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扩大内需，为相关领域提供了较强的支持。然而，中美经贸摩擦升级对市场情绪产生阶段性冲击。美国进一步加码对华关税并加强供应链打压，显著加剧了外部环境的不确定性，为市场带来额外压力。总体来看，市场在多重因素博弈下呈现结构性分化特征。一季度，我们在电力及公用事业、银行以及基础化工等高股息行业进行重点配置。从组合构建的角度来看，我们仍然希望尽量选择那些具有长期稳定业绩增长的标的进行投资，争取获得较好的投资回报。","declarationDate":"2025-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:21:36.986Z","fund":{"_id":3000000006123,"stockCode":"006123","stockType":"fund","areaCode":"cn","market":"a","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-05T16:00:00.000Z","setUpScale":1219690000,"tickerId":6123,"custody":"中国工商银行股份有限公司","name":"国联高股息精选混合型证券投资基金","shortName":"国联高股息混合(006123)","fundSecondLevel":"hybrid","__csrcFundId":6580,"fundStatus":"normal","lastUpdated":"2026-04-30T20:01:13.205Z","masterFundFlag":1,"inceptionDate":"2019-09-25T16:00:00.000Z","fundCollectionId":4000050820000,"currency":"CNY","masterFundShortName":"国联高股息混合","pinyin":"glggxjxhhxzqtzjj","managers":[{"stockCode":"db20918939","stockType":"fund_manager","exchange":"fm","tickerId":403237430,"name":"杜超"},{"stockCode":"8801605712","stockType":"fund_manager","exchange":"fm","tickerId":2326180070,"name":"王喆"}]},"announcement":{"linkText":"国联高股息精选混合型证券投资基金2025年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1275638","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9607fea5b3eb04908e0","date":"2024-12-30T16:00:00.000Z","stockId":3000000006123,"sao":"2024年A股市场整体呈现波动加剧、结构性机会为主的特征，市场表现受到国内外复杂经济环境的显著影响。年初，市场走势相对疲弱，但随着一系列稳增长政策的出台，资金活跃度提高，市场逐步走出反弹趋势。随后，政策加码预期逐步减弱，市场进入震荡格局，结构性机会成为主导，红利类资产表现较为突出。下半年，市场行情大幅震荡，但在政策利好的刺激下，股票市场出现大幅反弹，科技、新能源和消费板块一度表现抢眼。然而，随着全球货币政策调整预期升温、地缘政治紧张局势升级以及经济放缓担忧加剧，市场在年底呈现震荡走势，投资者风险偏好明显下降，市场波动加剧。在全年策略中，我们始终围绕电力及公用事业、银行和交通运输等高股息行业进行重点配置，同时适度增减医药、石油石化、基础化工等行业的比重，灵活抓住结构性机会。我们坚持选择具有长期稳定业绩增长的优质标的，力求在多变的市场环境中实现稳健的投资回报，持续优化投资组合。","declarationDate":"2025-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:21:36.982Z","mo":"展望2025年，我们对中国经济和股票市场持谨慎乐观态度。从整体来看，2024年的经济修复为2025年奠定了坚实基础，多数指标显示今年经济增速有望维持稳健增长，消费复苏与科技创新将成为主要驱动力。从政策角度，货币政策适度宽松以及扩大内需的战略，为资本市场提供了稳定的支撑。在股市方面，A股市场大概率延续震荡向上的格局。虽然短期内可能受到外部扰动，但从长期视角看，宏观经济的稳健复苏和企业盈利的提升将持续推动市场上涨。随着AI、半导体以及新能源等领域的技术突破与应用落地，科技板块将继续成为市场的焦点。电子、计算机等新兴产业具备显著的投资吸引力，预计在政策支持和资本投入下，将迎来更大的发展空间。与此同时，红利类标的也值得关注。在低利率环境下，高股息资产对投资者的吸引力显著增强，不仅提供了稳定的收益，还兼具良好的抗风险能力。在经济复苏和消费升级的大背景下，消费、银行等领域的红利标的有望在稳健投资者中继续受到青睐。展望全年，建议投资者坚持长期主义，把握科技成长与红利稳定两大主线，合理配置资产，关注结构性机会，同时保持灵活性以应对市场波动。相信中国经济的持续复苏将为资本市场带来更多积极变化。","fund":{"_id":3000000006123,"stockCode":"006123","stockType":"fund","areaCode":"cn","market":"a","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-05T16:00:00.000Z","setUpScale":1219690000,"tickerId":6123,"custody":"中国工商银行股份有限公司","name":"国联高股息精选混合型证券投资基金","shortName":"国联高股息混合(006123)","fundSecondLevel":"hybrid","__csrcFundId":6580,"fundStatus":"normal","lastUpdated":"2026-04-30T20:01:13.205Z","masterFundFlag":1,"inceptionDate":"2019-09-25T16:00:00.000Z","fundCollectionId":4000050820000,"currency":"CNY","masterFundShortName":"国联高股息混合","pinyin":"glggxjxhhxzqtzjj","managers":[{"stockCode":"db20918939","stockType":"fund_manager","exchange":"fm","tickerId":403237430,"name":"杜超"},{"stockCode":"8801605712","stockType":"fund_manager","exchange":"fm","tickerId":2326180070,"name":"王喆"}]},"announcement":{"linkText":"国联高股息精选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=1246774","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9607fea5b3eb04908df","date":"2024-09-29T16:00:00.000Z","stockId":3000000006123,"sao":"三季度市场行情大幅震荡，9月底一揽子政策的推出刺激股票市场反弹，整体看三季度股票市场仍以结构性机会为主，红利类资产表现较好。三季度，我们在电力及公用事业、银行以及交通运输等高股息行业进行重点配置。从组合构建的角度来看，我们仍然希望尽量选择那些具有长期稳定业绩增长的标的进行投资，争取获得较好的投资回报。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:21:36.979Z","fund":{"_id":3000000006123,"stockCode":"006123","stockType":"fund","areaCode":"cn","market":"a","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-05T16:00:00.000Z","setUpScale":1219690000,"tickerId":6123,"custody":"中国工商银行股份有限公司","name":"国联高股息精选混合型证券投资基金","shortName":"国联高股息混合(006123)","fundSecondLevel":"hybrid","__csrcFundId":6580,"fundStatus":"normal","lastUpdated":"2026-04-30T20:01:13.205Z","masterFundFlag":1,"inceptionDate":"2019-09-25T16:00:00.000Z","fundCollectionId":4000050820000,"currency":"CNY","masterFundShortName":"国联高股息混合","pinyin":"glggxjxhhxzqtzjj","managers":[{"stockCode":"db20918939","stockType":"fund_manager","exchange":"fm","tickerId":403237430,"name":"杜超"},{"stockCode":"8801605712","stockType":"fund_manager","exchange":"fm","tickerId":2326180070,"name":"王喆"}]},"announcement":{"linkText":"国联高股息精选混合型证券投资基金2024年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1176285","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9607fea5b3eb04908de","date":"2024-06-29T16:00:00.000Z","stockId":3000000006123,"sao":"上半年股票市场行情以震荡为主。前期市场走势相对疲弱，随着一系列稳增长政策的颁布，各类资金表现活跃，市场走出反弹趋势。后随着政策加码预期逐步减弱，股票市场以结构性机会为主。我们在电力及公用事业、银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:{"linkText":"中融高股息精选混合型证券投资基金2023年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=884552","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9607fea5b3eb04908d8","date":"2022-12-30T16:00:00.000Z","stockId":3000000006123,"sao":"报告期内基金投资策略主要基于对经济相对谨慎的假设，行业方面对房地产和煤炭进行超配。其他行业方面有一定的轮动，但是在外部环境大幅波动下，轮动时点选择不理想导致组合出现较大程度的回撤。年初调仓阶段市场大幅下跌，导致组合出现较大程度的回撤，年底煤炭板块回落也对组合造成负面影响。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:21:36.958Z","mo":"2023年整体的宏观环境将显著好于2022年，稳定经济发展也会是政府工作的重要目标，市场经过22年的下跌后估值回到偏低的水平，因此判断2023年股票市场的机会将明显好于2022年。我们将看到消费明显的复苏，投资的实物工作量也将明显好于2022年。因此我们关注复苏相关的投资机会，但是不会将眼光局限于复苏特别确定的领域，而是在一些仍存在分歧的领域选择相对确定的机会，帮助组合获得超额回报。配置的重点会放在建材、机械、有色、交运、商用车等领域，同时自下而上寻找估值偏低仍有成长性的制造业企业。2023年在经济同比改善的情况下，我们会更加关注基本面的兑现，淡化主题性机会。海外经济的分歧依然较大，我们会做紧密跟踪，对于全球经济的判断将对周期品的价格产生显著影响，我们会在周期品价格波动中寻找机会，特别是下2023年的下半年。","fund":{"_id":3000000006123,"stockCode":"006123","stockType":"fund","areaCode":"cn","market":"a","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-05T16:00:00.000Z","setUpScale":1219690000,"tickerId":6123,"custody":"中国工商银行股份有限公司","name":"国联高股息精选混合型证券投资基金","shortName":"国联高股息混合(006123)","fundSecondLevel":"hybrid","__csrcFundId":6580,"fundStatus":"normal","lastUpdated":"2026-04-30T20:01:13.205Z","masterFundFlag":1,"inceptionDate":"2019-09-25T16:00:00.000Z","fundCollectionId":4000050820000,"currency":"CNY","masterFundShortName":"国联高股息混合","pinyin":"glggxjxhhxzqtzjj","managers":[{"stockCode":"db20918939","stockType":"fund_manager","exchange":"fm","tickerId":403237430,"name":"杜超"},{"stockCode":"8801605712","stockType":"fund_manager","exchange":"fm","tickerId":2326180070,"name":"王喆"}]},"announcement":{"linkText":"中融高股息精选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=868122","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9607fea5b3eb04908d7","date":"2022-09-29T16:00:00.000Z","stockId":3000000006123,"sao":"市场情况：报告期内市场延续前期高波动走势，7月开始市场逐步走弱，进入9月随外部不确定性加大，重要节点临近，市场避险情绪明显加重，市场缩量下跌，上证指数和创业板指回到接近4月末的低点位置宏观情况：美国持续加息带来人民币贬值压力，海外经济在高通胀和加息作用下逐步走弱，疫情影响居民消费能力和意愿，地产虽然有政策支持但是投资仍不见明显起色，国际冲突加剧，带来不确定性，大宗商品价格维持高位，通胀压力短期难以缓解，中美贸易摩擦加剧，市场担心未来中美关系走向三季度操作：1）加仓地产，看好地产政策放松大方向，930央行财政均出台地产支持性政策，在销售企稳前看好政策的持续性，头部地产公司与行业分化明显加大，销售有望持续改善；2）加仓焦煤，焦煤行业估值处于历史低位，行业供需格局稳定，稳增长方向下有望出现估值修复；3）降低新能源仓位，市场交易明显缩量，风险偏好下降，因此降低一部分新能源持仓未来展望：地产仍是重要投资方向之一，关注政策的方向；经济承压情况下大部分行业景气度一般，寻找新能源中有性价比的机会，自下而上寻找景气度向上的标的","declarationDate":"2022-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:21:36.955Z","fund":{"_id":3000000006123,"stockCode":"006123","stockType":"fund","areaCode":"cn","market":"a","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-05T16:00:00.000Z","setUpScale":1219690000,"tickerId":6123,"custody":"中国工商银行股份有限公司","name":"国联高股息精选混合型证券投资基金","shortName":"国联高股息混合(006123)","fundSecondLevel":"hybrid","__csrcFundId":6580,"fundStatus":"normal","lastUpdated":"2026-04-30T20:01:13.205Z","masterFundFlag":1,"inceptionDate":"2019-09-25T16:00:00.000Z","fundCollectionId":4000050820000,"currency":"CNY","masterFundShortName":"国联高股息混合","pinyin":"glggxjxhhxzqtzjj","managers":[{"stockCode":"db20918939","stockType":"fund_manager","exchange":"fm","tickerId":403237430,"name":"杜超"},{"stockCode":"8801605712","stockType":"fund_manager","exchange":"fm","tickerId":2326180070,"name":"王喆"}]},"announcement":{"linkText":"中融高股息精选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=810683","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9607fea5b3eb04908d6","date":"2022-06-29T16:00:00.000Z","stockId":3000000006123,"sao":"上半年市场行情波动大，3月下旬逆周期政策落地低于预期，4月在上海疫情管控的影响下市场集中反应对于经济下行的担忧呈现单边下跌的走势，各板块均出现较大跌幅；进入5月市场意识到部分成长行业需求逻辑并未被破坏，部分子行业如光伏和储能在海外能源价格大幅上涨背景下景气度持续提升，悲观预期释放后，高景气行业开始持续反弹；5-6月汽车相关的供需两端的政策持续出台，推动汽车供应链恢复同时需求持续改善，6月单月汽车销量高增，带来汽车相关板块的快速反弹，汽车中的新技术以及有渗透率提高逻辑的环节如一体化压铸、空气悬架等走出了明显ALPHA；其他板块在经济承压背景下需求存在不确定性因此整体表现显著弱于新能源相关板块。二季度产品在保持高股息风格下适当加配成长板块如汽车、光伏、风电，但由于以传统风格高股息相关个股为主整体反弹幅度有限。","declarationDate":"2022-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:21:36.953Z","mo":"三季度政治局会议定调后市场对于逆周期政策预期出现明显回落，会更加专注于寻找高景气度的板块，后续会加大自下而上的研究力度，寻找估值合理的景气度有确定性的公司；煤炭旺季价格回落，短期对情绪有较大影响，但考虑四季度取暖季全球能源仍有供需不平衡的可能性会选择受益于海外能源价格维持高位的个股；同时会紧跟政策方向，逆周期稳定经济的政策仍有很大的空间和出台的必要，相关板块机构持仓情况处于历史低位，如果政策方向出现实质性改变，或会对相关板块加大布局力度。","fund":{"_id":3000000006123,"stockCode":"006123","stockType":"fund","areaCode":"cn","market":"a","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-05T16:00:00.000Z","setUpScale":1219690000,"tickerId":6123,"custody":"中国工商银行股份有限公司","name":"国联高股息精选混合型证券投资基金","shortName":"国联高股息混合(006123)","fundSecondLevel":"hybrid","__csrcFundId":6580,"fundStatus":"normal","lastUpdated":"2026-04-30T20:01:13.205Z","masterFundFlag":1,"inceptionDate":"2019-09-25T16:00:00.000Z","fundCollectionId":4000050820000,"currency":"CNY","masterFundShortName":"国联高股息混合","pinyin":"glggxjxhhxzqtzjj","managers":[{"stockCode":"db20918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等方向，而这些方向多数为高股息，符合产品主题。我们会在上述方向上相对均衡分散配置，力求降低产品净值波动幅度。","declarationDate":"2021-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:21:36.944Z","fund":{"_id":3000000006123,"stockCode":"006123","stockType":"fund","areaCode":"cn","market":"a","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-05T16:00:00.000Z","setUpScale":1219690000,"tickerId":6123,"custody":"中国工商银行股份有限公司","name":"国联高股息精选混合型证券投资基金","shortName":"国联高股息混合(006123)","fundSecondLevel":"hybrid","__csrcFundId":6580,"fundStatus":"normal","lastUpdated":"2026-04-30T20:01:13.205Z","masterFundFlag":1,"inceptionDate":"2019-09-25T16:00:00.000Z","fundCollectionId":4000050820000,"currency":"CNY","masterFundShortName":"国联高股息混合","pinyin":"glggxjxhhxzqtzjj","managers":[{"stockCode":"db20918939","stockType":"fund_manager","exchange":"fm","tickerId":403237430,"name":"杜超"},{"stockCode":"8801605712","stockType":"fund_manager","exchange":"fm","tickerId":2326180070,"name":"王喆"}]},"announcement":{"linkText":"中融高股息精选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=653020","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9607fea5b3eb04908d2","date":"2021-06-29T16:00:00.000Z","stockId":3000000006123,"sao":"二零二一年上半年全球疫情有所反复，流动性收紧预期有所回落，同时经济复苏态势良好，上证指数和创业板指均在一季度末的快速回落后在二季度有所反弹。基金管理人坚定看好经济复苏，以及这个过程中中国相关产业的竞争力和表现，维持了高仓位。上半年沪深300指数上涨0.24%，同期基金管理人基于高股息主题下，优选估值水平具有吸引力的优质顺周期行业龙头，重点配置了化工、建筑建材、消费、金融和高端制造等行业中的龙头公司，获得了相对沪深300的超额收益。","declarationDate":"2021-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:21:36.942Z","mo":"展望2021年下半年，我们认为，由于疫情反复影响，全球流动性仍保持较为宽松的状态；为了对冲疫情影响，国内财政政策有望发力；消费升级、新能源革命、高端制造业结构升级、国产替代等等结构性趋势显著。我们继续坚定看好A股市场的未来，仍将在高股息主题股票中，重点在消费、科技、新能源、高端制造等领域继续寻找景气度向上的细分行业及具有竞争优势的龙头公司的投资机会，并将从风险收益比的角度，持续优化组合的结构，力争中长期为持有人创造超越基准的回报。","fund":{"_id":3000000006123,"stockCode":"006123","stockType":"fund","areaCode":"cn","market":"a","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-05T16:00:00.000Z","setUpScale":1219690000,"tickerId":6123,"custody":"中国工商银行股份有限公司","name":"国联高股息精选混合型证券投资基金","shortName":"国联高股息混合(006123)","fundSecondLevel":"hybrid","__csrcFundId":6580,"fundStatus":"normal","lastUpdated":"2026-04-30T20:01:13.205Z","masterFundFlag":1,"inceptionDate":"2019-09-25T16:00:00.000Z","fundCollectionId":4000050820000,"currency":"CNY","masterFundShortName":"国联高股息混合","pinyin":"glggxjxhhxzqtzjj","managers":[{"stockCode":"db20918939","stockType":"fund_manager","exchange":"fm","tickerId":403237430,"name":"杜超"},{"stockCode":"8801605712","stockType":"fund_manager","exchange":"fm","tickerId":2326180070,"name":"王喆"}]},"announcement":{"linkText":"中融高股息精选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=632935","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9607fea5b3eb04908d1","stockId":3000000006123,"sao":"二零二一年一季度全球疫苗接种加速推进，主要经济体PMI均处于扩张区间，经济复苏态势良好，总体来说，顺周期板块相对表现更好。一季度沪深300指数下跌3.13%，本季度基金管理人基于高股息主题下，优选估值水平具有吸引力的优质顺周期行业龙头，重点配置了建筑建材、金融、工业制造等行业中的龙头公司，获得了相对沪深300的超额收益。二季度，除非国内政策立场或外部环境出现急剧逆转甚至恶化，我们预计市场大概率维持震荡的态势，应当存在阶段性的机会。后续基金管理人仍将在高股息主题股票中，精选景气度向上的细分行业及具有竞争优势的龙头公司的投资机会，并将从风险收益比的角度，持续优化组合的结构，力争中长期为持有人创造超越基准的回报。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:21:36.939Z","fund":{"_id":3000000006123,"stockCode":"006123","stockType":"fund","areaCode":"cn","market":"a","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-05T16:00:00.000Z","setUpScale":1219690000,"tickerId":6123,"custody":"中国工商银行股份有限公司","name":"国联高股息精选混合型证券投资基金","shortName":"国联高股息混合(006123)","fundSecondLevel":"hybrid","__csrcFundId":6580,"fundStatus":"normal","lastUpdated":"2026-04-30T20:01:13.205Z","masterFundFlag":1,"inceptionDate":"2019-09-25T16:00:00.000Z","fundCollectionId":4000050820000,"currency":"CNY","masterFundShortName":"国联高股息混合","pinyin":"glggxjxhhxzqtzjj","managers":[{"stockCode":"db20918939","stockType":"fund_manager","exchange":"fm","tickerId":403237430,"name":"杜超"},{"stockCode":"8801605712","stockType":"fund_manager","exchange":"fm","tickerId":2326180070,"name":"王喆"}]},"announcement":{"linkText":"中融高股息精选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=569447","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9607fea5b3eb04908d0","stockId":3000000006123,"sao":"2020年，虽然疫情对全球经济增速造成了重大的影响，但是在充裕的流动性助推下，全球股票市场普遍在波动中实现了上涨。在全球供应链格局重塑的一年中，中国制造业更是显现了极强的竞争优势，部分行业和公司更实现了在国际市场上从零到一的突破。2020年全年沪深300指数大涨27.21%，市场也出现了较多结构性的机会。本基金根据基金合同契约要求，重点配置了建筑建材、金融、家电、工业制造等等分红较为丰厚的行业，精选其中高股息的龙头公司，战胜了基金业绩比较基准。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:21:36.936Z","mo":"尽管2021年春节前后国内疫情出现了超预期的反复，但我们认为大规模再次爆发的概率极低，且春节期间国内制造业积极投产，消费复苏势头强劲。展望2021年，随着全球范围内疫苗接种的推进，全球经济活动都将逐步恢复。在流动性外松内平的大环境下，企业盈利的恢复和改善将成为2021年股票市场最为重要的驱动因素。基于此，我们仍然对股票市场保持相对积极的态度，并将继续寻找具有竞争优势的高股息龙头公司，长期投资、价值投资，力争为持有人持续创造超越业绩比较基准的收益。",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