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，创业板指下跌29.37%）；行业结构上，受益于能源价格上涨的煤炭涨幅第一，TMT和高端制造等成长行业涨幅靠后。  本基金看好国防军工产业链中长期的成长空间，2022年继续重点投资于该方向，受市场风险偏好影响，本基金持有的国防军工个股涨幅落后，跑输比较基准。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:48.434Z","mo":"2022年国内受到地产、疫情等多种因素影响，经济整体处于衰退期。展望2023年，随着各项政策的陆续推出、防疫政策的放松，经济有望企稳复苏，但考虑到海外发达经济体衰退风险带来的外需压力加大、以及国内地产恢复缓慢，预计全年经济处于弱复苏态势。  展望证券市场，一方面国内经济开始触底回升，A股业绩增速同比有望上行；另一方面海外发达经济体上半年有望停止加息，人民币贬值压力缓解，A股相对海外市场的吸引力大幅提升，北向资金有望重启流入趋势。在基本面和流动性双重催化下，预计2023年国内证券市场具备业绩、估值双升的基础。  基于前述宏观经济和证券市场走势的分析，本基金判断2023年国内资本市场的核心驱动力在复苏和增长。从产业趋势来看，随着国内经济复苏带来的经济总量上行，国防军工的投入更有保障，具有较高的确定性和较好的成长属性，本基金将继续围绕该方向筛选挖掘标的、配置业绩和估值匹配的优质公司，力争实现基金资产的增值。","fund":{"_id":3000000002885,"stockCode":"002885","stockType":"fund","areaCode":"cn","followedNum":3,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-10-24T16:00:00.000Z","setUpScale":232670000,"market":"a","tickerId":2885,"name":"摩根士丹利万众创新灵活配置混合型证券投资基金","shortName":"大摩万众创新混合(002885)","fundSecondLevel":"hybrid","__csrcFundId":4875,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:29.901Z","masterFundFlag":1,"inceptionDate":"2017-12-03T16:00:00.000Z","fundCollectionId":4000050230000,"currency":"CNY","pinyin":"mgsdlwzcxlhpzhhxzqtzjj","masterFundShortName":"大摩万众创新混合","managers":[{"stockCode":"j101020217","stockType":"fund_manager","exchange":"fm","tickerId":122625258850,"name":"李子扬"}]},"announcement":{"linkText":"摩根士丹利华鑫万众创新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=868598","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6d87fea5b3eb045fdbf","date":"2022-09-29T16:00:00.000Z","stockId":3000000002885,"sao":"2022年3季度，国内经济受疫情影响逐步复苏但力度偏弱，俄乌地缘冲突持续并有进一步恶化趋势，叠加海外主要发达国家央行加息幅度超预期，全球资本市场波动加大，A股主要指数录得下跌：上证综指下跌11.01% ，沪深300指数下跌15.16% ，创业板指下跌18.56%。结构上看，受欧洲能源危机催化能源价格上行，煤炭、石油石化行业涨幅靠前。  本基金三季度继续重点投资于国防军工产业链，该板块景气度维持向好，在三季度受地缘冲突加剧预期催化走势较好，使得本基金跑赢业绩比较基准。展望四季度，虽然压制市场风险偏好的负面因素短期难以消除，但国内流动性宽裕环境维持且市场估值处于相对低位，投资策略上配置景气上行的国防军工产业链是较好的选择。综上，本基金将围绕军工产业链挖掘业绩和估值匹配的优质公司，力争实现基金资产的增值。","declarationDate":"2022-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:48.420Z","fund":{"_id":3000000002885,"stockCode":"002885","stockType":"fund","areaCode":"cn","followedNum":3,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-10-24T16:00:00.000Z","setUpScale":232670000,"market":"a","tickerId":2885,"name":"摩根士丹利万众创新灵活配置混合型证券投资基金","shortName":"大摩万众创新混合(002885)","fundSecondLevel":"hybrid","__csrcFundId":4875,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:29.901Z","masterFundFlag":1,"inceptionDate":"2017-12-03T16:00:00.000Z","fundCollectionId":4000050230000,"currency":"CNY","pinyin":"mgsdlwzcxlhpzhhxzqtzjj","masterFundShortName":"大摩万众创新混合","managers":[{"stockCode":"j101020217","stockType":"fund_manager","exchange":"fm","tickerId":122625258850,"name":"李子扬"}]},"announcement":{"linkText":"摩根士丹利华鑫万众创新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=803460","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6d87fea5b3eb045fdbe","date":"2022-06-29T16:00:00.000Z","stockId":3000000002885,"sao":"上半年A股走势先抑后扬：一季度国内疫情散发和俄乌爆发冲突，风险偏好下行市场下跌；二季度国内疫情逐步受控提振风险偏好，市场迎来反弹，整个上半年A股主要指数录得下跌，行业层面上游资源和疫情复苏主线涨幅靠前。  本基金上半年重点投资于国防军工等科技成长方向，持仓个股一季度受风险偏好影响有所下跌，二季度基金净值有所反弹，但上半年整体录得下跌，跑输业绩比较基准。","declarationDate":"2022-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:48.416Z","mo":"展望下半年，国内经济有望逐步向好，但零星散发的疫情对部分行业下半年经营活动仍将带来一定扰动，国防军工产业链受益于国家防务支出的刚性，与其他行业相比，业绩增长的确定性具有优势；展望中长期，我国面临的外部环境仍较复杂，提升国防安全能力的压力持续存在，军工产业链的需求确定性依然较高；综上，本基金将围绕上述方向挖掘业绩和估值匹配的优质公司，力争实现基金资产的增值。","fund":{"_id":3000000002885,"stockCode":"002885","stockType":"fund","areaCode":"cn","followedNum":3,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-10-24T16:00:00.000Z","setUpScale":232670000,"market":"a","tickerId":2885,"name":"摩根士丹利万众创新灵活配置混合型证券投资基金","shortName":"大摩万众创新混合(002885)","fundSecondLevel":"hybrid","__csrcFundId":4875,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:29.901Z","masterFundFlag":1,"inceptionDate":"2017-12-03T16:00:00.000Z","fundCollectionId":4000050230000,"currency":"CNY","pinyin":"mgsdlwzcxlhpzhhxzqtzjj","masterFundShortName":"大摩万众创新混合","managers":[{"stockCode":"j101020217","stockType":"fund_manager","exchange":"fm","tickerId":122625258850,"name":"李子扬"}]},"announcement":{"linkText":"摩根士丹利华鑫万众创新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=778773","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6d87fea5b3eb045fdbd","date":"2022-03-30T16:00:00.000Z","stockId":3000000002885,"sao":"2022年以来，外围风险事件对资本市场的扰动明显加大——海外主要经济体进入加息周期、俄乌爆发军事冲突爆发——市场风险偏好明显下降，A股主要指数呈现下跌走势。结构上看，低PE估值的行业走势明显占优，煤炭、地产和银行涨幅领先；科技板块如电子、国防军工等行业则表现较差。  本基金一季度继续聚焦于科技创新方向，重点配置国防安全和军工信息化产业链，上述板块受风险偏好下行影响一季度走势较差，使得本基金跑输比较基准。展望二季度，新冠疫情反复和俄乌军事冲突风险犹存，全球供应链失衡影响上市公司业绩增长——中游制造面临成本上行压力，下游终端面临需求疲软风险；在上述风险和不确定性的扰动下，投资策略上需更聚焦业绩增长的确定性；国内国防开支2022年增速同比上行，产业链景气度维持向好，相比其他行业确定性更高。综上，本基金将继续围绕上述方向挖掘业绩和估值匹配的优质公司，力争实现基金资产的增值。","declarationDate":"2022-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:48.413Z","fund":{"_id":3000000002885,"stockCode":"002885","stockType":"fund","areaCode":"cn","followedNum":3,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-10-24T16:00:00.000Z","setUpScale":232670000,"market":"a","tickerId":2885,"name":"摩根士丹利万众创新灵活配置混合型证券投资基金","shortName":"大摩万众创新混合(002885)","fundSecondLevel":"hybrid","__csrcFundId":4875,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:29.901Z","masterFundFlag":1,"inceptionDate":"2017-12-03T16:00:00.000Z","fundCollectionId":4000050230000,"currency":"CNY","pinyin":"mgsdlwzcxlhpzhhxzqtzjj","masterFundShortName":"大摩万众创新混合","managers":[{"stockCode":"j101020217","stockType":"fund_manager","exchange":"fm","tickerId":122625258850,"name":"李子扬"}]},"announcement":{"linkText":"摩根士丹利华鑫万众创新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=722499","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6d87fea5b3eb045fdbc","date":"2021-12-30T16:00:00.000Z","stockId":3000000002885,"sao":"2021年，新冠疫情在全球范围内仍保持活跃，但其对经济的影响边际减弱，国内和海外经济发展迎来修复，部分行业在低基数效应下增长尤为明显，另外疫情的反复使得全球货币政策仍相对友好；在上述业绩增长和流动性宽松共振的场景下，本基金年初判断 A股整体系统性大跌风险较小，相对看好业绩高增长的新兴产业。基于上述判断，本基金在景气行业和板块中自下而上优选个股，重点配置确定性较高的国防军工产业链，取得了较好的净值增长，跑赢比较基准。","declarationDate":"2022-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:48.406Z","mo":"展望2022年，国内经济有惊无险：一方面2022年海外生产有望逐步恢复进而减少对我国进口需求，2021年上半年国内疫情控制较好带来出口强劲，基数效应下出口增速放缓使得国内经济增速承压；另一方面，2021年下半年开始财政货币政策积极发力，基建尤其是新基建投资保持较好增长；另外疫情防控水平提升带来管控措施可能有所放松，消费和服务业可能会回到正常轨道。总体来看，在消费和基建投资托底下，我们对明年中国经济的增长是偏乐观的预判。  展望证券市场，一方面2021年国内企业的基本面已有较好的恢复增长，上市公司整体业绩增速在基数效应下大概率低于2021年；另一方面海外疫情常态化，通胀压力下流动性有收紧预期。在基本面和流动性双重压制下，预计2022年上市公司整体估值难以大幅扩张，股价将以盈利驱动为主。  基于前述宏观经济和证券市场走势的分析，预计2022年资本市场的核心驱动力将由估值驱动转为业绩驱动，因此在投资策略上需要更聚焦行业景气度、个股业绩增长的确定性和估值层面的合理性。产业结构上来看，国防军工产业链景气度受国防开支驱动，具有相对较高的确定性和较好的逆周期属性，横向比较其他行业存在较好的投资机会，本基金也将重点关注上述板块的投资机会。","fund":{"_id":3000000002885,"stockCode":"002885","stockType":"fund","areaCode":"cn","followedNum":3,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-10-24T16:00:00.000Z","setUpScale":232670000,"market":"a","tickerId":2885,"name":"摩根士丹利万众创新灵活配置混合型证券投资基金","shortName":"大摩万众创新混合(002885)","fundSecondLevel":"hybrid","__csrcFundId":4875,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:29.901Z","masterFundFlag":1,"inceptionDate":"2017-12-03T16:00:00.000Z","fundCollectionId":4000050230000,"currency":"CNY","pinyin":"mgsdlwzcxlhpzhhxzqtzjj","masterFundShortName":"大摩万众创新混合","managers":[{"stockCode":"j101020217","stockType":"fund_manager","exchange":"fm","tickerId":122625258850,"name":"李子扬"}]},"announcement":{"linkText":"摩根士丹利华鑫万众创新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=711244","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6d87fea5b3eb045fdbb","date":"2021-09-29T16:00:00.000Z","stockId":3000000002885,"sao":"2021年3季度，新冠疫情对全球的供应链运转继续带来扰动，供给与需求的阶段性错配使得上游物资价格上涨较快，资本市场对滞涨的担忧有所上行，A股主要指数下跌：上证综指-0.64% ，沪深300指数-6.85% ，创业板指-6.69%。细分行业中，受涨价利好的上游板块如煤炭、有色金属和钢铁涨幅较好；受消费数据偏弱影响的板块如消费者服务、医药和食品饮料涨幅落后。  本基金三季度继续重点投资于军工产业链，该板块景气度上行，在三季度受中报业绩期催化涨幅较好，使得本基金跑赢业绩比较基准。展望四季度，基本面来看成本上行对中游制造板块的压力依然存在，估值面来看需求下行的担忧会影响风险偏好，投资策略上配置景气上行的细分产业 是较好的选择。综上，本基金将继续挖掘业绩和估值匹配的优质公司，力争实现基金资产的增值。","declarationDate":"2021-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:48.402Z","fund":{"_id":3000000002885,"stockCode":"002885","stockType":"fund","areaCode":"cn","followedNum":3,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-10-24T16:00:00.000Z","setUpScale":232670000,"market":"a","tickerId":2885,"name":"摩根士丹利万众创新灵活配置混合型证券投资基金","shortName":"大摩万众创新混合(002885)","fundSecondLevel":"hybrid","__csrcFundId":4875,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:29.901Z","masterFundFlag":1,"inceptionDate":"2017-12-03T16:00:00.000Z","fundCollectionId":4000050230000,"currency":"CNY","pinyin":"mgsdlwzcxlhpzhhxzqtzjj","masterFundShortName":"大摩万众创新混合","managers":[{"stockCode":"j101020217","stockType":"fund_manager","exchange":"fm","tickerId":122625258850,"name":"李子扬"}]},"announcement":{"linkText":"摩根士丹利华鑫万众创新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=652137","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6d87fea5b3eb045fdba","date":"2021-06-29T16:00:00.000Z","stockId":3000000002885,"sao":"2021年上半年，新冠病毒变种对全球新冠疫情防治带来扰动，货币政策继续宽松以应对疫情的预期有所提升，一季度A股因货币政策收紧担忧带来的下跌在二季度迎来修复，上半年主要指数录得上涨：上证综指上涨3.40% ，沪深300指数上涨0.24% ，创业板指上涨17.22%。行业上来看，低估值高增长的基础化工、钢铁和景气度较好的电力设备新能源涨幅靠前；非银、家电和国防军工涨幅靠后。  本基金上半年重点投资于军工产业链，该板块一季度受风险偏好下行拖累跌幅较大，二季度板块有一定的上涨，但上半年整体走势欠佳，使得本基金跑输业绩比较基准。","declarationDate":"2021-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:48.398Z","mo":"展望下半年，新冠疫情可能继续对经济增长带来扰动，但全民接种疫苗的渗透率有望不断提升，流动性边际收紧的趋势不改；对应到投资策略上，产业景气度和业绩增长将是股价上行的重要催化；随着国力提升，国防安全需求持续上行，国防信息化和现代化有望推动产业链景气度向上；综上，本基金将围绕上述方向挖掘业绩和估值匹配的优质公司，力争实现基金资产的增值。","fund":{"_id":3000000002885,"stockCode":"002885","stockType":"fund","areaCode":"cn","followedNum":3,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-10-24T16:00:00.000Z","setUpScale":232670000,"market":"a","tickerId":2885,"name":"摩根士丹利万众创新灵活配置混合型证券投资基金","shortName":"大摩万众创新混合(002885)","fundSecondLevel":"hybrid","__csrcFundId":4875,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:29.901Z","masterFundFlag":1,"inceptionDate":"2017-12-03T16:00:00.000Z","fundCollectionId":4000050230000,"currency":"CNY","pinyin":"mgsdlwzcxlhpzhhxzqtzjj","masterFundShortName":"大摩万众创新混合","managers":[{"stockCode":"j101020217","stockType":"fund_manager","exchange":"fm","tickerId":122625258850,"name":"李子扬"}]},"announcement":{"linkText":"摩根士丹利华鑫万众创新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=628458","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6d87fea5b3eb045fdb9","stockId":3000000002885,"sao":"2021年一季度，新冠疫情对全球经济活动的影响边际减弱，各主要经济体恢复增长，资本市场预期流动性边际收紧，期间美债收益率的快速上行加剧了这一担忧，使得资本市场波动加大，A股主要指数均呈现不同程度的下跌：上证综指下跌0.90% ，沪深300指数下跌3.13% ，创业板指下跌7.00%。行业层面低估值顺周期板块如钢铁、银行、建材等行业涨幅靠前；弹性板块如国防军工和非银金融则受风险偏好压制表现较差。  报告期内，本基金主要聚焦于科技创新方向，重点投资于军工产业链，上述板块一季度受风险偏好下行影响表现较差，使得本基金跑输业绩比较基准。展望二季度，流动性收紧预期下股价的核心驱动力将由估值驱动转为业绩驱动；结构上来看，国防信息化和现代化有望推动产业链景气度向上，未来较长一段时间内，军工产业链将迎来较好的投资机会；综上，本基金将围绕上述方向挖掘业绩和估值匹配的优质公司，力争实现基金资产的增值。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:48.390Z","fund":{"_id":3000000002885,"stockCode":"002885","stockType":"fund","areaCode":"cn","followedNum":3,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-10-24T16:00:00.000Z","setUpScale":232670000,"market":"a","tickerId":2885,"name":"摩根士丹利万众创新灵活配置混合型证券投资基金","shortName":"大摩万众创新混合(002885)","fundSecondLevel":"hybrid","_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，沪深300指数27.21% ，创业板指64.96%。结构上来看部分行业受疫情带来的全球需求转移驱动，基本面较为强劲——医药、电力新能源等景气度较好的子行业涨幅靠前。    本基金主要仓位聚焦于科技创新板块，重点配置了TMT等科技成长等方向；2020年外方对国内芯片产业链的制裁进一步升级，导致TMT板块下半年走势欠佳，本基金配置的个股估值受压制，股价有所回调，跑输比较基准。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:48.387Z","mo":"展望2021年，国内经济取得较快增长是大概率事件：一方面新冠疫情处置经验日益丰富，疫苗研发取得较好进展，疫情对经济活动的边际影响进一步降低；另一方面国内经济在2020年尤其是上半年受疫情拖累较大，在基数效应下2021尤其是上半年国内GDP有望取得快速增长。    展望证券市场，一方面正如前段阐述国内企业的基本面有望迎来恢复增长，上市公司整体业绩的增速要高于2020年；另一方面在上游材料涨价预期上行、政策上稳杠杆诉求增加、一线城市房价上涨的背景下，2021年货币政策可能边际收敛，A股在过去两年连续上行更多的驱动力来自流动性推动的估值提升，货币政策边际收紧的背景下估值难以继续大幅扩张。    基于前述宏观经济和证券市场走势的分析，预计2021年资本市场的核心驱动力将由估值驱动转为业绩驱动，因此在投资策略上需要更聚焦行业景气度、个股业绩增长的确定性和估值层面的合理性。产业结构上来看，外方对国内的技术封锁可能仍将持续，国内信息技术新基建的供应链安全问题依然严峻，与此同时提升国防现代化来保障产业供应链乃至国土的安全迫在眉睫，因此在未来较长一段时间内，涉及国土安全和信息基础设施等硬核科技方向可能迎来较好的行业成长和投资机会，围绕上述方向筛选挖掘标的、配置业绩和估值匹配的优质公司，将是一个较好的投资策略。","fund":{"_id":3000000002885,"stockCode":"002885","stockType":"fund","areaCode":"cn","followedNum":3,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-10-24T16:00:00.000Z","setUpScale":232670000,"market":"a","tickerId":2885,"name":"摩根士丹利万众创新灵活配置混合型证券投资基金","shortName":"大摩万众创新混合(002885)","fundSecondLevel":"hybrid","__csrcFundId":4875,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:29.901Z","masterFundFlag":1,"inceptionDate":"2017-12-03T16:00:00.000Z","fundCollectionId":4000050230000,"currency":"CNY","pinyin":"mgsdlwzcxlhpzhhxzqtzjj","masterFundShortName":"大摩万众创新混合","managers":[{"stockCode":"j101020217","stockType":"fund_manager","exchange":"fm","tickerId":122625258850,"name":"李子扬"}]},"announcement":{"linkText":"摩根士丹利华鑫万众创新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=553095","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6d87fea5b3eb045fdb7","stockId":3000000002885,"sao":"2020年3季度，海外疫情有所缓解，随着对新冠病毒的认识逐步深入，全社会对疫情的恐慌有所缓解，经济活动逐步恢复。国内疫情领先海外得到控制，疫情对A股的冲击已大幅减弱，主要指数均实现上涨：上证综指7.82% ，沪深300指数10.17% ，创业板指5.60%。结构上看，景气度向好的军工、新能源以及消费者服务等板块涨幅领先。本基金三季度聚焦于科技创新板块，重点配置了电子、计算机、通信等科技产品和行业应用创新等方向；国内通信巨头受外方封锁升级，导致科技方向资产估值承压，三季度TMT板块走势欠佳，本基金配置的半导体板块有所回调，因此跑输比较基准。展望后市，疫情使得工作生活数字化和线上化的趋势逐步形成，云计算的渗透率日益提升；海外技术封锁使得国内产业链份额提升的逻辑得以强化，利好国内信息技术应用创新长期成长，本基金将继续聚焦配置上述科技成长方向的优质公司，力争实现基金资产的增值。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-27T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:48.383Z","fund":{"_id":3000000002885,"stockCode":"002885","stockType":"fund","areaCode":"cn","followedNum":3,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-10-24T16:00:00.000Z","setUpScale":232670000,"market":"a","tickerId":2885,"name":"摩根士丹利万众创新灵活配置混合型证券投资基金","shortName":"大摩万众创新混合(002885)","fundSecondLevel":"hybrid","__csrcFundId":4875,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:29.901Z","masterFundFlag":1,"inceptionDate":"2017-12-03T16:00:00.000Z","fundCollectionId":4000050230000,"currency":"CNY","pinyin":"mgsdlwzcxlhpzhhxzqtzjj","masterFundShortName":"大摩万众创新混合","managers":[{"stockCode":"j101020217","stockType":"fund_manager","exchange":"fm","tickerId":122625258850,"name":"李子扬"}]},"announcement":{"linkText":"摩根士丹利华鑫万众创新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=492545","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6d87fea5b3eb045fdb6","stockId":3000000002885,"sao":"2020年上半年因疫情在全球蔓延，A股走势波动较大，指数分化明显，其中创业板指数大幅跑赢上证综指和沪深300：上证综指-2.15% ，沪深300指数1.64% ，创业板指35.60%。疫情冲击下，确定性较高的板块走势占优：医药、消费者服务和食品饮料三个大消费板块的行业因具备较好的防御属性，涨幅位居前三；另外，TMT和新能源汽车等科技板块因长期成长性受疫情影响较小，且产业周期和景气度有望保持，也录得较好上涨，涨幅居前。本基金上半年配置策略有所调整，在一季度和二季度前期配置较为均衡，在二季度中期配置上开始聚焦于科技创新板块，重点配置了电子、计算机、通信等科技产品和行业应用创新等方向，二季度尤其是六月份TMT涨幅较好，本基金净值取得较好增长。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:48.379Z","mo":"对于宏观经济，我们保持谨慎乐观，疫情对国内影响逐步减小，下半年经济增长环比有望改善；海外疫情尚未得到控制，对出口带来一定的压力。对于证券市场，我们保持相对乐观。疫情的影响边际减弱，流动性相对宽松有利于风险偏好保持较好，但我们认为市场可能存在结构性的机会，在5G和AI等科技基础设施逐步渗透的背景下，虽有疫情的影响，但科技行业中长期成长趋势较为确定，本基金看好科技成长在国内信息技术应用创新驱动下的长期增长潜力，将继续聚焦配置上述科技成长方向的优质公司，力争实现基金资产的增值。","fund":{"_id":3000000002885,"stockCode":"002885","stockType":"fund","areaCode":"cn","followedNum":3,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-10-24T16:00:00.000Z","setUpScale":232670000,"market":"a","tickerId":2885,"name":"摩根士丹利万众创新灵活配置混合型证券投资基金","shortName":"大摩万众创新混合(002885)","fundSecondLevel":"hybrid","__csrcFundId":4875,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:29.901Z","masterFundFlag":1,"inceptionDate":"2017-12-03T16:00:00.000Z","fundCollectionId":4000050230000,"currency":"CNY","pinyin":"mgsdlwzcxlhpzhhxzqtzjj","masterFundShortName":"大摩万众创新混合","managers":[{"stockCode":"j101020217","stockType":"fund_manager","exchange":"fm","tickerId":122625258850,"name":"李子扬"}]},"announcement":{"linkText":"摩根士丹利华鑫万众创新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=455316","linkType":"PDF","source":"csrc_pdf"}}]}