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开支展望，也预示着未来AI领域仍是重要的创新阵地。此外，民营企业家座谈会同时也是释放出了非常积极的信号，中央充分肯定民营经济发展取得的重大成就和为国家经济社会发展作出的重要贡献，强调要正确认识民营经济发展面临的机遇和挑战，对当前和今后一个时期促进民营经济健康发展、高质量发展作了全面部署，有效的提振信心、稳定市场预期，并为来年的经济发展积蓄力量。　　资金面：外部环境来看，美债利率下行，国内央行持续推动降准降息，我们判断整体资金环境有望维持友好的态势。　　展望未来，制造业是我国的重要产业支柱，随着高质量发展的深入推进，相信未来会有越来越多的优质制造公司能将国内的成功推广到国际市场上，构成拉动我们经济的重要力量。今年美国在关税领域会对我们进出口形成不确定因素，我们密切关注应对。A股目前的估值处于历史低位水平，行业配置上我们仍将秉持适度均衡的策略，在科技与高股息等领域适度超配，力求获得合理的超额收益。","declarationDate":"2025-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:27:03.435Z","fund":{"_id":3000000007388,"__csrcFundId":7682,"stockCode":"007388","name":"摩根研究驱动股票型证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":7388,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-04-30T20:41:45.251Z","status":"normal","exchange":"jj","shortName":"摩根研究驱动股票(007388)","inceptionDate":"2020-06-11T16:00:00.000Z","followedNum":3,"fundCollectionId":4000050380000,"currency":"CNY","masterFundShortName":"摩根研究驱动股票","setUpDate":"2020-06-11T16:00:00.000Z","setUpAssetScale":334680494.96,"setUpShares":334680494.96,"pinyin":"mgyjqdgpxzqtzjj","managers":[{"stockCode":"8801605740","stockType":"fund_manager","exchange":"fm","tickerId":262412186540,"name":"朱晓龙"}]},"announcement":{"linkText":"摩根研究驱动股票型证券投资基金2025年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1277080","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaa77fea5b3eb04a799b","date":"2024-12-30T16:00:00.000Z","stockId":3000000007388,"sao":"2024年度，A股整体呈先抑后扬走势，以申万行业分类统计来看，银行、电子、商业贸易、汽车、通信表现相对靠前；医药生物、食品饮料、农林牧渔、休闲服务、建筑材料表现相对落后。基本面：2024年全年顺利实现了5%的经济增长目标，尤其是9月24日以来的稳增长政策，在地产销售、耐用品消费、城市基建等领域我们看到了积极效果，形成下半年的经济平稳的贡献力量。这些信号让我们对2025年进一步政策对经济支持有期待，从9月底政治局会议的表态看，我们明显看到了高层对经济的切实关切，中央明确财政政策在逆周期调节中的必要性、重要性，明确要促进房地产市场止跌回稳，后面持续性的逆周期调节动力和措施有望增强，我们已经看到“以旧换新”政策的延续，未来还有更多经济支持政策值得期待。如果这些措施能有力落实，无疑会对未来经济增长形成强有力的推动。资金面：外部环境来看，美债利率下行，国内央行持续推动降准降息，我们判断整体资金环境会维持友好的态势。","declarationDate":"2025-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:27:03.432Z","mo":"展望未来，制造业是我国的重要产业支柱，随着高质量发展的深入推进，相信未来会有越来越多的优质制造公司能将国内的成功推广到国际市场上，构成拉动我们经济的重要力量，我国出口型企业仍面临大的舞台机遇。A股目前的估值处于历史低位水平，在目前估值水平下，从选股的角度，我们发现不论是高股息板块还是科技成长板块，都具有值得深度挖掘的机会。此外，消费领域有望成为补贴政策重点支持的领域，我们会对这一领域保持关注。关于基金运作，2024年9月份政治局会议之前，本基金重点配置高股息红利方向为主，政治局会议之后，随着稳定经济的政策与预期的抬升，本基金开始加大顺周期及科技方向的配置。在个股配置方面，未来本基金将沿着成长性与估值相对匹配的公司进行选股配置。在行业配置上，坚持较为均衡的行业配置思路，追求通过选股获取合理的超额收益。","fund":{"_id":3000000007388,"__csrcFundId":7682,"stockCode":"007388","name":"摩根研究驱动股票型证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":7388,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-04-30T20:41:45.251Z","status":"normal","exchange":"jj","shortName":"摩根研究驱动股票(007388)","inceptionDate":"2020-06-11T16:00:00.000Z","followedNum":3,"fundCollectionId":4000050380000,"currency":"CNY","masterFundShortName":"摩根研究驱动股票","setUpDate":"2020-06-11T16:00:00.000Z","setUpAssetScale":334680494.96,"setUpShares":334680494.96,"pinyin":"mgyjqdgpxzqtzjj","managers":[{"stockCode":"8801605740","stockType":"fund_manager","exchange":"fm","tickerId":262412186540,"name":"朱晓龙"}]},"announcement":{"linkText":"摩根研究驱动股票型证券投资基金2024年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1255939","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaa77fea5b3eb04a799a","date":"2024-09-29T16:00:00.000Z","stockId":3000000007388,"sao":"2024年第三季度，A股整体先抑后扬走势，以申万行业分类统计来看非银金融、房地产、计算机、综合、商业贸易表现相对靠前；采掘、公用事业、农林牧渔、建筑装饰、有色金属表现相对落后。基本面：商品消费、出口仍支撑生产韧性，建筑施工、地产成交同比继续走弱。经济板块的景气度上，我们观察到是出口、商品消费、二手房成交这样的排序，但从9月底政治局会议的表态看，我们明显看到了高层对经济的切实关切，年内后面几个月逆周期调节动力和措施有望增强。明确财政政策在逆周期调节中的必要性、重要性，明确要促进房地产市场止跌回稳，如果这些措施能有力落实，无疑会对未来经济增长形成强有力的推动。资金面：外部环境来看，市场已经在交易美债利率下行，未来有望逐步看到外部金融条件改善；国内情况来看，央行持续推动降准，下调存量地产利率，我们判断整体资金环境会维持友好的态势。展望未来，制造业是我国的重要产业支柱，随着高质量发展的深入推进，相信未来会有越来越多的优质制造公司能将国内的成功推广到国际市场上，构成拉动我们经济的重要力量，我国出口型企业仍面临大的舞台机遇。A股目前的估值处于历史低位水平，在目前估值水平下，从选股的角度，我们发现不论是高股息板块还是科技成长板块，都具有值得深度挖掘的相关细分。此外，高端制造、产业升级是我国经济未来提升全球竞争力的重要突破领域，我们仍将保持持续关注，力争分享经济提质带来的红利。关于基金运作，在个股配置方面，未来本基金将加大各行业中成长性与估值相对匹配的公司进行配置。在行业配置上，我们坚持较为均衡的行业配置思路，追求通过选股获取合理的超额收益。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:27:03.430Z","fund":{"_id":3000000007388,"__csrcFundId":7682,"stockCode":"007388","name":"摩根研究驱动股票型证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":7388,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-04-30T20:41:45.251Z","status":"normal","exchange":"jj","shortName":"摩根研究驱动股票(007388)","inceptionDate":"2020-06-11T16:00:00.000Z","followedNum":3,"fundCollectionId":4000050380000,"currency":"CNY","masterFundShortName":"摩根研究驱动股票","setUpDate":"2020-06-11T16:00:00.000Z","setUpAssetScale":334680494.96,"setUpShares":334680494.96,"pinyin":"mgyjqdgpxzqtzjj","managers":[{"stockCode":"8801605740","stockType":"fund_manager","exchange":"fm","tickerId":262412186540,"name":"朱晓龙"}]},"announcement":{"linkText":"摩根研究驱动股票型证券投资基金2024年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1179890","linkType":"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