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　　从证券市场来看，我们认为整体市场风险不大，尤其是当市场因一些事件冲击带来恐慌性下跌时，机会明显大于风险，超额收益很多时候都是来自于逆人性，逆共识。　　我们认为未来很长时间，重要的投资机会可能主要有两个方面：　　第一种模式是供给侧出清，行业格局改善，同时短时间存在一定的进入壁垒，当需求边际改善时，行业盈利能力会有非常高的弹性和韧性，2025年我们会密切关注行业格局改善的行业，盈利的未来趋势变化。　　第二种模式是跟技术重大创新有关，带来需求的爆发性增长，2025年重要的投资机会就是人工智能，人工智能技术的突破，带来了人形机器人、自动驾驶等领域的快速应用，颠覆、改变和创造了很多行业，AI会给人类带来深刻的影响，也给我们的投资带来更多的机会。　　未来本产品在股票投资运作方面，会始终坚持自上而下选股，均衡价值与成长，注重盈利能力、成长性与估值的匹配，坚持稳字当头，小心谨慎，步步为营。会始终把风险控制放在首位，努力争取降低净值的回撤，努力获得稳健持续回报。","declarationDate":"2025-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:52:02.484Z","fund":{"_id":3000000014131,"__csrcFundId":10720,"stockCode":"014131","shortName":"华泰柏瑞聚优智选一年持有期混合A","masterFundShortName":"华泰柏瑞聚优智选一年持有期混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":14131,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2025-01-01T23:59:33.802Z","status":"normal","exchange":"jj","name":"华泰柏瑞聚优智选一年持有期混合型证券投资基金","fundCollectionId":4000050440000,"followedNum":1,"inceptionDate":"2022-02-21T16:00:00.000Z","setUpDate":"2022-02-21T16:00:00.000Z","setUpAssetScale":199535358.83,"setUpShares":199535358.83,"pinyin":"htbrjyzxyncyqhhxzqtzjj","managers":[{"stockCode":"8801397767","stockType":"fund_manager","exchange":"fm","tickerId":2614150120,"name":"赵楠"}]},"announcement":{"linkText":"华泰柏瑞聚优智选一年持有期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=1278475","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed0827fea5b3eb050e467","date":"2024-12-30T16:00:00.000Z","stockId":3000000014131,"sao":"2024年股票市场整体表现较好，从全年看，风险与机会并存，市场有一定的波动率，伴随着投资人对未来的预期发生变化。　　1月到2月因市场流动性的因素出现了比较明显的调整，5月到9月因过于悲观预期的因素，市场也连续出现调整。但两次市场都在政策的呵护下出现了反转。尤其是9月，政府出台了一系列稳经济、稳资产价格、稳预期的宏观政策，保证和改善民生，扩大国内需求，加强了逆周期调节。市场因此出现快速猛烈的反应。 　　2024年本产品的运作不够理想，在市场节奏、行业和个股结构等方面把握不足，非常值得认真反思和调整。","declarationDate":"2025-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:52:02.482Z","mo":"展望2025年从宏观角度来看，主要关注三个方面：1、潜在的外部风险；2、房地产行业能否企稳；3、中央和地方政府财政加杠杆的力度和效果。 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资金的持续追捧。受资金分流与美债利率高位影响，之前超额收益显著的新能源、医药与食品饮料等成长行业表现较弱。基金在期间增持了信创、人工智能应用与算力、传媒与游戏中的估值相对合理标的，持有业绩确定性相对较强的新能源头部公司，包括新能源整车公司、动力电池头部公司、储能与充电桩公司的配置，以及消费中成长性相对确定的医美头部公司、创新药公司。","declarationDate":"2023-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:52:02.465Z","mo":"展望下半年，国内货币政策预计或仍以适度宽松为基调，货币政策调节的空间仍然存在，LPR利率或有小幅下调可能。市场对三季度经济工作会议存在期待。随着美联储在三季度进入加息尾声，前期受全球资产配置压制的成长板块或有一定的估值修复，包括前期调整幅度较大的生物医药、新能源可能有超额收益。我们关注新能源中业绩确定性相对高的优质头部公司，新能源中新技术落地可能带来的个股机会，也关注创新药的估值修复机会。在人工智能板块中，我们继续关注受益于AI应用带来成本下降与体验改善的游戏板块，并且其目前估值处于历史水平的合理位置。","fund":{"_id":3000000014131,"__csrcFundId":10720,"stockCode":"014131","shortName":"华泰柏瑞聚优智选一年持有期混合A","masterFundShortName":"华泰柏瑞聚优智选一年持有期混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":14131,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2025-01-01T23:59:33.802Z","status":"normal","exchange":"jj","name":"华泰柏瑞聚优智选一年持有期混合型证券投资基金","fundCollectionId":4000050440000,"followedNum":1,"inceptionDate":"2022-02-21T16:00:00.000Z","setUpDate":"2022-02-21T16:00:00.000Z","setUpAssetScale":199535358.83,"setUpShares":199535358.83,"pinyin":"htbrjyzxyncyqhhxzqtzjj","managers":[{"stockCode":"8801397767","stockType":"fund_manager","exchange":"fm","tickerId":2614150120,"name":"赵楠"}]},"announcement":{"linkText":"华泰柏瑞聚优智选一年持有期混合型证券投资基金2023年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=967397","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed0827fea5b3eb050e460","date":"2023-03-30T16:00:00.000Z","stockId":3000000014131,"sao":"一季度国内宏观经济在疫情政策放松后，出现环比显著改善，其中制造业PMI显著回升到51以上，非制造业PMI回升到54以上高位，并创疫情以来的新高。1月与2月工业增加值合并同比有大幅改善。国内货币政策期间仍延续适度宽松的基调，短期利率仍处于较低位置。随着经济恢复常态，资本市场转向交投活跃，除外资布局与经济相关性高与消费复苏板块外，包括人工智能、信创、电子等板块受到资金的持续关注。而之前超额收益显著的新能源、军工等成长板块表现相对较弱。基金在期间增持了信创、人工智能应用与算力、传媒与游戏中的估值相对合理标的，并保持了对业绩确定性强的新能源头部公司，包括动力电池头部公司、储能类优势公司的一定配置，以及消费中成长性白酒与医美消费类头部公司。　　展望二季度，国内货币政策预计仍以适度宽松为基调，货币政策调节的空间仍然存在。随着商务与消费场景的全面恢复，以及去年二季度的低基数效应，预计国内经济同比增速将比较突出，受益于此，市场中与经济相关度高的权重板块与消费板块，其估值处于均值水平之下，具备突出的投资价值。随着美联储在二季度进入加息末期，前期受全球资产配置压制的成长板块或将迎来一定的估值修复，特别是前期调整幅度较大的生物医药板块。我们积极看好与经济活动高度相关行业的估值修复机会，以及新能源中业绩确定性高的优质头部公司，以及受益全球成长风格占优的生物医药等优质公司。","declarationDate":"2023-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:52:02.463Z","fund":{"_id":3000000014131,"__csrcFundId":10720,"stockCode":"014131","shortName":"华泰柏瑞聚优智选一年持有期混合A","masterFundShortName":"华泰柏瑞聚优智选一年持有期混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":14131,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2025-01-01T23:59:33.802Z","status":"normal","exchange":"jj","name":"华泰柏瑞聚优智选一年持有期混合型证券投资基金","fundCollectionId":4000050440000,"followedNum":1,"inceptionDate":"2022-02-21T16:00:00.000Z","setUpDate":"2022-02-21T16:00:00.000Z","setUpAssetScale":199535358.83,"setUpShares":199535358.83,"pinyin":"htbrjyzxyncyqhhxzqtzjj","managers":[{"stockCode":"8801397767","stockType":"fund_manager","exchange":"fm","tickerId":2614150120,"name":"赵楠"}]},"announcement":{"linkText":"华泰柏瑞聚优智选一年持有期混合型证券投资基金2023年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=889659","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed0827fea5b3eb050e45f","date":"2022-12-30T16:00:00.000Z","stockId":3000000014131,"sao":"国内宏观经济受疫情影响有所波动，二季度低于50，十二月最低至47，我们认为这将是未来中期的最低点。国内货币政策期间仍延续适度宽松的基调，短期利率仍处于较低位置，长期利率回升反映对经济转向乐观。受国内疫情防控政策放松的影响，以及地产供给侧宽松的政策影响，市场之前的悲观预期出现好转，四季度包括北上资金的配置型资金重新开始配置。与经济相关性高以及消费复苏的板块表现相对强势，而之前超额收益显著的新能源、电子、军工等成长板块表现相对较弱。基金在期间仍以超配业绩确定性强的新能源头部公司，包括动力电池头部公司、光伏新技术电池与组件类公司、海外储能与国内大储类公司、消费中受益复苏的白酒与医美消费类公司。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:52:02.460Z","mo":"展望明年一季度，国内货币政策预计仍以适度宽松为基调，地方的地产政策将从供给侧向需求侧优化，对经济复苏将起一定托举作用。加之国内疫情度峰之后，消费场景将出现普遍恢复，预计国内经济在一季度特别是春节后将出现明显的复苏。市场中权重板块与消费板块经过近一年的调整，虽有所反弹但仍估值处于均值水平之下。随着经济数据在一季度出现好转，预计中长期资金将开始重新配置，我们积极看好与经济活动高度相关行业的估值修复机会，以及新能源类成长公司的投资机会。我们继续看好新能源中动力电池头部公司、光伏新技术前景公司、储能中具备订单优势的公司。看好与经济相关性高的如中游制造与材料、食品饮料中具备估值优势的成长性公司的投资机会，以及受益全球成长风格占优的生物医药等板块。","fund":{"_id":3000000014131,"__csrcFundId":10720,"stockCode":"014131","shortName":"华泰柏瑞聚优智选一年持有期混合A","masterFundShortName":"华泰柏瑞聚优智选一年持有期混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":14131,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2025-01-01T23:59:33.802Z","status":"normal","exchange":"jj","name":"华泰柏瑞聚优智选一年持有期混合型证券投资基金","fundCollectionId":4000050440000,"followedNum":1,"inceptionDate":"2022-02-21T16:00:00.000Z","setUpDate":"2022-02-21T16:00:00.000Z","setUpAssetScale":199535358.83,"setUpShares":199535358.83,"pinyin":"htbrjyzxyncyqhhxzqtzjj","managers":[{"stockCode":"8801397767","stockType":"fund_manager","exchange":"fm","tickerId":2614150120,"name":"赵楠"}]},"announcement":{"linkText":"华泰柏瑞聚优智选一年持有期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=874136","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed0827fea5b3eb050e45e","date":"2022-09-29T16:00:00.000Z","stockId":3000000014131,"sao":"三季度国内宏观经济继续呈现平稳走势，九月份PMI重新回到50以上。国内货币政策仍延续适度宽松的基调，短期利率维持在较低水平。三季度市场中增量资金有限，因此权重成长板块表现低迷，但中小市值的新能源以及汽车类公司受到部分资金的关注。基金在期间仍以超配业绩确定性强的新能源优质公司，包括动力电池头部公司、新技术光伏电池与组件公司、储能及设备类公司等中的优势企业。   四季度国内货币政策预计仍以稳健下的适度宽松为主，与海外主要央行政策保持较强独立性，而人民币汇率将不会是影响央行决策的重要因素，国内货币政策很难看到收紧。随着部分城市“因城施策”，以及支持改善型住房需求的地产放松政策出现效果，四季度经济仍将保持平稳。三季度国内新能源车销售受疫情影响，国内外光伏与储能装机仍保持高速增长，长期我们仍然看好新能源板块的中长期投资机会。当前新能源以及消费成长中优质公司的估值水平在已处于历史均值水平以下，从未来行业空间与业绩增速来看，目前具有显著的投资价值。我们继续坚定看好新能源动力电池、光伏与储能、海风海缆中的头部以及具备新技术优势的公司，以及医疗服务与食品饮料中的优质成长性公司，这类公司的基本面仍维持较好的发展趋势。","declarationDate":"2022-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:52:02.457Z","fund":{"_id":3000000014131,"__csrcFundId":10720,"stockCode":"014131","shortName":"华泰柏瑞聚优智选一年持有期混合A","masterFundShortName":"华泰柏瑞聚优智选一年持有期混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":14131,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2025-01-01T23:59:33.802Z","status":"normal","exchange":"jj","name":"华泰柏瑞聚优智选一年持有期混合型证券投资基金","fundCollectionId":4000050440000,"followedNum":1,"inceptionDate":"2022-02-21T16:00:00.000Z","setUpDate":"2022-02-21T16:00:00.000Z","setUpAssetScale":199535358.83,"setUpShares":199535358.83,"pinyin":"htbrjyzxyncyqhhxzqtzjj","managers":[{"stockCode":"8801397767","stockType":"fund_manager","exchange":"fm","tickerId":2614150120,"name":"赵楠"}]},"announcement":{"linkText":"华泰柏瑞聚优智选一年持有期混合型证券投资基金2022年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=811359","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed0827fea5b3eb050e45d","date":"2022-06-29T16:00:00.000Z","stockId":3000000014131,"sao":"上半年国内宏观经济在华东疫情得到控制后有明显恢复，六月份PMI从四月份的47.4恢复至50.2，工业增加值增速回升至3.9%，显示工业生产已恢复至正常水平。国内货币政策仍延续适度宽松的基调，短期利率维持在较低水平，资本市场流动性相对充裕。随着华东重要工业城市制造产业链开始恢复，市场悲观情绪触底回升，之前离场的资金重新布局，其中基本面比较突出的新能源车产业链与光伏设备公司反弹幅度居前。基金在期间仍以超配业绩确定性强的新能源优质公司，如新能源车与光伏设备中的头部企业，以及少个别成长与估值相匹配的消费成长品种。","declarationDate":"2022-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:52:02.454Z","mo":"下半年国内货币政策预计大概率仍保持稳健基调下的适度宽松，与海外主要央行货币政策仍保持较强独立性。疫情影响恢复之后，部分地方城市“因城施策”的地产放松政策效果或将体现在下半年，加之新基建项目的逐步落地，预计国内经济下半年或将企稳回升。在疫情影响消退后，国内新能源车销售数据超出市场预期，显示出较强的需求韧性，下半年将迎来汽车消费与新产品旺季，长期我们继续看好新能源板块的中长期投资机会。当前该板块中优质公司的估值水平在反弹后仍处于历史均值水平附近，从行业增速与空间来看，目前仍具有显著的投资价值。我们继续坚定看好新能源汽车产业链、光伏与储能设备、海风及海缆公司、食品饮料中的个别优质成长性公司，这类公司的基本面预计有望仍维持较好的发展趋势。","fund":{"_id":3000000014131,"__csrcFundId":10720,"stockCode":"014131","shortName":"华泰柏瑞聚优智选一年持有期混合A","masterFundShortName":"华泰柏瑞聚优智选一年持有期混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":14131,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2025-01-01T23:59:33.802Z","status":"normal","exchange":"jj","name":"华泰柏瑞聚优智选一年持有期混合型证券投资基金","fundCollectionId":4000050440000,"followedNum":1,"inceptionDate":"2022-02-21T16:00:00.000Z","setUpDate":"2022-02-21T16:00:00.000Z","setUpAssetScale":199535358.83,"setUpShares":199535358.83,"pinyin":"htbrjyzxyncyqhhxzqtzjj","managers":[{"stockCode":"8801397767","stockType":"fund_manager","exchange":"fm","tickerId":2614150120,"name":"赵楠"}]},"announcement":{"linkText":"华泰柏瑞聚优智选一年持有期混合型证券投资基金2022年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=783442","linkType":"PDF","source":"csrc_pdf"}}]}