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政策方面，央行继续坚持落实落细适度宽松的货币政策，加强逆周期调节。中央也配套出台了一系列产业支持政策，发布了《国务院关于深入实施“人工智能+”行动的意见》，意在提升国内在国际人工智能竞争中的领先地位，促进产业结构的转型升级。三季度A股主要指数大幅上行，其中创业板指和科创板指涨幅在全球主要股指中排名前列。中国在人工智能和全球制造业产业链中的地位不断提升，三季度科技板块和资源板块表现出色，通信设备、半导体、人工智能等板块不断创历史新高。受到市场整体风险偏好的提升，前期涨幅较好的银行板块表现低迷，消费、旅游等板块也落后指数表现，投资者对消费的信心仍待进一步修复。报告期内，本基金权益仓位变化不大，基于景气度因子和价量因子不断筛选被低估的成长弹性品种进行构建组合。","lastUpdated":"2026-03-09T13:10:32.441Z","fund":{"_id":3000000002802,"stockCode":"002802","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-11-05T16:00:00.000Z","setUpScale":250123000,"market":"a","tickerId":2802,"custody":"中国建设银行股份有限公司","name":"广发成长智选混合型证券投资基金","shortName":"广发成长智选混合A","fundSecondLevel":"hybrid","__csrcFundId":4904,"fundStatus":"normal","lastUpdated":"2025-11-30T23:32:00.708Z","masterFundFlag":1,"inceptionDate":"2017-12-10T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发成长智选混合","pinyin":"gfczzxhhxzqtzjj","managers":[{"stockCode":"db20910481","stockType":"fund_manager","exchange":"fm","tickerId":2523239920,"name":"易威"},{"stockCode":"j101020842","stockType":"fund_manager","exchange":"fm","tickerId":82503268020,"name":"胡英粲"}]},"announcement":{"linkText":"广发东财大数据精选灵活配置混合型证券投资基金2025年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1372780","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6c87fea5b3eb045eaac","date":"2025-06-29T16:00:00.000Z","stockId":3000000002802,"sao":"上半年，国内经济维持在低位平稳状态，部分PMI和社零的子项出现小幅度回暖，可持续性仍需进一步观察。价格指标如CPI和PPI等仍然在低位运行，全国二手房价格仍然在寻底，但部分重点城市的土拍数据已经转好。海外方面，特朗普的关税政策出现显著变化，4月初对全球做出高关税姿态，后来因为金融市场的波动不得不做出妥协，事后来看，特朗普政策的不确定性使得全球投资者对美元的对冲需求显著增加，美元开启下行周期，非美资产涨势较好。政策方面，我们可以观察到政府广义财政支出在显著扩张；且由于关税压力的影响，二季度央行给予了充沛的流动性支持。此外，政府在尝试使用消费券、置换补贴等结构性方式来刺激消费，消费数据整体表现不错。A股市场上，上半年市场普涨，价值和成长风格均有亮点。其中，银行等高股息价值股受益于机构的欠配置压力，走势不断创新高；创新药、AI产业链、新消费等成长股也受益于景气度提升，上半年表现出色。此外，很多与地产和基建强相关的板块（例如石油化工、煤炭、钢铁）表现相对弱一些，投资者对内需的信心还需要进一步修复。报告期内，本基金权益仓位变化不大，并基于景气度因子和价量因子不断筛选被低估的成长弹性品种构建组合。","declarationDate":"2025-07-17T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:32.438Z","mo":"展望2025年下半年，我们对市场整体保持乐观态度。在投资机会方面，我们认为A股市场将迎来一轮较大上行机遇期，很多产业的比较优势将在财报端逐步兑现，我们继续坚持利用基本面叠加价量的方式优选成长股标的。","fund":{"_id":3000000002802,"stockCode":"002802","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-11-05T16:00:00.000Z","setUpScale":250123000,"market":"a","tickerId":2802,"custody":"中国建设银行股份有限公司","name":"广发成长智选混合型证券投资基金","shortName":"广发成长智选混合A","fundSecondLevel":"hybrid","__csrcFundId":4904,"fundStatus":"normal","lastUpdated":"2025-11-30T23:32:00.708Z","masterFundFlag":1,"inceptionDate":"2017-12-10T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发成长智选混合","pinyin":"gfczzxhhxzqtzjj","managers":[{"stockCode":"db20910481","stockType":"fund_manager","exchange":"fm","tickerId":2523239920,"name":"易威"},{"stockCode":"j101020842","stockType":"fund_manager","exchange":"fm","tickerId":82503268020,"name":"胡英粲"}]},"announcement":{"linkText":"广发东财大数据精选灵活配置混合型证券投资基金2025年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1342109","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6c87fea5b3eb045eaab","date":"2025-03-30T16:00:00.000Z","stockId":3000000002802,"sao":"一季度多家国际机构上调中国经济增长预期（如摩根士丹利预测2025年GDP增长4.5%），政策端延续“稳增长”基调，基建投资加速（1-2月基建投资同比增5.6%），叠加“两重”项目落地，推动机械设备、建筑行业订单大幅增长。海外风险方面，美联储降息预期升温，但美国经济“硬着陆”隐忧仍存。A股三大指数震荡分化，上证指数微跌0.48%，深证成指上涨0.86%，沪深300指下跌1.21%。个股交易活跃，全市场日均成交额1.53万亿元。行业层面，有色金属、汽车、机械设备领涨，煤炭、商贸零售、石油石化跌幅较大。市场热点轮动显著，3月中旬前AI及人形机器人（如DeepSeek、宇树机器人）主导市场，后期转向消费、资源股。低估值修复与主题炒作并存，北交所及科技成长股受资金追捧，市场估值整体偏低（万得全A市盈率18.38倍）。报告期内，本基金权益仓位变化不大，并基于景气度因子和价量因子不断筛选被低估的成长弹性品种进行构建组合。","declarationDate":"2025-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:32.435Z","fund":{"_id":3000000002802,"stockCode":"002802","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-11-05T16:00:00.000Z","setUpScale":250123000,"market":"a","tickerId":2802,"custody":"中国建设银行股份有限公司","name":"广发成长智选混合型证券投资基金","shortName":"广发成长智选混合A","fundSecondLevel":"hybrid","__csrcFundId":4904,"fundStatus":"normal","lastUpdated":"2025-11-30T23:32:00.708Z","masterFundFlag":1,"inceptionDate":"2017-12-10T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发成长智选混合","pinyin":"gfczzxhhxzqtzjj","managers":[{"stockCode":"db20910481","stockType":"fund_manager","exchange":"fm","tickerId":2523239920,"name":"易威"},{"stockCode":"j101020842","stockType":"fund_manager","exchange":"fm","tickerId":82503268020,"name":"胡英粲"}]},"announcement":{"linkText":"广发东财大数据精选灵活配置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=1265815","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6c87fea5b3eb045eaaa","date":"2024-12-30T16:00:00.000Z","stockId":3000000002802,"sao":"2024年A股市场呈现“先抑后扬”特征。从国内宏观层面来看，2024年中国经济稳中向好，其中出口表现持续超预期，但内需层面的压力较大，投资层面急需财政政策的发力来支撑。海外方面，美国经济韧性仍强，美债利率易上难下，但非美国家的经济多数已经进入下行周期，尤其欧元区的经济表现明显低于预期。年初受经济增速放缓及流动性担忧影响，市场一度低迷，但9月24日一揽子政策密集出台后，上证指数5个交易日内大涨21.37%，全年累计上涨12.67%，深证成指、创业板指分别上涨9.34%、13.23%。政策驱动下，市场信心显著修复，四季度成交额屡创新高，单日最高突破3.4万亿元，创历史纪录。政策方面，2024年政策对A股市场的影响显著。9月24日之后，多项稳经济、促消费、宽货币的政策密集发布，包括10万亿化债政策和3万亿刺激计划，为市场注入了强心剂。这些政策推动了市场估值修复和投资者情绪的改善。从风格变化角度观察，市场风格从“极致防御”转向“科技成长”。上半年高股息板块（如银行、公用事业）表现突出；下半年随着市场风险偏好提振，小微盘、新能源、科技先后接棒，其中年末的AI、机器人等方向表现卓越。报告期内，本基金维持高仓位运作，结合基本面和技术面信息，基于景气度因子和价量因子不断筛选被低估的成长弹性品种构建组合。从整体行业配置看，本基金主要增加了电子、非银金融和食品饮料等细分行业的龙头，降低了机械设备、钢铁和计算机的配置。","declarationDate":"2025-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:32.427Z","mo":"展望2025年，我们对市场整体保持乐观态度。尽管全球经济仍面临诸多不确定性，如地缘政治风险、通胀压力以及货币政策的不确定性，但我们认为中国经济在结构性改革和创新驱动的推动下，将继续保持稳健增长。在投资机会方面，随着国内经济逐步复苏，企业盈利有望改善，市场情绪也将随之回暖。成长板块，尤其是科技、新能源等领域的优质企业，有望反弹。这些行业不仅受益于政策红利，还具备长期增长潜力，可能成为市场关注的焦点。我们继续坚持利用基本面和价量的模型优选成长股标的，通过多维度的分析，希望能更好地捕捉市场机会，为投资者创造长期稳定的回报。","fund":{"_id":3000000002802,"stockCode":"002802","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-11-05T16:00:00.000Z","setUpScale":250123000,"market":"a","tickerId":2802,"custody":"中国建设银行股份有限公司","name":"广发成长智选混合型证券投资基金","shortName":"广发成长智选混合A","fundSecondLevel":"hybrid","__csrcFundId":4904,"fundStatus":"normal","lastUpdated":"2025-11-30T23:32:00.708Z","masterFundFlag":1,"inceptionDate":"2017-12-10T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发成长智选混合","pinyin":"gfczzxhhxzqtzjj","managers":[{"stockCode":"db20910481","stockType":"fund_manager","exchange":"fm","tickerId":2523239920,"name":"易威"},{"stockCode":"j101020842","stockType":"fund_manager","exchange":"fm","tickerId":82503268020,"name":"胡英粲"}]},"announcement":{"linkText":"广发东财大数据精选灵活配置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=1250049","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6c87fea5b3eb045eaa9","date":"2024-06-29T16:00:00.000Z","stockId":3000000002802,"sao":"2024年上半年资本市场波动较大。一季度受个别产品平仓等因素影响，市场流动性快速萎缩，导致中小盘下跌比较明显。量化策略由于是全市场范围选股，在1-2月的波动中有所受伤。但随着资本市场解决了流动性问题，A股市场迎来了比较明显的反弹，A股量化策略的超额也在慢慢修复。二季度，中小盘股票的波动仍然显著大于大盘股，此外随着一季报的发布，分析师预期因子、景气度因子的效果在显著提升。本报告期内，本基金结合基本面和技术面信息，按照量化的手段进行股票筛选，并构建组合。","declarationDate":"2024-07-17T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:32.425Z","mo":"展望未来，当前市场底部特征较为明显，国内经济有望延续自发修复态势。我们认为当前市场处于低位震荡状态，随着房地产政策和诸多扶持经济的政策密集出台，预期经济将在不断的政策托底中缓慢回升。我们对权益资产保持信心，尤其看好成长型资产的弹性。","fund":{"_id":3000000002802,"stockCode":"002802","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-11-05T16:00:00.000Z","setUpScale":250123000,"market":"a","tickerId":2802,"custody":"中国建设银行股份有限公司","name":"广发成长智选混合型证券投资基金","shortName":"广发成长智选混合A","fundSecondLevel":"hybrid","__csrcFundId":4904,"fundStatus":"normal","lastUpdated":"2025-11-30T23:32:00.708Z","masterFundFlag":1,"inceptionDate":"2017-12-10T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发成长智选混合","pinyin":"gfczzxhhxzqtzjj","managers":[{"stockCode":"db20910481","stockType":"fund_manager","exchange":"fm","tickerId":2523239920,"name":"易威"},{"stockCode":"j101020842","stockType":"fund_manager","exchange":"fm","tickerId":82503268020,"name":"胡英粲"}]},"announcement":{"linkText":"广发东财大数据精选灵活配置混合型证券投资基金2024年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1146154","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6c87fea5b3eb045eaa8","date":"2024-03-30T16:00:00.000Z","stockId":3000000002802,"sao":"2024年1月至春节前，受个别产品平仓等因素影响，A股出现了大幅波动，尤其是偏小盘的个股，如中证2000指数、中证1000指数的成份股跌幅较深。偏中大盘的个股，如沪深300指数、中证500指数的成份股流动性依然较好，故调整相对较小。春节前市场的下跌释放了风险，春节后市场开启了较为强劲的反弹，以AI概念、出口链以及高景气板块为投资主线，市场风险偏好有所提升。报告期内，本基金基于量化信号对股票持仓进行定期调整，仓位维持稳定，风格保持较为均衡。","declarationDate":"2024-04-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:32.422Z","fund":{"_id":3000000002802,"stockCode":"002802","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-11-05T16:00:00.000Z","setUpScale":250123000,"market":"a","tickerId":2802,"custody":"中国建设银行股份有限公司","name":"广发成长智选混合型证券投资基金","shortName":"广发成长智选混合A","fundSecondLevel":"hybrid","__csrcFundId":4904,"fundStatus":"normal","lastUpdated":"2025-11-30T23:32:00.708Z","masterFundFlag":1,"inceptionDate":"2017-12-10T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发成长智选混合","pinyin":"gfczzxhhxzqtzjj","managers":[{"stockCode":"db20910481","stockType":"fund_manager","exchange":"fm","tickerId":2523239920,"name":"易威"},{"stockCode":"j101020842","stockType":"fund_manager","exchange":"fm","tickerId":82503268020,"name":"胡英粲"}]},"announcement":{"linkText":"广发东财大数据精选灵活配置混合型证券投资基金2024年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1065401","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6c87fea5b3eb045eaa7","date":"2023-12-30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震荡叠加成交量放大，也反映在结构性的行情上，中信计算机一级行业指数在一季度的涨幅接近39%，已经把2022年的下跌全部涨回来，而同期中信房地产一级行业指数则下跌超过6%，市场整体表现为明显的主题投资博弈，资金转移而导致的行业风格明显差异。在国际大环境上，硅谷银行和瑞信银行的流动性危机，使得市场对美联储持续加息缩表的担心加剧，导致美股市场出现较大振幅，而在ChatGPT概念出现后，海外市场也出现了对计算机板块的追捧，例如知名的美国GPU公司英伟达的股价在一季度已经上涨了90%。因此在一季度国内经济数据缓慢复苏的环境下，投资者对上市公司业绩增长出现担心，所以更偏好ChatGPT类的主题投资的股票，不再青睐以光伏和新能源车为代表的稳定成长的景气行业板块。本报告期内，本基金维持了高仓位，自下而上精选个股，主要关注经济复苏的投资机会，逐步加大对科技类股票的配置。展望2023年的二季度，国内经济环境有望获得更明确的发展政策，同时海外市场也有望逐步稳定，企业盈利预期将迎来重大改善。2023年一季度的AI主题类投资预期将继续加速，本基金更看好AI相关的硬件投资机会，因为受美国封锁高科技的影响，国内加大对AI基础设施的投入，为相关股票带来投资机会。综合考虑国内经济数据复苏向好的预期，本组合将聚焦一季报业绩明显改善的行业，自上而下精选个股。","declarationDate":"2023-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:32.411Z","fund":{"_id":3000000002802,"stockCode":"002802","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-11-05T16:00:00.000Z","setUpScale":250123000,"market":"a","tickerId":2802,"custody":"中国建设银行股份有限公司","name":"广发成长智选混合型证券投资基金","shortName":"广发成长智选混合A","fundSecondLevel":"hybrid","__csrcFundId":4904,"fundStatus":"normal","lastUpdated":"2025-11-30T23:32:00.708Z","masterFundFlag":1,"inceptionDate":"2017-12-10T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发成长智选混合","pinyin":"gfczzxhhxzqtzjj","managers":[{"stockCode":"db20910481","stockType":"fund_manager","exchange":"fm","tickerId":2523239920,"name":"易威"},{"stockCode":"j101020842","stockType":"fund_manager","exchange":"fm","tickerId":82503268020,"name":"胡英粲"}]},"announcement":{"linkText":"广发东财大数据精选灵活配置混合型证券投资基金2023年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=879351","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6c87fea5b3eb045eaa3","date":"2022-12-30T16:00:00.000Z","stockId":3000000002802,"sao":"回顾2022年，无论宏观经济还是资本市场都是黎明前看到曙光的一年，股指表现为大幅震荡探底后，开始进入底部回升。上证综指年度最高点为3651点，最低点为2863点，上证指数下跌15.13%，万得全A下跌18.66%，沪深300下跌21.63%，创业板指下跌29.37%，国证2000指数下跌了17.20%。指数跌幅差异反映风格的差异，2022年成长明显跑输价值，这与上市公司的基本面是匹配的，成长类公司盈利增速出现了显著的下滑。此外，美联储在2022年持续加息缩表，导致美股市场出现调整，而美债利率不断上升，导致全球资金回流美国，对全球外汇市场产生了明显的冲击，人民币相对美元也出现大幅贬值，叠加海外投资者对上市公司业绩增长的担心，所以陆股通资金的整体表现差强人意。因此，本基金2022年坚持仓位控制，整体仓位水平是一个前低后高的状态，整体风格偏向与成长价值均衡，并自下而上精选个股，积极布局后疫情下的政策推动型的行业板块，加大对消费和房地产的配置。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:32.408Z","mo":"展望2023年，A股基本面向上拐点或将出现。政府相关高质量发展政策将陆续出台，国内经济走向复苏，预计2023年A股归母净利润同比增速将显著高于2022年。同时高质量发展政策所推动的产业升级，工业设备更新换代，数字要素全面参与实体经济发展，A股的结构性特征将更加明显。行业层面上，受益于我国数字经济战略的推进，关键领域的国产替代创造需求，TMT产业链上的相关公司业绩有望快速增长。同时，在防疫政策优化和经济复苏的背景下，消费板块盈利有望显著改善，新能源相关的高端制造虽然受到部分外部市场需求影响，但预计盈利增长仍能保持高速。本基金将结合宏观环境、政策导向、行业景气，构建优质成长组合。","fund":{"_id":3000000002802,"stockCode":"002802","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-11-05T16:00:00.000Z","setUpScale":250123000,"market":"a","tickerId":2802,"custody":"中国建设银行股份有限公司","name":"广发成长智选混合型证券投资基金","shortName":"广发成长智选混合A","fundSecondLevel":"hybrid","__csrcFundId":4904,"fundStatus":"normal","lastUpdated":"2025-11-30T23:32:00.708Z","masterFundFlag":1,"inceptionDate":"2017-12-10T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发成长智选混合","pinyin":"gfczzxhhxzqtzjj","managers":[{"stockCode":"db20910481","stockType":"fund_manager","exchange":"fm","tickerId":2523239920,"name":"易威"},{"stockCode":"j101020842","stockType":"fund_manager","exchange":"fm","tickerId":82503268020,"name":"胡英粲"}]},"announcement":{"linkText":"广发东财大数据精选灵活配置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=864451","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6c87fea5b3eb045eaa2","date":"2022-09-29T16:00:00.000Z","stockId":3000000002802,"sao":"三季度的市场表现出现了较大的回调，代表核心资产的市场主流宽基指数又回到了上半年的市场指数底部，如沪深300指数在三季度下跌15.16%，只有部分资源属性的煤炭和石化行业出现明显的上涨，且回调幅度不大，说明市场对业绩增长非常确定，同时估值并不高的细分行业还是愿意持有的。但是景气度较高的新能源和汽车零部件等板块都出现了较明显的回调，说明市场的博弈心态较重，对经济是否能够快速拉升依然存有分歧，同时美联储的快速加息和欧洲能源危机都增加了世界经济的不确定性，对成长性行业都不是非常好的市场环境。因此，本组合在9月份已经做了仓位控制，希望能减少市场波动带来的净值冲击。展望后市，虽然我国的出口增速从高点下滑，出口对经济的拉动开始放缓，但是房地产相关政策持续推出，房地产产业链将逐步改善，经济托底的方向已经明确，后续须观察经济拉动力度。欧洲市场受到俄乌冲突、冬季取暖等危机持续影响，同时美联储大概率会在四季度继续加息以控制通胀，对全球资本市场都将带来冲击。本组合将重点根据市场节奏控制仓位，同时关注景气度较高的行业，自上而下精选个股。市场已回调到上半年底部附近，本组合将努力抓住超跌反弹的机会，寻找并积极参与反弹主线。","declarationDate":"2022-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:10:32.405Z","fund":{"_id":3000000002802,"stockCode":"002802","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-11-05T16:00:00.000Z","setUpScale":250123000,"market":"a","tickerId":2802,"custody":"中国建设银行股份有限公司","name":"广发成长智选混合型证券投资基金","shortName":"广发成长智选混合A","fundSecondLevel":"hybrid","__csrcFundId":4904,"fundStatus":"normal","lastUpdated":"2025-11-30T23:32:00.708Z","masterFundFlag":1,"inceptionDate":"2017-12-10T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发成长智选混合","pinyin":"gfczzxhhxzqtzjj","managers":[{"stockCode":"db20910481","stockType":"fund_manager","exchange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的快速复苏后，当前的扶持政策全面转向“六稳+六保”，宽财政将是主角，货币政策将更加灵活适度，更加注重结构调整。消费、医药由于涨幅过快带来估值偏高的压力，短期可能会受风格切换的影响，从中长期看，其业绩相对稳定，时间可以消化估值的影响，依然值得重点关注。此外，建议积极关注确定性较强的新、老基建，尤其是新基建涉及的5G、新能源及相关下游应用等板块。下半年，本组合将延续消费风格，基本面选股模型侧重质量与成长的均衡。未来我们将一直保持消费风格，持续不断地优化基本面选股模型。","fund":{"_id":3000000002802,"stockCode":"002802","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-11-05T16:00:00.000Z","setUpScale":250123000,"market":"a","tickerId":2802,"custody":"中国建设银行股份有限公司","name":"广发成长智选混合型证券投资基金","shortName":"广发成长智选混合A","fundSecondLevel":"hybrid","__csrcFundId":4904,"fundStatus":"normal","lastUpdated":"2025-11-30T23:32:00.708Z","masterFundFlag":1,"inceptionDate":"2017-12-10T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发成长智选混合","pinyin":"gfczzxhhxzqtzjj","managers":[{"stockCode":"db20910481","stockType":"fund_manager","exchange":"fm","tickerId":2523239920,"name":"易威"},{"stockCode":"j101020842","stockType":"fund_manager","exchange":"fm","tickerId":82503268020,"name":"胡英粲"}]},"announcement":{"linkText":"广发东财大数据精选灵活配置混合型证券投资基金2020年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=450198","linkType":"PDF","source":"csrc_pdf"}}]}