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国企业带来了广阔空间，结合中国制造业的比较优势，我们将持续深入挖掘出口型企业的投资机会。创新方面主要布局了AI硬件，包括进入全球产业链的光模块、PCB等。高股息板块配置了煤炭、电力等行业，如果国债收益率继续下行，此类标的仍有上行空间。供给收缩涉及的板块较多，包括上游资源品、K12教育等等。我们将积极关注各个行业出现的新变化，在板块均衡配置的基础上，选择风险收益比合适的标的进行重点布局。","declarationDate":"2024-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:17:20.098Z","fund":{"_id":3000000005136,"stockCode":"005136","stockType":"fund","areaCode":"cn","followedNum":66,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2017-10-08T16:00:00.000Z","setUpScale":3844190000,"market":"a","tickerId":5136,"name":"华安幸福生活混合型证券投资基金","shortName":"华安幸福生活混合(005136)","fundSecondLevel":"hybrid","__csrcFundId":4806,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:33.978Z","masterFundFlag":1,"inceptionDate":"2017-10-25T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","pinyin":"haxfshhhxzqtzjj","masterFundShortName":"华安幸福生活混合","managers":[{"stockCode":"db20784234","stockType":"fund_manager","exchange":"fm","tickerId":1120211360,"name":"孔涛"}]},"announcement":{"linkText":"华安幸福生活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=1073205","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec8607fea5b3eb047d2f2","date":"2023-12-30T16:00:00.000Z","stockId":3000000005136,"sao":"2023年A股各大指数均有所下跌，且板块分化较为严重。行业方面，通信、传媒、煤炭、家电、石油石化等收益率排名靠前，而消费者服务、房地产、电力设备新能源、建材、化工等行业跌幅较大。报告期内，本基金在契约范围内积极配置科技、高端制造、医药、家电等板块的优质公司。","declarationDate":"2024-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:17:20.095Z","mo":"2023年国内经济政策定力较强，房地产市场相对疲软，居民消费增速放缓，通胀水平有所回落。展望2024年，我们预计总体经济水平稳中有升。海外方面，美国财政政策持续加码，美联储加息超预期，美债收益率高位波动，服务业PMI维持强势。欧元区制造业PMI低位徘徊，而日本经济则出现了多年未见的通胀持续回升。此外，发展中国家的产业升级持续推进，这也给了国内相关出口型企业不少的发展机会，如智能手机、电表、机械设备等领域。　　　　低估值高股息板块持续走出超额收益，是当下市场收益率预期降低的体现。业绩相对稳定、分红率较高、股息率较高是这类资产的主要特征，其中煤炭、石油、电力、高速公路、电信运营商等是符合这一特征的主要行业，我们对部分行业进行了重点布局。　　　　科技创新始终是我们重点关注的方向。2023年全球科技的最大突破来自于人工智能。美国一些龙头企业在AI浪潮中取得领先地位，持续发布新版本的AI大模型，从文生文到文生图直到文生视频，AI的应用边界不断拓展。在此过程中，算力网络的建设成为各大企业的首要任务之一，拉动了算力芯片、服务器、交换机等硬件需求的爆发。国内方面，为海外客户配套的光模块、PCB等企业率先收益，充分参与全球分工，实现了较快增长。　　　　医药是我们逐步加大配置的一个重要领域。随着医疗反腐逐步进入尾声，医药的正常需求有望得到释放。创新药、医疗器械以及部分化药企业的基本面相对景气，部分企业出口订单饱满，且经过前期的调整，估值水平来到了较低位置。我们继续对医药行业进行重点布局。　　　　展望2024年，我们对市场保持相对乐观态度，努力寻找结构性机会。我们将密切跟踪出口、高股息、科技、医药等板块的投资机会，选择风险收益比合适的标的进行重点投资。","fund":{"_id":3000000005136,"stockCode":"005136","stockType":"fund","areaCode":"cn","followedNum":66,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2017-10-08T16:00:00.000Z","setUpScale":3844190000,"market":"a","tickerId":5136,"name":"华安幸福生活混合型证券投资基金","shortName":"华安幸福生活混合(005136)","fundSecondLevel":"hybrid","__csrcFundId":4806,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:33.978Z","masterFundFlag":1,"inceptionDate":"2017-10-25T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","pinyin":"haxfshhhxzqtzjj","masterFundShortName":"华安幸福生活混合","managers":[{"stockCode":"db20784234","stockType":"fund_manager","exchange":"fm","tickerId":1120211360,"name":"孔涛"}]},"announcement":{"linkText":"华安幸福生活混合型证券投资基金2023年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1048412","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec8607fea5b3eb047d2f1","date":"2023-09-29T16:00:00.000Z","stockId":3000000005136,"sao":"2023年三季度市场分化较大，其中煤炭、非银金融、石油石化、银行、房地产等行业涨幅居前，而前期涨幅领先的传媒、计算机、电力设备新能源、军工、机械等行业跌幅居前。报告期内，本基金在契约范围内积极配置制造、医药、消费、科技等板块的优质公司。","declarationDate":"2023-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:17:20.090Z","fund":{"_id":3000000005136,"stockCode":"005136","stockType":"fund","areaCode":"cn","followedNum":66,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2017-10-08T16:00:00.000Z","setUpScale":3844190000,"market":"a","tickerId":5136,"name":"华安幸福生活混合型证券投资基金","shortName":"华安幸福生活混合(005136)","fundSecondLevel":"hybrid","__csrcFundId":4806,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:33.978Z","masterFundFlag":1,"inceptionDate":"2017-10-25T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","pinyin":"haxfshhhxzqtzjj","masterFundShortName":"华安幸福生活混合","managers":[{"stockCode":"db20784234","stockType":"fund_manager","exchange":"fm","tickerId":1120211360,"name":"孔涛"}]},"announcement":{"linkText":"华安幸福生活混合型证券投资基金2023年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=984825","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec8607fea5b3eb047d2f0","date":"2023-06-29T16:00:00.000Z","stockId":3000000005136,"sao":"2023年上半年市场分化巨大，其中通信、传媒、计算机、家电、机械等行业涨幅居前，消费者服务、房地产、农林牧渔、建材、基础化工等行业跌幅居前。报告期内，本基金在契约范围内积极配置科技、制造、消费等板块的优质公司。","declarationDate":"2023-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:17:20.087Z","mo":"今年上半年，国内经济平稳复苏，制造业PMI有所波动。美国新建住房销售创过去两年以来新高，新增非农就业人数和CPI也略超预期。十年期美债收益率在二季度呈现上行趋势，人民币持续贬值。上半年我们的投资集中于部分高景气的行业中。科技是我们目前重点布局的方向，尤其是人工智能产业链。随着OpenAI公司的ChatGPT推出，其用户数出现爆发式增长。我们认为这一轮的人工智能产业崛起值得高度重视，国内部分企业积极拥抱AI，持续在算力、大模型以及应用端实现突破。我们将持续重点布局AI板块相关龙头标的。家电行业也出现了一些积极变化。一方面从需求来看，国内空调等家电销售在经历了一轮去库存后逐步恢复，与房地产的关联性显著降低，体现出不错的成长性。另一方面，行业龙头不再一味追求市占率使得行业竞争压力减缓，二三线家电企业份额弹性较大，叠加部分企业在国企改革背景下盈利能力改善显著。我们加大了家电行业的布局。在高端制造领域，我们长期看好中国新能源汽车的投资机会。随着国产新能源汽车销量的上升，中国新能源汽车的全球竞争力持续提升，正在快速实现弯道超车，中国车企走向世界将是大概率事件，这也将带动一批国产零部件企业成长为世界级供应商。此外，汽车智能化可能成为汽车行业销量的胜负手，智能驾驶板块的相关机会同样值得重视。部分出口型企业也显示出很强的韧性。伴随着中国制造的品质提升和性价比优势，汽车、机械、电气设备等制造业领域的全球份额进一步提升，我们将密切跟踪这些产业的发展态势并积极布局优质龙头。消费领域，部分细分行业保持着较为不错的增长，但是由于风格因素导致估值被持续压制。我们精选成长性较好且估值调整到位的龙头消费个股，进行一定的配置。展望全年，市场的风险和机会并存。我们将在基金契约范围内，密切跟踪科技、消费、医药、制造等领域的投资机会，选择风险收益比合适的标的进行重点投资。","fund":{"_id":3000000005136,"stockCode":"005136","stockType":"fund","areaCode":"cn","followedNum":66,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2017-10-08T16:00:00.000Z","setUpScale":3844190000,"market":"a","tickerId":5136,"name":"华安幸福生活混合型证券投资基金","shortName":"华安幸福生活混合(005136)","fundSecondLevel":"hybrid","__csrcFundId":4806,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:33.978Z","masterFundFlag":1,"inceptionDate":"2017-10-25T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","pinyin":"haxfshhhxzqtzjj","masterFundShortName":"华安幸福生活混合","managers":[{"stockCode":"db20784234","stockType":"fund_manager","exchange":"fm","tickerId":1120211360,"name":"孔涛"}]},"announcement":{"linkText":"华安幸福生活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=959547","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec8607fea5b3eb047d2ef","date":"2023-03-30T16:00:00.000Z","stockId":3000000005136,"sao":"2023年一季度市场分化巨大，以计算机、传媒、通信、电子等行业为代表的科技行业涨幅居前，消费者服务、房地产、银行等行业跌幅居前。报告期内，本基金在契约范围内积极配置科技、消费、医药、制造等板块的优质公司。","declarationDate":"2023-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:17:20.085Z","fund":{"_id":3000000005136,"stockCode":"005136","stockType":"fund","areaCode":"cn","followedNum":66,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2017-10-08T16:00:00.000Z","setUpScale":3844190000,"market":"a","tickerId":5136,"name":"华安幸福生活混合型证券投资基金","shortName":"华安幸福生活混合(005136)","fundSecondLevel":"hybrid","__csrcFundId":4806,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:33.978Z","masterFundFlag":1,"inceptionDate":"2017-10-25T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","pinyin":"haxfshhhxzqtzjj","masterFundShortName":"华安幸福生活混合","managers":[{"stockCode":"db20784234","stockType":"fund_manager","exchange":"fm","tickerId":1120211360,"name":"孔涛"}]},"announcement":{"linkText":"华安幸福生活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=883462","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec8607fea5b3eb047d2ee","date":"2022-12-30T16:00:00.000Z","stockId":3000000005136,"sao":"2022年A股指数大幅下跌，且板块分化较为严重。行业方面，仅煤炭等少数行业实现正收益，社会服务、交通运输、美容护理等行业跌幅较少。而电子、传媒、建筑材料、计算机、电力设备等行业跌幅较大。报告期内，本基金在契约范围内积极配置新能源、高端制造、消费医药、TMT等板块的优质公司。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:17:20.082Z","mo":"2022年全球经济经历了大幅波动，俄乌冲突的爆发加剧了外围环境的不确定性，国内疫情防控政策也出现了巨大的转变。全年国内经济处于下行周期，资源品价格又受到供给端的影响呈现上行趋势，资本市场的反应也比较有效，涨幅领先的是以煤炭为代表的资源品和与疫情防控政策调整密切相关的出行产业。而成长板块估值则由于美债利率的上行受到压制。展望2023年，第一个变化是随着疫情的消退，国内经济有望进入新一轮上行周期。尤其是与线下场景有关的消费行业，高频数据显示不论是酒店、餐饮还是高端白酒，都已经出现了量价齐升的局面。而耐用消费品暂时尚未见到好转迹象，手机、汽车的销售数据仍然乏力。我们在消费领域将优选景气度率先回升的细分子行业。房地产行业经过一段时间的调整，叠加政策的持续发力，有望迎来一轮小阳春。二手房的数据大幅回升，产业链相关的家电、家居等行业景气度逐步好转。此外，工程机械、重卡等行业也显示底部大概率已经过去。整个顺周期板块值得重视。成长方向，我们积极布局自主可控领域。以计算机行业为代表的信创板块，受益于国内相关政策的发力，国产替代的步伐持续加快，行业有望迎来一轮景气上行周期。传媒行业中的广告、电影等板块，此前受到疫情影响较大，但是随着疫情防控政策的优化以及服务经济的恢复，有望看到更加积极的信号。医药行业的投资机会同样值得重视。后疫情时代，居民正常就医需求有望恢复到疫情前水平，带动相关药品、器械、医疗服务需求的回暖。此外，我们观察到一些国内创新药企业在海外的加速授权，反应了这些企业的全球竞争力正在不断上升。对于新能源板块，新能源汽车在2023年预计达到30%以上的渗透率，市场担心行业未来的增速显著放缓，中游行业产能的释放可能导致盈利能力的下滑。光伏产业链价格随着组件价格的下行，下游电站的回报率将提升，因而产业链需求有望得以释放。展望2023年，我们对市场保持谨慎乐观态度，努力寻找结构性机会。我们将密切跟踪消费、医药、新能源、高端制造、TMT等领域的投资机会，选择风险收益比合适的标的进行重点投资。","fund":{"_id":3000000005136,"stockCode":"005136","stockType":"fund","areaCode":"cn","followedNum":66,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2017-10-08T16:00:00.000Z","setUpScale":3844190000,"market":"a","tickerId":5136,"name":"华安幸福生活混合型证券投资基金","shortName":"华安幸福生活混合(005136)","fundSecondLevel":"hybrid","__csrcFundId":4806,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:33.978Z","masterFundFlag":1,"inceptionDate":"2017-10-25T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","pinyin":"haxfshhhxzqtzjj","masterFundShortName":"华安幸福生活混合","managers":[{"stockCode":"db20784234","stockType":"fund_manager","exchange":"fm","tickerId":1120211360,"name":"孔涛"}]},"announcement":{"linkText":"华安幸福生活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=867320","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec8607fea5b3eb047d2ed","date":"2022-09-29T16:00:00.000Z","stockId":3000000005136,"sao":"2022年三季度市场呈现弱势状态。板块方面，跌幅较少的行业有煤炭、综合、公用事业、石油石化、通信等，跌幅居前的行业有建筑材料、电力设备、电子、汽车、传媒等。报告期内，本基金在契约范围内积极配置新能源、高端制造、消费医药、科技等板块的优质公司。","declarationDate":"2022-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:17:20.080Z","fund":{"_id":3000000005136,"stockCode":"005136","stockType":"fund","areaCode":"cn","follow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市场的体系，因为已知信息的广度和对信息理解的深度都有局限性，因此在面对整个未知市场时需要尊重市场反馈。一旦发现自己的判断与市场严重不符时，需要反复思考，直至采取行动。从杰西利佛莫尔的最小阻力位，到索罗斯的反身性理论，再到威廉欧奈尔的Canslim体系，背后的相同点都是需要重视市场反馈。我们认为投资需要多元化思维模型和综合能力，芒格在《穷查理宝典》里面告诉我们要跨学科、多元化的思维模型去解决问题。股票市场非常复杂且不断变化，无论是近年来对于公司的估值方式从PEG向DCF的转变，还是成长性行业组成一直随着时代的不断改变，都需要我们运用多元化思维模型和综合能力去应对整个未知市场，不要做从单一角度去思考解决问题的铁锤人。我们力求在公司基本面分析、财务分析、量化分析和对市场信心解读等方面做到平衡。我们认为对于成长股投资本身定性远大于定量，但是组合投资通过定量的方式可以达到更好的风险收益比。因此我们在组合投资上力求行业均衡，单一行业配置比例通常低于20%，因为大部分行业有周期性，当某个行业利润很高，资本就会涌入，竞争就会加剧，造成利润下降，资本流出，随着资本流出，行业整合，利润又能有所恢复。而个股配置的权重上我们主要依据确定性、赔率、流动性和行业属性这四个指标：确定性决定下限，赔率决定上限，流动性决定了犯错成本，行业属性决定了组合整体的稳定性。中国经济从数量型增长向质量型增长转变，行业和企业的差异持续扩大，增量蛋糕大部分都被代表新经济的企业拿走，传统经济中，存量的蛋糕越来越被头部企业占据。在此背景下，我们觉得未来股票投资会越来越工业化或者模块化，基金底层核心资产的构建非常重要，在优质赛道上对核心龙头企业的定价权比找到独门重仓股更加重要，我们力求买入那些能持续超预期，持续保持高利润率的企业作为基金底层资产。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:17:20.062Z","mo":"在流动性充裕的背景下，国内投资者对于确定性的追逐不断加强，寻找不会被对手打败、不会被时代打败的商业模式成为重点，消费和医药领域的头部资产估值溢价不断提升。而在海外，ARK Invest的CEO CathieWood则积极拥抱新世界的成长性，20年ARK旗下以投资颠覆性创新科技为理念的五只主动管理ETF平均回报超过150%。作为出生于 1956 年的女性， CathieWood对于创新和新经济的理解远超年轻人，她抓住了特斯拉、Square、Zoom 甚至是比特币的机会。无论是拥抱旧世界的确定性，还是投身新世界的成长性，我们都要做好一旦货币政策正常化之后基金预期收益率下降的准备。20年流动性宽松主线下A股估值高位，市场普遍担忧21年政策收紧带来估值下行压力。回顾过往政策放松后的次年：10、13、17年均为震荡市，年内最大回撤均与货币政策收紧有关。10、17年周期行业占优，13年科技板块占优，核心还是盈利增速能否超预期。我们认为抱团存在局部泡沫，但是何时结束难以判断，流动性收缩背景下，今年整个市场由估值驱动向盈利驱动转变。21年上半年周期性行业可能占优：3月后商品价格开始触底回升，主要还是海外内应对疫情政策带来了超强收缩。需求基本恢复到疫情前，而疫情加剧了各类资源、制造业的供给收缩，带来了本轮商品牛市。目前国内制造处于回升阶段，而美国地产大周期自疫情前已经向上，美国居民杠杆率经过次贷危机后10年的下降过程，消化相对充分，加杠杆空间较大。21年全年看好全球化泛制造业，国内疫情控制较好，机械、家电、轻工、医疗器械等泛制造业在全球份额提高，尽管短期受汇率升值、原材料和运费上涨和海外竞争对手复产等负面因素影响，但是中长期角度来看部分企业在全球市场的份额提高具有持续性，且部分全球化泛制造企业从中国市场到走向全球市场，从低端客户进入中高端客户，从中国制造到中国品牌，中长期价值获得了极大的提高。","fund":{"_id":3000000005136,"stockCode":"005136","stockType":"fund","areaCode":"cn","followedNum":66,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2017-10-08T16:00:00.000Z","setUpScale":3844190000,"market":"a","tickerId":5136,"name":"华安幸福生活混合型证券投资基金","shortName":"华安幸福生活混合(005136)","fundSecondLevel":"hybrid","__csrcFundId":4806,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:33.978Z","masterFundFlag":1,"inceptionDate":"2017-10-25T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","pinyin":"haxfshhhxzqtzjj","masterFundShortName":"华安幸福生活混合","managers":[{"stockCode":"db20784234","stockType":"fund_manager","exchange":"fm","tickerId":1120211360,"name":"孔涛"}]},"announcement":{"linkText":"华安幸福生活混合型证券投资基金2020年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=553804","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec8607fea5b3eb047d2e5","stockId":3000000005136,"sao":"2020年三季度由于经济复苏超预期，市场担忧流动性很难边际上继续宽松，前期涨幅较大的医药、消费、科技等行业估值回调，而以光伏、电动车为代表的的中游制造业和以化工为代表的顺周期行业表现较好。报告期内本基金保持中性仓位运作，增加了中游制造业和部分顺周期行业配置，报告期内本基金表现超过业绩基准。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T13:17:20.059Z","fund":{"_id":3000000005136,"stockCode":"005136","stockType":"fund","areaCode":"cn","followedNum":66,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2017-10-08T16:00:00.000Z","setUpScale":3844190000,"market":"a","tickerId":5136,"name":"华安幸福生活混合型证券投资基金","shortName":"华安幸福生活混合(005136)","fundSecondLevel":"hybrid","__csrcFundId":4806,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:33.978Z","masterFundFlag":1,"inceptionDate":"2017-10-25T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","pinyin":"haxfshhhxzqtzjj","masterFundShortName":"华安幸福生活混合","managers":[{"stockCode":"db20784234","stockType":"fund_manager","exchange":"fm","tickerId":1120211360,"name":"孔涛"}]},"announcement":{"linkText":"华安幸福生活混合型证券投资基金2020年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=486910","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec8607fea5b3eb047d2e4","stockId":3000000005136,"sao":"2020年上半年上证指数上涨7.11%，创业板指数上涨7.78%，消费和医药等防御性行业表现较好，而周期性行业整体表现落后。上半年尽管海外疫情发展超预期，但是部分外需板块表现出韧性，主要原因是国内企业在供给端替代了海外企业的市场份额，因此在保留医药和云计算板块底仓的同时，加仓了外需相关业绩存在超预期可能的消费电子、光伏等板块。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:17:20.057Z","mo":"国内疫情处于收尾阶段，近期有偶发聚集性病例，另外防海外输入压力仍然较大。全球新冠肺炎每日新增确诊人数仍然在振荡上行，疫情拐点有延迟迹象，但对全球经济的冲击影响仍有望尽快见顶回落。流动性宽松推动了上半年行情，预计未来边际进一步宽松可能性不大，但是在整个居民资产在配置的背景下，股市下行风险不大，优质行业和公司的估值溢价预计将维持在相对高位。本基金将坚持成长股和消费股，特别是符合产业和消费升级趋势的，行业配置包括：云计算产业链，5g 和 5g 应用产业链，光伏和电动车产业链，消费电子产业链，生物科技产业链，医疗服务产业链， 必选消费和消费升级产业链等。","fund":{"_id":3000000005136,"stockCode":"005136","stockType":"fund","areaCode":"cn","followedNum":66,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2017-10-08T16:00:00.000Z","setUpScale":3844190000,"market":"a","tickerId":5136,"name":"华安幸福生活混合型证券投资基金","shortName":"华安幸福生活混合(005136)","fundSecondLevel":"hybrid","__csrcFundId":4806,"fundStatus":"normal","lastUpdated":"2026-07-24T21:23:33.978Z","masterFundFlag":1,"inceptionDate":"2017-10-25T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","pinyin":"haxfshhhxzqtzjj","masterFundShortName":"华安幸福生活混合","managers":[{"stockCode":"db20784234","stockType":"fund_manager","exchange":"fm","tickerId":1120211360,"name":"孔涛"}]},"announcement":{"linkText":"华安幸福生活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=453376","linkType":"PDF","source":"csrc_pdf"}}]}