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本基金是指数增强型产品，控制跟踪误差，在绝大多数情况下都不会落后指数太多，是我们的第一要务。 本基金的策略是选择那些能够持续创造价值并且估值合理的优秀公司，在控制跟踪误差的前提下，用它们来替代相同类型的成分股。这些优秀公司可能是成份股，也可能是非成份股。有一些成份股可能找不到我们认可的、相同类型的优秀公司，则不进行替代，保持它在指数里的权重。    本基金仅利用多因子模型来解释波动和控制跟踪误差，而不是用它来预测收益和选股。从长期回报的角度来说，股票的收益来源只能来自于公司长期经营的积累。那些能够持续创造价值的优秀公司，它们的平均回报要高过市场的平均回报。所谓优秀公司，指的是从生意和商业逻辑的角度，通过深度研究筛选出来的能够持续创造超额价值的公司。这个筛选过程是基于个案的深度研究驱动，而不是量化指标驱动。量化指标仅是历史结果，我们希望通过深度研究理解造就优秀的原因，以及是否可以持续。   在控制跟踪误差方面，我们基于聚类分析和因子分析，对股票进行重新分类，并约束“类中性”，而不是同行用的因子中性和行业中性。最终合意的增强组合，是求解一个数学规划问题，目标是最大化预期的超额回报，同时最小化跟踪误差。  本基金的超额收益来源主要体现在两方面：一是用处于合理估值范围的优秀公司替代平庸的、并且是同类型的成份股公司。从长期来看，以合理价格持有优秀公司获得的回报要高于平庸公司的回报。二是指数编制决定了成交越活跃、市值越大的股票越容易进入指数，但并没有考虑成份股公司是否有持续创造价值的能力，且成分股按照市值加权，成份股涨幅越大、市值越大权重就越大，所以我们会改变投资组合权重的决定方式，综合考虑预期回报和跟踪误差的约束，而不是按照市值加权。   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国内政策持续发力，专项债扩容、消费专项行动等政策推动社零数据修复，家电、新能源汽车等耐用品消费保持较高增速。主题轮动特征明显, 银行等传统高股息板块跑输科技成长主线，AI算力和应用、人形机器人等涨幅较大。 本基金是指数增强型产品，控制跟踪误差，在绝大多数情况下都不会落后指数太多，是我们的第一要务。 本基金的策略是选择那些能够持续创造价值并且估值合理的优秀公司，在控制跟踪误差的前提下，用它们来替代相同类型的成分股。这些优秀公司可能是成份股，也可能是非成份股。有一些成份股可能找不到我们认可的、相同类型的优秀公司，则不进行替代，保持它在指数里的权重。    本基金仅利用多因子模型来解释波动和控制跟踪误差，而不是用它来预测收益和选股。从长期回报的角度来说，股票的收益来源只能来自于公司长期经营的积累。那些能够持续创造价值的优秀公司，它们的平均回报要高过市场的平均回报。所谓优秀公司，指的是从生意和商业逻辑的角度，通过深度研究筛选出来的能够持续创造超额价值的公司。这个筛选过程是基于个案的深度研究驱动，而不是量化指标驱动。量化指标仅是历史结果，我们希望通过深度研究理解造就优秀的原因，以及是否可以持续。   在控制跟踪误差方面，我们基于聚类分析和因子分析，对股票进行重新分类，并约束“类中性”，而不是同行用的因子中性和行业中性。最终合意的增强组合，是求解一个数学规划问题，目标是最大化预期的超额回报，同时最小化跟踪误差。  本基金的超额收益来源主要体现在两方面：一是用处于合理估值范围的优秀公司替代平庸的、并且是同类型的成份股公司。从长期来看，以合理价格持有优秀公司获得的回报要高于平庸公司的回报。二是指数编制决定了成交越活跃、市值越大的股票越容易进入指数，但并没有考虑成份股公司是否有持续创造价值的能力，且成分股按照市值加权，成份股涨幅越大、市值越大权重就越大，所以我们会改变投资组合权重的决定方式，综合考虑预期回报和跟踪误差的约束，而不是按照市值加权。   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分类下的一致性，从而有效控制跟踪误差。从基金的实际业绩表现来看，全年基金跟踪误差控制保持低位；投资超额收益的角度来看，上半年未能取得投资超额收益，下半年取得了幅度不大的超额收益。","declarationDate":"2024-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:30:28.177Z","mo":"2023年证券市场的羸弱表现大大超出我们年初的预期，也击穿了许多投资者的心理预期。总结下来，对股市的悲观预期主要来自对宏观经济的不看好，归结下来主要包括以下方面的担心或疑虑：对出生率快速下降，伴随人口老龄化，人口红利消失担忧；对民营企业发展受限，经济活力下降的担忧；对房地产及建筑产业进入长期衰退，拖累经济下行的担忧；对投资收益断崖下滑，资产泡沫破裂，类似三十年前日本的“资产负债表衰退”的担忧；对西方国家科技与经济与中国“脱钩”，中国产业升级受困，出口衰退的担忧。对于这些担忧，经过理智的分析，我们认为，其中有些真问题，但已经在市场得到了相当充分甚至过头的反应，有些担心存在误读国家制度政策或者过度悲观的解读的倾向。我们认为人口出生率下降和老龄化是事实,但对经济的影响是非常渐进的过程。人口结构改变的不是突发事件，对于决策层而言，有足够的时间去采取应对措施避免对经济的负面影响。关于民营企业经营状况的担心，我们认为存在一些对政策的曲解误读，当然我们也发现民营企业目前的确面临不小的困难，对民企的歧视也局部存在。但正如经济学家林毅夫所指出的：民营企业的困境更多是经济增速下滑的结果，而不是经济增速下滑的原因。民营企业所在的竞争性较强的行业，更容易受到经济下滑的拖累。房地产及建筑业的下滑实际上是国家产业转型必然要面对和克服的问题，我们认为并不会因此拖累经济长期下行；反而我们认为应该更加关注产业转型中数字经济与人工智能等新产业带来的产业革命，能否为中国经济带来新的动力。此外，中国与三十年前日本的实际经济环境、制度逻辑等都有很多的不同，我们并不认为中国重蹈日本的覆辙有多大的可能性。至于中西方“脱钩”的担心，我们认为只要我们自身坚持改革和开放，这并不太可能成为一个真问题。综上所述，站在目前的时点上，我们认为尽管宏观经济目前有这样或那样的困难，但证券市场的反应依然是明显的过度了，我们继续乐观预期2024年的市场表现，尤其乐观预期新能源、科技、消费等行业的估值回复。","fund":{"_id":3000000008238,"__csrcFundId":7250,"stockCode":"008238","name":"中泰沪深300指数增强型证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":8238,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-07-03T17:13:56.219Z","status":"normal","exchange":"jj","inceptionDate":"2020-03-31T16:00:00.000Z","shortName":"中泰沪深300指数增强(008238)","followedNum":18,"fundCollectionId":4000051790000,"currency":"CNY","masterFundShortName":"中泰沪深300指数增强","setUpDate":"2020-03-31T16:00:00.000Z","setUpAssetScale":225312271.77,"setUpShares":225312271.77,"pinyin":"zths300zszqxzqtzjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"indexFundFlag":1,"indexId":1000000000300,"managers":[{"stockCode":"8801622401","stockType":"fund_manager","exchange":"fm","tickerId":2623191120,"name":"邹巍"},{"stockCode":"db20059797","stockType":"fund_manager","exchange":"fm","tickerId":122507221120,"name":"李玉刚"}]},"announcement":{"linkText":"中泰沪深300指数增强型证券投资基金2023年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1047416","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecb747fea5b3eb04b5dd8","date":"2023-09-29T16:00:00.000Z","stockId":3000000008238,"sao":"2023年三季度，沪深300指数在期初略有上涨后即重新进入下行通道运行，指数季度期初3842点，到季度末收盘为3689点，整个季度最高达到4064点。指数年化波动率为14%，继续维持上个季度的低波动特征，所有指数成分股的总成交量也与上个季度相差不大，处于历史低位。另外，从中证各一级行业在本季度的表现来看，能源与金融行业本季度出现小幅度上涨，电信、传统工业与信息业出现比较明显的下跌，其他行业与上季度末基本持平。 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%，相对处于历史较低波动水平。从中证指数细分行业半年的表现看，上半年沪深300成分股中通信、信息、能源行业出现较大幅度上涨，其余行业则出现下跌，地产与医药行业跌幅最大。上半年，本基金除了在股票的分类标注技术方面做了一定优化外，基本投资的策略与方法未作调整。投资逻辑上我们依然坚持认为股票的投资回报最终只能来源于公司的长期经营积累,应该以合理的价格持有那些能持续创造超额价值的优秀公司，其平均回报要高于市场平均回报。投资过程中我们坚持以跟踪指数为基础的相对保守的主动性投资策略。从基金的实际业绩表现来看，上半年基金跟踪误差控制依然保持很好；从投资收益的角度来看，上半年一季度小幅度跑输业绩基准，到第二季度则获得一定的超额收益；综合下来看整个上半年基本与业绩基准持平。","declarationDate":"2023-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:30:28.172Z","mo":"进入2023年，中国经济活动从疫情的低水平上开始持续恢复，各行业都呈现复苏态势，但在经历一季度较为显著的复苏之后，中国经济在第二季度在其他各种不利因素的作用下承压态势明显。主要表现为出口增长的显著下降；投资方面，私营企业投资信心不足，就业压力加大；消费端，CPI与PPI都整体处于低位，社会消费品零售总额虽有增长，但5月也出现明显回落。从目前的情况来看，在经济增长放缓已成定局的情况下，证券市场的存量博弈也许将不可避免。但我们也必须看到，目前A股市场的估值水平应该已经充分反映了这些悲观预期，目前的时点上不少优质公司股价反而都处在适宜投资的位置。因此，我们预期在目前状态下，下半年证券市场的投资机会依然存在，当然依然是结构性的。我们认为，数字经济与人工智能带来的产业革命，是未来应该重点关注的方向。","fund":{"_id":3000000008238,"__csrcFundId":7250,"stockCode":"008238","name":"中泰沪深300指数增强型证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":8238,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-07-03T17:13:56.219Z","status":"normal","exchange":"jj","inceptionDate":"2020-03-31T16:00:00.000Z","shortName":"中泰沪深300指数增强(008238)","followedNum":18,"fundCollectionId":4000051790000,"currency":"CNY","masterFundShortName":"中泰沪深300指数增强","setUpDate":"2020-03-31T16:00:00.000Z","setUpAssetScale":225312271.77,"setUpShares":225312271.77,"pinyin":"zths300zszqxzqtzjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"indexFundFlag":1,"indexId":1000000000300,"managers":[{"stockCode":"8801622401","stockType":"fund_manager","exchange":"fm","tickerId":2623191120,"name":"邹巍"},{"stockCode":"db20059797","stockType":"fund_manager","exchange":"fm","tickerId":122507221120,"name":"李玉刚"}]},"announcement":{"linkText":"中泰沪深300指数增强型证券投资基金2023年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=955460","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecb747fea5b3eb04b5dd6","date":"2023-03-30T16:00:00.000Z","stockId":3000000008238,"sao":"2023年一季度，随疫情管控放开，市场信心有所恢复，沪深300指数整体上呈现温和上涨的状态，指数期初3872点，到季度末收盘为4051点，整个季度最高达到4268点。指数年化波动率为13%，指数的波动率比上个季度有明显的回落。从中证各一级行业在本季度的表现来看，通信、信息技术、能源行业本季度取得较大幅度的上涨，而地产在本季度出现明显下跌，金融行业也小幅下跌。 本季度以来，本基金除了技术层次上的优化，投资策略保持不变，依然坚持相对保守的主动性投资策略。从基金的实际业绩表现来看，本季度本基金跟踪误差控制依然保持很好；遗憾的是本基金本季度业绩表现稍稍弱于业绩比较基准。原因主要在于我们主动优选的价值股本季度依旧没能创造超越指数的收益，但我们依然坚持长期的价值投资逻辑，短时段上这种波动应该主动承受。在接下来的投资操作上，我们将依靠公司的权益研究团队对本基金优化选择的价值股进行更多细化研究，坚持价值逻辑来优化选股，同时我们将严格坚持量化方法进行跟踪误差约束，坚持相对保守的投资增强策略，在跟踪误差可控前提下为投资者创造超额收益。","declarationDate":"2023-04-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:30:28.170Z","fund":{"_id":3000000008238,"__csrcFundId":7250,"stockCode":"008238","name":"中泰沪深300指数增强型证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":8238,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-07-03T17:13:56.219Z","status":"normal","exchange":"jj","inceptionDate":"2020-03-31T16:00:00.000Z","shortName":"中泰沪深300指数增强(008238)","followedNum":18,"fundCollectionId":4000051790000,"currency":"CNY","masterFundShortName":"中泰沪深300指数增强","setUpDate":"2020-03-31T16:00:00.000Z","setUpAssetScale":225312271.77,"setUpShares":225312271.77,"pinyin":"zths300zszqxzqtzjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"indexFundFlag":1,"indexId":1000000000300,"managers":[{"stockCode":"8801622401","stockType":"fund_manager","exchange":"fm","tickerId":2623191120,"name":"邹巍"},{"stockCode":"db20059797","stockType":"fund_manager","exchange":"fm","tickerId":122507221120,"name":"李玉刚"}]},"announcement":{"linkText":"中泰沪深300指数增强型证券投资基金2023年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=879259","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecb747fea5b3eb04b5dd5","date":"2022-12-30T16:00:00.000Z","stockId":3000000008238,"sao":"2022年，是经济受疫情拖累的第三年，沪深300指数在今年出现了比较大幅度的回调，指数年初4940点，年末下跌到3871点，全年虽然出现过两次反弹，但都没能改变市场的整体颓势。作为一只在跟踪指数基础上获取一定超额收益的基金产品，我们全年采取的策略没有太大的变化，依旧以量化方法约束跟踪误差，通过有限度的优化指数中的股票权重力求获得一定超额收益。从今年实际运行的结果来看，本基金有效地维持了对指数的有效跟踪，全年跟踪误差保持得非常理想。与此同时，也获得了一定的超额收益。从全年的情况来回顾，超额收益主要是前三季度获得。未来的投资过程中，我们将依旧保持我们的跟踪约束量化方法，在对股票组合的优化方面，我们将依旧秉持价值投资理性逻辑，继续优化已有的选股逻辑，力求在保持对指数的有效跟踪的基础上能进一步提高超额收益。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:30:28.167Z","mo":"2023年，随着去年疫情管控措施的放开，同时政府在“保经济”方面采取了一系列的措施，我们看到经济活动明显的回升，因此，我们预期2023年短期内中国经济将在去年低基数的水平上取得明显的好转，同时也对短期内股市与债市有乐观预期。但从长期的角度看，我们还应看到许多负面因素带来的不确定性。一是全球性的经济衰退并没有结束，国际政治环境也充满各种不确定性。第二方面则是中国2022年已真实进入人口负增长的阶段，同时伴随人口老龄化，无疑也给投资者信心带来影响。第三方面，由于许多结构性的矛盾，内需没有完全释放，经济的拉动还依赖于投资和出口。综合考虑，我们认为大概率上2023年股市的表现应该好于2022年，从结构上来看，我们更关注于中国经济转型中起引领作用的新能源、科技等相关新兴产业，以及中短期内经济恢复受益的消费行业。","fund":{"_id":3000000008238,"__csrcFundId":7250,"stockCode":"008238","name":"中泰沪深300指数增强型证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":8238,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-07-03T17:13:56.219Z","status":"normal","exchange":"jj","inceptionDate":"2020-03-31T16:00:00.000Z","shortName":"中泰沪深300指数增强(008238)","followedNum":18,"fundCollectionId":4000051790000,"currency":"CNY","masterFundShortName":"中泰沪深300指数增强","setUpDate":"2020-03-31T16:00:00.000Z","setUpAssetScale":225312271.77,"setUpShares":225312271.77,"pinyin":"zths300zszqxzqtzjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"indexFundFlag":1,"indexId":1000000000300,"managers":[{"stockCode":"8801622401","stockType":"fund_manager","exchange":"fm","tickerId":2623191120,"name":"邹巍"},{"stockCode":"db20059797","stockType":"fund_manager","exchange":"fm","tickerId":122507221120,"name":"李玉刚"}]},"announcement":{"linkText":"中泰沪深300指数增强型证券投资基金2022年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=863054","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecb747fea5b3eb04b5dd4","date":"2022-09-29T16:00:00.000Z","stockId":3000000008238,"sao":"本年三季度，市场继续受到新冠疫情及防控带来的不确定性的影响，沪深300指数期初4485点，基本上呈单边下跌的趋势，季度末下跌到3805点。指数年化波动率13%，出现比较明显下降，这也反映了投资者面对不确定性的谨慎态度导致市场热度的降低。从中证指数细分行业本季度的表现来看，除了能源行业出现上涨外，其余行业基本都出现下跌。信息科技、医药、工业、材料、可选消费季度跌幅都超过15%。本季度，本基金依然坚持相对保守的投资策略。基金的实际表现上，本季度基金获得了一定的超额收益。与此同时，相对于业绩基准的跟踪误差控制非常好（年化1.15%）。我们预期中短期内，经济形势难以得到根本好转。作为指数基金，我们将坚持严格跟踪误差约束方法，坚持相对保守的投资增强进取策略，以价值逻辑来优化持仓，力求在跟踪误差可控前提下为投资者获得投资收益。","declarationDate":"2022-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:30:28.164Z","fund":{"_id":3000000008238,"__csrcFundId":7250,"stockCode":"008238","name":"中泰沪深300指数增强型证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":8238,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-07-03T17:13:56.219Z","status":"normal","exchange":"jj","inceptionDate":"2020-03-31T16:00:00.000Z","shortName":"中泰沪深300指数增强(008238)","followedNum":18,"fundCollectionId":4000051790000,"currency":"CNY","masterFundShortName":"中泰沪深300指数增强","setUpDate":"2020-03-31T16:00:00.000Z","setUpAssetScale":225312271.77,"setUpShares":225312271.77,"pinyin":"zths300zszqxzqtzjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"indexFundFlag":1,"indexId":1000000000300,"managers":[{"stockCode":"8801622401","stockType":"fund_manager","exchange":"fm","tickerId":2623191120,"name":"邹巍"},{"stockCode":"db20059797","stockType":"fund_manager","exchange":"fm","tickerId":122507221120,"name":"李玉刚"}]},"announcement":{"li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另一方面，随着经济活动回归正常，经济复苏将是2021年最大的看点。 在此宏观经济背景下，我们预计证券市场将会持续2020年以来的牛市格局，从微观上看，个股走势分化可能会加剧，呈现出结构性牛市的特征。","fund":{"_id":3000000008238,"__csrcFundId":7250,"stockCode":"008238","name":"中泰沪深300指数增强型证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":8238,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-07-03T17:13:56.219Z","status":"normal","exchange":"jj","inceptionDate":"2020-03-31T16:00:00.000Z","shortName":"中泰沪深300指数增强(008238)","followedNum":18,"fundCollectionId":4000051790000,"currency":"CNY","masterFundShortName":"中泰沪深300指数增强","setUpDate":"2020-03-31T16:00:00.000Z","setUpAssetScale":225312271.77,"setUpShares":225312271.77,"pinyin":"zths300zszqxzqtzjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"indexFundFlag":1,"indexId":1000000000300,"managers":[{"stockCode":"8801622401","stockType":"fund_manager","exchange":"fm","tickerId":2623191120,"name":"邹巍"},{"stockCode":"db20059797","stockType":"fund_manager","exchange":"fm","tickerId":122507221120,"name":"李玉刚"}]},"announcement":{"linkText":"中泰沪深300指数增强型证券投资基金2020年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=550590","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecb747fea5b3eb04b5dcc","stockId":3000000008238,"sao":"7月初，由于市场乐观情绪释放，沪深300指数短期出现大幅的上扬行情，以后在本季度大部分时间里，沪深300指数都在4500-4900点的平台区间内震荡运行。此外，三季度沪深300指数的不同行业表现也出现了比较明显的分化，汽车、媒体、食品等行业涨幅明显，而银行、地产、软件服务等行业则表现弱势。由于标的指数的上涨，本基金在本季度取得了跟踪指数带来的不错的绝对收益。同时在报告期内，本基金利用持仓参与新股申购，取得不错的收益。此外，积极投资方面，我们严格按照价值逻辑高配价值股，同时利用量化方法约束跟踪误差风险，投资组合取得了一定的超额收益，跟踪误差控制在一个合理的水平。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-27T16:00:00.000Z","lastUpdated":"2026-03-09T13:30:28.141Z","fund":{"_id":3000000008238,"__csrcFundId":7250,"stockCode":"008238","name":"中泰沪深300指数增强型证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":8238,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-07-03T17:13:56.219Z","status":"normal","exchange":"jj","inceptionDate":"2020-03-31T16:00:00.000Z","shortName":"中泰沪深300指数增强(008238)","followedNum":18,"fundCollectionId":4000051790000,"currency":"CNY","masterFundShortName":"中泰沪深300指数增强","setUpDate":"2020-03-31T16:00:00.000Z","setUpAssetScale":225312271.77,"setUpShares":225312271.77,"pinyin":"zths300zszqxzqtzjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"indexFundFlag":1,"indexId":1000000000300,"managers":[{"stockCode":"8801622401","stockType":"fund_manager","exchange":"fm","tickerId":2623191120,"name":"邹巍"},{"stockCode":"db20059797","stockType":"fund_manager","exchange":"fm","tickerId":122507221120,"name":"李玉刚"}]},"announcement":{"linkText":"中泰沪深300指数增强型证券投资基金2020年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=489986","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecb747fea5b3eb04b5dcb","stockId":3000000008238,"sao":"2020年开年，新型冠状病毒疫情来袭，由于政府和社会及时采取了有效的隔离措施，中国很快控制了疫情。目前，国内的基本经济社会活动基本恢复，相对于全球其它经济体而言，优势非常明显。从市场上来看， A股市场在疫情发生后短暂下跌后随即展开反弹，另外在货币相对宽松的环境下，股票市场在上半年整体有非常好的表现。本基金在国内疫情基本结束后的4月初发行结束开始运作，时点上正好赶上本轮上涨行情的初期，本报告期基金取得了跟踪指数带来的不错的绝对收益。在报告期内，本基金采用基于价值逻辑与跟踪误差风险约束相结合的量化方法选择投资标的， 上半年取得了少许的超额收益，跟踪误差也控制在一个较低的水平。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:30:28.139Z","mo":"展望下半年，由于全球疫情还处在上升阶段，全球性的经济恢复更是遥遥无期，中国也面临输入疫情的压力，同时中美贸易摩擦等不确定性因素也难有确定性的预期。另一方面， 由于各国都采取了相对宽松的货币政策，以刺激实体经济复苏，在货币宽裕的情况下，资产价格有望保持强势。综合考虑下来，我们认为下半年保持谨慎乐观的投资策略是比较稳妥的。另外，随着国家新一轮基础建设的加速，以5G、数据中心、智能计算、物联网等为代表的新技术基础设施相关行业，有望获得较好的发展机遇。同时，为突破美国政府对中国的技术封锁， 高科技产业也有望获得国家政策的持续支持。这些都是未来一段时间需要重点关注的行业机会。","fund":{"_id":3000000008238,"__csrcFundId":7250,"stockCode":"008238","name":"中泰沪深300指数增强型证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":8238,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-07-03T17:13:56.219Z","status":"normal","exchange":"jj","inceptionDate":"2020-03-31T16:00:00.000Z","shortName":"中泰沪深300指数增强(008238)","followedNum":18,"fundCollectionId":4000051790000,"currency":"CNY","masterFundShortName":"中泰沪深300指数增强","setUpDate":"2020-03-31T16:00:00.000Z","setUpAssetScale":225312271.77,"setUpShares":225312271.77,"pinyin":"zths300zszqxzqtzjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"indexFundFlag":1,"indexId":1000000000300,"managers":[{"stockCode":"8801622401","stockType":"fund_manager","exchange":"fm","tickerId":2623191120,"name":"邹巍"},{"stockCode":"db20059797","stockType":"fund_manager","exchange":"fm","tickerId":122507221120,"name":"李玉刚"}]},"announcement":{"linkText":"中泰沪深300指数增强型证券投资基金2020年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=448269","linkType":"PDF","source":"csrc_pdf"}}]}