为目前市场总体仍处于低位，进一步大幅调整的概率较小，且市场可能存在一些结构性投资机会。因此本基金后续会保持高仓位运作，并根据策略及时动态调整投资组合。","fund":{"_id":3000000002495,"stockCode":"002495","stockType":"fund","areaCode":"cn","followedNum":10,"blackenedNum":1,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-05-16T16:00:00.000Z","setUpScale":210955000,"market":"a","tickerId":2495,"custody":"招商银行股份有限公司","name":"前海开源量化优选灵活配置混合型证券投资基金","shortName":"前海开源量化优选A","fundSecondLevel":"hybrid","__csrcFundId":1852,"fundStatus":"normal","lastUpdated":"2024-12-31T23:39:39.415Z","masterFundFlag":1,"inceptionDate":"2017-07-02T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源量化优选","pinyin":"qhkylhyxlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"db20701331","stockType":"fund_manager","exchange":"fm","tickerId":1217210990,"name":"陆琦"},{"stockCode":"db20880223","stockType":"fund_manager","exchange":"fm","tickerId":121712224950,"name":"林巧亮"}]},"announcement":{"linkText":"前海开源量化优选灵活配置混合型证券投资基金2023年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=965491","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec67f7fea5b3eb045992e","date":"2023-03-30T16:00:00.000Z","stockId":3000000002495,"sao":"随着疫情渡峰，一季度国内经济有所修复。从经济数据上看，1-2月经济数据都高于12月：工业增加值回升1.1个百分点、社会消费品零售总额回升5.3个百分点、固定资产投资回升0.4个百分点、出口回升3.1个百分点。  回顾一季度，一月份北向资金天量流入1412.9亿，是市场的增量主力，各大指数均有所反弹。二月份起，主题投资机会逐步显现，ChatGPT点燃科技板块投资浪潮；中国特色估值体系逆市上涨，央企定价重估、国企改革等主题关注度提升。  展望二季度，经济动能可能还会持续恢复，叠加去年二季度低基数效应，预计二季度同比将回升较快。我们认为随着一季报逐步落地，市场将逐步寻找到未来相对高景气的方向，而股价与景气度偏离较高的板块也有望得到修复。后市的投资机会可能存在于经济复苏、能源革命、高端制造、中特估、科技创新等几个主线。  本报告期，本组合结合各板块景气度情况，采用定量方式优选投资标的。报告期内，组合A类份额收益率2.01%，收益表现略逊于沪深300指数。我们认为市场面临较大系统性风险的概率较小，因此本基金后续会保持高仓位运作，并根据策略及时动态调整投资组合。","declarationDate":"2023-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:19.821Z","fund":{"_id":3000000002495,"stockCode":"002495","stockType":"fund","areaCode":"cn","followedNum":10,"blackenedNum":1,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-05-16T16:00:00.000Z","setUpScale":210955000,"market":"a","tickerId":2495,"custody":"招商银行股份有限公司","name":"前海开源量化优选灵活配置混合型证券投资基金","shortName":"前海开源量化优选A","fundSecondLevel":"hybrid","__csrcFundId":1852,"fundStatus":"normal","lastUpdated":"2024-12-31T23:39:39.415Z","masterFundFlag":1,"inceptionDate":"2017-07-02T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源量化优选","pinyin":"qhkylhyxlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"db20701331","stockType":"fund_manager","exchange":"fm","tickerId":1217210990,"name":"陆琦"},{"stockCode":"db20880223","stockType":"fund_manager","exchange":"fm","tickerId":121712224950,"name":"林巧亮"}]},"announcement":{"linkText":"前海开源量化优选灵活配置混合型证券投资基金2023年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=886974","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec67f7fea5b3eb045992d","date":"2022-12-30T16:00:00.000Z","stockId":3000000002495,"sao":"2022年，市场面临较为复杂的宏观经济环境和地缘政治因素。全年大部分时候，国内疫情反复，经济基本面偏弱，但政策托底意愿较强，稳增长政策陆续出台；货币政策整体稳健偏松，流动性合理充裕。国际形势较为动荡，通胀、战争和竞争的组合下，供应链和能源安全成为各国关注焦点，欧美通胀高位运行，同时国际贸易中的不信任带来的逆全球化增加各国在应对经济困境的难度。四季度党的二十大在北京顺利召开，疫情防控措施进一步优化，政府工作重心逐步转入推动经济增长。与此同时，美国中期选举落地，中美关系有所缓和，加之美联储加息预期减弱。种种因素虽暂时未体现到经济基本面的增长确认，但市场信心得到较大提振。  香港市场方面，受海外加息和流动性收紧，国内经济增长乏力，国际关系时有紧张等多重因素影响，港股全年大部分时间均延续前一年的跌势，然而国庆之后，随着多项因素的陆续改善，港股终于迎来了较大幅度的反弹，恒生指数全年录得-15.46%的跌幅。  国内A股市场全年整体呈现一波三折的行情，在经历年初地缘政治、局部疫情爆发、海外货币政策多重影响之后，也终于在11月之后迎来反弹，上证指数全年录得-15.13%的跌幅。债市方面，整体而言债市多空因素交织，收益率宽幅震荡，受权益市场疲软、转债估值处于高位等因素影响，转债整体波动较大，本报告期中证转债指数收跌约10%。  本报告期，本组合结合各板块景气度情况，采用定量方式优选强势风格的投资标的。遗憾的是，策略阶段表现不佳，且同时受整个市场大幅调整的影响，组合2022年表现较差，收益表现逊于上证指数与创业板指数。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:19.819Z","mo":"展望新的一年，中国经济有一些正面因素值得期待，一方面，疫情防控措施优化之后，社会生产和人民生活将逐步恢复正常；另一方面，随着新一届政府施政，中央经济工作会议中提到稳经济稳增长的政策将逐步落地。然而在整体经济形势向好之下，经济也存在一些隐忧，如出口增速下滑，房地产销售不景气等。因此我们认为新一年的权益市场整体下行风险不大，与此同时稳增长以及中国经济转型的需要等因素依然有利于寻找到结构性的投资机会。我们认为后市的投资机会可能存在于稳增长、疫情后的经济和社会活动复苏、能源革命以及高端制造等几个主线。  我们认为目前市场估值虽然已修复较多，但从股债风险溢价率来看，依然处于中枢以上的较高赔率区间。随着中国经济或逐步回暖，海外不利因素也有所缓和，后续大概率不会面临较大幅度调整，此外市场可能还存在一些结构性投资机会。因此本基金后续会保持高仓位运作，并根据策略及时动态调整投资组合。","fund":{"_id":3000000002495,"stockCode":"002495","stockType":"fund","areaCode":"cn","followedNum":10,"blackenedNum":1,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-05-16T16:00:00.000Z","setUpScale":210955000,"market":"a","tickerId":2495,"custody":"招商银行股份有限公司","name":"前海开源量化优选灵活配置混合型证券投资基金","shortName":"前海开源量化优选A","fundSecondLevel":"hybrid","__csrcFundId":1852,"fundStatus":"normal","lastUpdated":"2024-12-31T23:39:39.415Z","masterFundFlag":1,"inceptionDate":"2017-07-02T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源量化优选","pinyin":"qhkylhyxlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"db20701331","stockType":"fund_manager","exchange":"fm","tickerId":1217210990,"name":"陆琦"},{"stockCode":"db20880223","stockType":"fund_manager","exchange":"fm","tickerId":121712224950,"name":"林巧亮"}]},"announcement":{"linkText":"前海开源量化优选灵活配置混合型证券投资基金2022年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=869846","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec67f7fea5b3eb045992c","date":"2022-09-29T16:00:00.000Z","stockId":3000000002495,"sao":"三季度国内经济数据同比回升，主要是由于低基数效应；经济动能依旧较弱，8月工业增加值环比为0.32%，较上月下降0.6个百分点，社会消费品零售总额和固定资产投资环比分别为-0.05%和-2.25%，都处于下降区间。三季度前半段市场分化严重，以新能源为代表的赛道行情向小盘股持续扩散，小盘股延续二季度的强势反弹并创四月底反弹以来新高，同期大盘股表现欠佳。八月下旬起受疫情局部反复、美国CPI超预期导致美联储激进加息等影响，各板块均表现不佳。整个三季度，沪深300指数下跌15.16%，按申万分类以算术平均计算，除煤炭板块勉强收涨外，各行业板块均有所回调。展望四季度，随着大会召开，稳增长以及中国经济转型的需要等因素依然有利于寻找到结构性的投资机会。我们认为后市的投资机会可能存在于稳增长、地产风险化解、能源革命以及高端制造等几个主线。本报告期，本组合结合各板块景气度情况，采用定量方式优选投资标的。报告期内，组合收益表现略好于沪深300指数。我们认为市场面临较大系统性风险的概率较小，因此本基金后续会保持高仓位运作，并根据策略及时动态调整投资组合。","declarationDate":"2022-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:19.816Z","fund":{"_id":3000000002495,"stockCode":"002495","stockType":"fund","areaCode":"cn","followedNum":10,"blackenedNum":1,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-05-16T16:00:00.000Z","setUpScale":210955000,"market":"a","tickerId":2495,"custody":"招商银行股份有限公司","name":"前海开源量化优选灵活配置混合型证券投资基金","shortName":"前海开源量化优选A","fundSecondLevel":"hybrid","__csrcFundId":1852,"fundStatus":"normal","lastUpdated":"2024-12-31T23:39:39.415Z","masterFundFlag":1,"inceptionDate":"2017-07-02T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源量化优选","pinyin":"qhkylhyxlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"db20701331","stockType":"fund_manager","exchange":"fm","tickerId":1217210990,"name":"陆琦"},{"stockCode":"db20880223","stockType":"fund_manager","exchange":"fm","tickerId":121712224950,"name":"林巧亮"}]},"announcement":{"linkText":"前海开源量化优选灵活配置混合型证券投资基金2022年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=805211","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec67f7fea5b3eb045992b","date":"2022-06-29T16:00:00.000Z","stockId":3000000002495,"sao":"今年以来，全国多地陆续有疫情爆发，防疫政策阻断了部分人员流动及供应链，消费、生产等多方面下滑，影响了经济增长；之后疫情逐步得到控制，经济生活逐步恢复，二季度大概率为近期经济增长低点，消费、房地产销售等边际企稳回升，经济基本面逐步好转。通胀方面整体除油价受海外市场影响涨幅较大外，PPI逐步走低、CPI维持相对低位，物价整体平稳。本报告期A股在经历恐慌性杀跌后，持续走出上升行情，期间上证指数下跌6.63%，创业板指数下跌较为严重，录得-15.41%的收益率。板块来看，新能源产业链前半程下跌明显，后半程已逐步收复失地，金融地产则在市场走稳反弹后持续下挫。香港市场方面，本报告期行情走势与A股类似，恒生指数小幅下跌，同时恒生科技指数等成长板块亦下跌严重。债券市场资金面宽松，债券收益整体平稳。本报告期，本组合结合各板块景气度情况，采用定量方式优选强势风格的投资标的。遗憾的是，策略阶段表现不佳，且同时受整个市场大幅调整的影响，组合今年以来表现较差，A类份额录得-17.56%的收益率，收益表现逊于上证指数与创业板指数。","declarationDate":"2022-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:19.813Z","mo":"展望下半年，随着疫情防控措施的不断升级优化，我们认为再出现关键地区或城市疫情爆发的可能性较低，大概率是在承担疫情防控日常成本的同时，地方经济维持稳态。但仍然有一些因素值得关注，譬如俄乌战争后续发展，海外经济衰退的可能性，全球和国内货币政策边际变化。总体而言，我们认为年内GDP增长目标的明确以及中国经济转型的需要等因素依然有利于寻找到结构性的投资机会，后市的投资机会可能存在于稳增长、疫情管控经济修复、能源革命以及高端制造等几个主线。我们认为目前市场估值虽然已修复较多，但从股债风险溢价率来看，依然处于中枢以上的较高赔率区间。随着中国经济二季度之后逐步回暖，后续大概率不会面临较大幅度调整，此外市场可能还存在一些结构性投资机会。因此本基金后续会保持高仓位运作，并根据策略及时动态调整投资组合。","fund":{"_id":3000000002495,"stockCode":"002495","stockType":"fund","areaCode":"cn","followedNum":10,"blackenedNum":1,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-05-16T16:00:00.000Z","setUpScale":210955000,"market":"a","tickerId":2495,"custody":"招商银行股份有限公司","name":"前海开源量化优选灵活配置混合型证券投资基金","shortName":"前海开源量化优选A","fundSecondLevel":"hybrid","__csrcFundId":1852,"fundStatus":"normal","lastUpdated":"2024-12-31T23:39:39.415Z","masterFundFlag":1,"inceptionDate":"2017-07-02T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源量化优选","pinyin":"qhkylhyxlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"db20701331","stockType":"fund_manager","exchange":"fm","tickerId":1217210990,"name":"陆琦"},{"stockCode":"db20880223","stockType":"fund_manager","exchange":"fm","tickerId":121712224950,"name":"林巧亮"}]},"announcement":{"linkText":"前海开源量化优选灵活配置混合型证券投资基金2022年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=784038","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec67f7fea5b3eb045992a","date":"2022-03-30T16:00:00.000Z","stockId":3000000002495,"sao":"一季度受俄乌冲突影响，全球通胀屡创新高。综合考虑西方国家经济回暖、通胀走高和就业率上升等因素，我们认为欧美央行大概率会继续收紧货币政策。国内经济方面，受原材料涨价、出口高基数和疫情反复影响，一季度经济增长并不乐观。根据3月政府工作会议和金融委会议，货币政策和财政政策预计将双双发力。A股年初以来整体表现较差，沪深300指数下跌14.53%，创业板指数甚至下跌接近20%，与此同时，以低估值高股息为代表的万得红利指数却录得阶段正收益，市场整体避险情绪较高。香港市场方面，一季度也呈现较为波折的整体下跌行情，恒生指数一度调整约20%，随后迎来修复，最终录得近6%的跌幅。一季度，本组合结合各板块景气度情况，采用定量方式优选投资标的。遗憾的是，策略阶段表现不佳,且同时受整个市场大幅调整的影响，组合今年以来表现较差，收益表现逊于沪深300指数。我们认为目前市场估值风险释放较充分，后续大概率不会再面临较大系统性风险，因此本基金后续会保持高仓位运作，并根据策略及时动态调整投资组合。展望二季度，我们认为经济增长可能依然存在较大压力，但年内GDP增长目标的明确以及中国经济转型的需要等因素依然有利于寻找到结构性的投资机会。我们认为后市的投资机会可能存在于稳增长、地产风险化解、能源革命以及高端制造等几个主线。","declarationDate":"2022-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:19.810Z","fund":{"_id":3000000002495,"stockCode":"002495","stockType":"fund","areaCode":"cn","followedNum":10,"blackenedNum":1,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-05-16T16:00:00.000Z","setUpScale":210955000,"market":"a","tickerId":2495,"custody":"招商银行股份有限公司","name":"前海开源量化优选灵活配置混合型证券投资基金","shortName":"前海开源量化优选A","fundSecondLevel":"hybrid","__csrcFundId":1852,"fundStatus":"normal","lastUpdated":"2024-12-31T23:39:39.415Z","masterFundFlag":1,"inceptionDate":"2017-07-02T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源量化优选","pinyin":"qhkylhyxlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"db20701331","stockType":"fund_manager","exchange":"fm","tickerId":1217210990,"name":"陆琦"},{"stockCode":"db20880223","stockType":"fund_manager","exchange":"fm","tickerId":121712224950,"name":"林巧亮"}]},"announcement":{"linkText":"前海开源量化优选灵活配置混合型证券投资基金2022年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=724981","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec67f7fea5b3eb0459929","date":"2021-12-30T16:00:00.000Z","stockId":3000000002495,"sao":"在基数效应及疫情后修复的带动下，2021年度宏观经济整体表现较好，呈现前高后低的走势，上半年出口及房地产持续景气，下半年由于对房地产的调控加强，经济下行压力逐步增大。A股全年来看，小市值和成长性的股票表现相对较好，万得全A和创业板指数分别录得9.17%和12.02%的正收益；与此同时蓝筹股和港股整体表现较差，沪深300、上证50和恒生指数分别录得-5.20%、-10.06%和-14.08%的负收益。过去一年，本组合采用跟踪北向资金优选股票的投资思路，权益投资维持较高仓位，行业适当分散。从结果看，组合净值表现不尽如人意，全年取得了-5.21%的负收益，与沪深300指数收益接近。","declarationDate":"2022-01-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:19.808Z","mo":"从中国的宏观情况来看，2021年四季度经济数据有企稳迹象；具体来看，生产、消费数据回升，出口增速依旧保持高位，但投资对经济拉动作用依旧较低。基数效应叠加需求转弱，但托底政策将加大力度，2022年一季度GDP可能会延续四季度企稳的趋势。在短期稳健的货币政策和长期的居民财富搬家趋势双重因素的驱动下，未来一段时间权益市场依然会维持相对充裕的流动性，整体环境有利于基本面景气的成长性行业，结构性的投资机会可能会持续涌现。展望2022年一季度，港股机会应较2021年更多。房地产行业部分企业的危机，国家对互联网行业监管政策、澳门博彩立法生变以及中美对中概股上市问题的争论等事件让市场整体持有谨慎的心态。但是众多优秀公司的估值在一整年的磨底中已经达到历史低位的状态。未来一段时间应紧密跟踪监管政策的边际变动，投资者信心以及美国的货币政策变化，预计港股市场在整体企稳的同时，将呈现出更多结构性的投资机会。","fund":{"_id":3000000002495,"stockCode":"002495","stockType":"fund","areaCode":"cn","followedNum":10,"blackenedNum":1,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-05-16T16:00:00.000Z","setUpScale":210955000,"market":"a","tickerId":2495,"custody":"招商银行股份有限公司","name":"前海开源量化优选灵活配置混合型证券投资基金","shortName":"前海开源量化优选A","fundSecondLevel":"hybrid","__csrcFundId":1852,"fundStatus":"normal","lastUpdated":"2024-12-31T23:39:39.415Z","masterFundFlag":1,"inceptionDate":"2017-07-02T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源量化优选","pinyin":"qhkylhyxlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"db20701331","stockType":"fund_manager","exchange":"fm","tickerId":1217210990,"name":"陆琦"},{"stockCode":"db20880223","stockType":"fund_manager","exchange":"fm","tickerId":121712224950,"name":"林巧亮"}]},"announcement":{"linkText":"前海开源量化优选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=712789","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec67f7fea5b3eb0459928","date":"2021-09-29T16:00:00.000Z","stockId":3000000002495,"sao":"从国内股票的风险收益情况来看，今年三季度相较前半年而言，股市表现差异化明显，指数中上证50、沪深300和创业板指等指数均录得较多跌幅，其中上证50指数跌幅最多，为-8.62 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选取低波动的50个投资标的。以等权重方式投资外资共识50强标的。2020年四季报公布10个工作日之后，至2021年结束后15个工作日内，本基金权益仓位在0~95%，将继续采用外资买入共识追踪的投资策略，即综合运用多维度指标跟踪境外资金投资中国A股的动向，精选外资看好且公司治理、基本面、市场流动性均良好的优质标的分散投资。2021年结束后15个工作日后，再决定是否调整策略。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:19.797Z","mo":"进入到2021年，全球疫情在疫苗开始全面接种后进入尾声，但经济复苏的同时可能伴随货币政策的边际收紧。全球主要股市过去一年在流动性的推动下普遍经历了显著的上涨，估值普遍较高的情况下可能面临大幅波动的风险。我们仍看好外资共识度高的股票的表现，2021年仍将维持这一投资策略。","fund":{"_id":3000000002495,"stockCode":"002495","stockType":"fund","areaCode":"cn","followedNum":10,"blackenedNum":1,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-05-16T16:00:00.000Z","setUpScale":210955000,"market":"a","tickerId":2495,"custody":"招商银行股份有限公司","name":"前海开源量化优选灵活配置混合型证券投资基金","shortName":"前海开源量化优选A","fundSecondLevel":"hybrid","__csrcFundId":1852,"fundStatus":"normal","lastUpdated":"2024-12-31T23:39:39.415Z","masterFundFlag":1,"inceptionDate":"2017-07-02T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源量化优选","pinyin":"qhkylhyxlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"db20701331","stockType":"fund_manager","exchange":"fm","tickerId":1217210990,"name":"陆琦"},{"stockCode":"db20880223","stockType":"fund_manager","exchange":"fm","tickerId":121712224950,"name":"林巧亮"}]},"announcement":{"linkText":"前海开源量化优选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=559106","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec67f7fea5b3eb0459924","stockId":3000000002495,"sao":"三季度A股市场先扬后抑，整体呈现大幅上涨，本基金持仓仍以外资共识度较高的股票为主，在本季度显著跑赢了沪深300和业绩比较基准。2020年的投资仍然保持高仓位运作，根据外资持股市值和持股占上市公司总股本的比例等等，选取低波动的50个投资标的。以等权重方式投资外资共识50强标的。2020年四季报公布10个工作日之后，再决定是否调整策略。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-27T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:19.795Z","fund":{"_id":3000000002495,"stockCode":"002495","stockType":"fund","areaCode":"cn","followedNum":10,"blackenedNum":1,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-05-16T16:00:00.000Z","setUpScale":210955000,"market":"a","tickerId":2495,"custody":"招商银行股份有限公司","name":"前海开源量化优选灵活配置混合型证券投资基金","shortName":"前海开源量化优选A","fundSecondLevel":"hybrid","__csrcFundId":1852,"fundStatus":"normal","lastUpdated":"2024-12-31T23:39:39.415Z","masterFundFlag":1,"inceptionDate":"2017-07-02T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源量化优选","pinyin":"qhkylhyxlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"db20701331","stockType":"fund_manager","exchange":"fm","tickerId":1217210990,"name":"陆琦"},{"stockCode":"db20880223","stockType":"fund_manager","exchange":"fm","tickerId":121712224950,"name":"林巧亮"}]},"announcement":{"linkText":"前海开源量化优选灵活配置混合型证券投资基金2020年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=489599","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec67f7fea5b3eb0459923","stockId":3000000002495,"sao":"一季度受新冠疫情的影响，市场大幅波动，呈现倒N型走势。本基金在2月3日市场大跌后的反弹过程中，减持了大部分前期股票仓位，在3月份择机建仓了外资共识度比较高的股票。作为近几年重要的增量资金，外资对A股的影响越来越大，而且外资偏好基本面较好的蓝筹股和龙头股，所以在市场波动加大的环境下这类股票可能相对表现更好。上半年我们的股票组合也是大幅跑赢了业绩比较基准和沪深300指数。2020年的投资仍然保持高仓位运作，根据外资持股市值和持股占上市公司总股本的比例等等，选取低波动的50个投资标的。以等权重方式投资外资共识50强标的。2020年四季报公布10个工作日之后，再决定是否调整策略。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:19.792Z","mo":"一季度受新冠疫情的影响，中国经济大幅下挫，GDP同比跌幅达到了6.8%；但中国在疫情中展示出了强大的全民组织能力和执行能力，在较短的时间内控制了疫情，经济率先恢复，二季度GDP已经实现3.2%的正增长。A股市场也随经济的恢复逐渐企稳反弹，由于全球流动性非常充裕，所以多国出现了\"经济弱，股市强\"的局面。A股中一些行业在上半年已经积累了较大的涨幅，以消费和TMT为代表。我们认为未来疫情的发展有较大的不确定性，全球经济龙头的美国新增感染人数仍呈失控的状态，随着复工复产的推进，多国多地出现二次疫情，所以在有效疫苗正式推出前，全球疫情很难得到有效的控制。流动性充裕带来的资产泡沫现象也值得我们警惕，多数国家股市上涨并没有基本面的支撑，而纯粹是估值的上涨。A股中部分行业的估值也已经处于历史高位，经历了2015年的暴涨暴跌后，管理层对于资产泡沫的管控应该也更具前瞻性和重视程度，所以对于部分上涨过快、涨幅过大的行业和个股，我们持谨慎的态度。","fund":{"_id":3000000002495,"stockCode":"002495","stockType":"fund","areaCode":"cn","followedNum":10,"blackenedNum":1,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-05-16T16:00:00.000Z","setUpScale":210955000,"market":"a","tickerId":2495,"custody":"招商银行股份有限公司","name":"前海开源量化优选灵活配置混合型证券投资基金","shortName":"前海开源量化优选A","fundSecondLevel":"hybrid","__csrcFundId":1852,"fundStatus":"normal","lastUpdated":"2024-12-31T23:39:39.415Z","masterFundFlag":1,"inceptionDate":"2017-07-02T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源量化优选","pinyin":"qhkylhyxlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"db20701331","stockType":"fund_manager","exchange":"fm","tickerId":1217210990,"name":"陆琦"},{"stockCode":"db20880223","stockType":"fund_manager","exchange":"fm","tickerId":121712224950,"name":"林巧亮"}]},"announcement":{"linkText":"前海开源量化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=463837","linkType":"PDF","source":"csrc_pdf"}}]}