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 在经济承压和流动性收紧的双重利空影响下，沪深300指数全年下跌-21.63%，恒生指数下跌-15.46%。消费、科技、制造、金融等多数行业普遍下跌，与通胀上行直接相关的化石能源等少数行业逆势上涨。  本基金的投资思路以自下而上为主，聚焦于朝阳行业的优质公司，重点配置了高端消费、电动车、医疗健康、互联网、电力运营、财富管理等方向具有核心竞争力的个股。由于对国内疫情和海外通胀的严重程度估计不足，持仓在这两方面风险上的暴露较多，业绩表现不理想。接下来我们将进一步加强对资本市场客观规律的研究和思考，自下而上和自上而下相结合，把宏观因素的影响更有效地融入到投资决策过程中，使投资思路更好地符合资本市场的运行规律。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:49:37.898Z","mo":"中国经济处于转型阶段，扩大内需和科技创新是政策长期支持的方向。展望2023年，随着疫情影响的消除，国内经济回升的动能正在积蓄，政策也有望为经济回升提供有力支持。欧美通胀水平可能已在顶部，美联储加息周期接近尾声，流动性环境有望边际改善。  短期看，受益于国内经济回升的行业可能会有较好的表现。长期看，符合扩大内需和科技创新大方向的行业具有更好的投资价值。  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