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续、需求增速是否转弱的争议已经持续了两年，但我们认为这仍然会是未来两年可能出现的重大转折点。国内经济面临转型关口，一方面以房地产为主的传统经济尚在触底的过程中，另一方面，我们必须承认，中国科技产业和泛先进制造业在海外各种长臂管辖和野蛮制裁下突破重重封锁，这几年取得了长足进步。判断市场或者行业走势是一件很艰难的事情，我们作为一只科技主题基金能做的就是努力在硬科技行业做出α，实现超额收益，来应对当下不确定性的市场。2025年我们仍将聚焦科技赛道，挖掘中长期的投资机会，争取为持有人创造良好的回报。","fund":{"_id":3000000010237,"__csrcFundId":8282,"stockCode":"010237","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10237,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:51.856Z","status":"normal","exchange":"jj","inceptionDate":"2020-10-29T16:00:00.000Z","name":"安信创新先锋混合型发起式证券投资基金","followedNum":5,"shortName":"安信创新先锋混合发起A","fundCollectionId":4000050700000,"currency":"CNY","masterFundShortName":"安信创新先锋混合发起","setUpDate":"2020-10-29T16:00:00.000Z","setUpAssetScale":199305247.58,"setUpShares":199305247.58,"pinyin":"axcxxfhhxfqszqtzjj","managers":[{"stockCode":"db20787926","stockType":"fund_manager","exchange":"fm","tickerId":262017212370,"name":"张天麒"}]},"announcement":{"linkText":"安信创新先锋混合型发起式证券投资基金2024年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1249955","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd707fea5b3eb04d9d07","date":"2024-09-29T16:00:00.000Z","stockId":3000000010237,"sao":"今年三季度，国内经济延续弱修复态势，科技板块在6/7月份的逆势反弹后从8月份开始也跟随进入调整，本基金也回撤较大，9月底市场迅速反弹，我们抓住了部分科创板和创业板的机会，有所表现。整个三季度，我们维持了对半导体设备/材料等板块的配置，同时减仓了存储板块，加仓了部分消费电子、光模块、芯片设计。我们一直以来看好部分半导体设备/材料公司，认为会受益于国产替代加速的大背景，预计会在未来两年看到突破性进展。随着三季度末国内政策转向积极，我们更加重视从内需视角发掘科技板块的投资机会，相关板块和标的有所加仓。　　在未来，我们将继续比较各个科技细分赛道的性价比，认真筛选标的，努力为投资者带来回报。我们将始终坚持以投资者利益为重，并严格控制风险，并根据市场变化不断调整投资策略。","declarationDate":"2024-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:38:56.444Z","fund":{"_id":3000000010237,"__csrcFundId":8282,"stockCode":"010237","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10237,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:51.856Z","status":"normal","exchange":"jj","inceptionDate":"2020-10-29T16:00:00.000Z","name":"安信创新先锋混合型发起式证券投资基金","followedNum":5,"shortName":"安信创新先锋混合发起A","fundCollectionId":4000050700000,"currency":"CNY","masterFundShortName":"安信创新先锋混合发起","setUpDate":"2020-10-29T16:00:00.000Z","setUpAssetScale":199305247.58,"setUpShares":199305247.58,"pinyin":"axcxxfhhxfqszqtzjj","managers":[{"stockCode":"db20787926","stockType":"fund_manager","exchange":"fm","tickerId":262017212370,"name":"张天麒"}]},"announcement":{"linkText":"安信创新先锋混合型发起式证券投资基金2024年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1170478","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd707fea5b3eb04d9d06","date":"2024-06-29T16:00:00.000Z","stockId":3000000010237,"sao":"今年上半年，高股息/红利板块表现较好，科技板块整体表现较差，但在剧烈震荡之下尚有个股机会，我们努力抓住了一些不错的个股，因此在反弹过程中相比主要科技板块指数获取了一定超额收益。整个上半年期间，我们维持了对半导体设备/材料等板块的配置，同时加仓了部分消费电子、光模块、利基型存储，同时关注军工可能存在的左侧机会。我们一直以来看好部分半导体设备/材料公司，认为这些公司会受益于国产替代加速的大背景，预计会在未来两年看到突破性进展。　　在未来，我们将继续比较各个科技细分赛道的性价比，认真筛选标的，努力为投资者带来回报。我们将始终坚持以投资者利益为重，严格控制风险，并根据市场变化不断调整投资策略。","declarationDate":"2024-07-17T16:00:00.000Z","lastUpdated":"2026-03-09T13:38:56.442Z","mo":"展望2024年下半年，海外加息逐步进入尾声，但降息节奏还不确定，美国经济韧性是否还能持续、需求增速是否转弱都有待观察；国内经济面临转型关口，改革带来的新的机遇，市场对经济结构转型期的挑战不乏担忧；美国大选临近，国际形势面临极大的不确定性。基于以上情况，我们认为目前判断市场或者行业走势是一件很艰难的事情，目前最大的确定事件可能就是未来的不确定性。我们更多希望努力在硬科技行业做出α，自下而上挖掘个股，实现超额收益，来应对当下不确定性的市场。　　2024年我们仍将聚焦科技赛道，挖掘中长期的投资机会，争取为持有人创造良好的回报。","fund":{"_id":3000000010237,"__csrcFundId":8282,"stockCode":"010237","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10237,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:51.856Z","status":"normal","exchange":"jj","inceptionDate":"2020-10-29T16:00:00.000Z","name":"安信创新先锋混合型发起式证券投资基金","followedNum":5,"shortName":"安信创新先锋混合发起A","fundCollectionId":4000050700000,"currency":"CNY","masterFundShortName":"安信创新先锋混合发起","setUpDate":"2020-10-29T16:00:00.000Z","setUpAssetScale":199305247.58,"setUpShares":199305247.58,"pinyin":"axcxxfhhxfqszqtzjj","managers":[{"stockCode":"db20787926","stockType":"fund_manager","exchange":"fm","tickerId":262017212370,"name":"张天麒"}]},"announcement":{"linkText":"安信创新先锋混合型发起式证券投资基金2024年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1142716","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd707fea5b3eb04d9d05","date":"2024-03-30T16:00:00.000Z","stockId":3000000010237,"sao":"今年一季度，市场经历了剧烈波动，本基金在维持高仓位的情况下做了一些持仓结构和个股的调整，抓住了一些好标的，因此在反弹过程中相比电子行业指数和同业获取了一定超额收益，但一季度还未实现正收益，还需继续努力。一季度期间，本基金维持了对半导体设备、半导体材料等板块的配置，同时配置了部分算力芯片、光模块、存储、消费电子、工业母机。我们一直以来看好部分半导体设备、材料公司，认为会受益于国产替代加速的大背景，我们预计会在未来两年有望看到突破性进展。　　在未来，我们将继续比较各个科技细分赛道的性价比，认真筛选标的，努力为投资者带来回报。我们将始终坚持以投资者利益为重，并严格控制风险，并根据市场变化不断调整投资策略。","declarationDate":"2024-04-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:38:56.439Z","fund":{"_id":3000000010237,"__csrcFundId":8282,"stockCode":"010237","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10237,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:51.856Z","status":"normal","exchange":"jj","inceptionDate":"2020-10-29T16:00:00.000Z","name":"安信创新先锋混合型发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会加大，但市场继续向上的方向不会有太大改变。我们对中国经济的相对优势、优秀中国企业的长期成长前景有着充分信心。   因此，2021年我们仍将聚焦科技赛道，挖掘中长期的投资机会，争取为持有人创造良好的回报。","fund":{"_id":3000000010237,"__csrcFundId":8282,"stockCode":"010237","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10237,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:51.856Z","status":"normal","exchange":"jj","inceptionDate":"2020-10-29T16:00:00.000Z","name":"安信创新先锋混合型发起式证券投资基金","followedNum":5,"shortName":"安信创新先锋混合发起A","fundCollectionId":4000050700000,"currency":"CNY","masterFundShortName":"安信创新先锋混合发起","setUpDate":"2020-10-29T16:00:00.000Z","setUpAssetScale":199305247.58,"setUpShares":199305247.58,"pinyin":"axcxxfhhxfqszqtzjj","managers":[{"stockCode":"db20787926","stockType":"fund_manager","exchange":"fm","tickerId":262017212370,"name":"张天麒"}]},"announcement":{"linkText":"安信创新先锋混合型发起式证券投资基金2020年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=551735","linkType":"PDF","source":"csrc_pdf"}}]}