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备较好的长期风险收益比；2）从创新周期所处的阶段来看，人工智能领域正处于大量的行业应用快速渗透的阶段，全球各类型独角兽企业层出不穷，通过前瞻性地挖掘突破性的产业趋势至关重要。基于此，我们仍将专注于互联网和科技软硬件在内的科技创新板块投资，在把握该领域内的板块层面和优质头部公司的机会的同时，力图挖掘出更多行业板块内的创新点和结构性机会，以获取更加丰厚的超额收益。珍惜基金份额持有人的每一分投资和每一份信任，本基金将继续奉行华夏基金管理有限公司“为信任奉献回报”的经营理念，规范运作，审慎投资，勤勉尽责地为基金份额持有人谋求长期、稳定的回报。","fund":{"_id":3000000015227,"__csrcFundId":11534,"stockCode":"015227","shortName":"华夏创新研选混合(015227)","masterFundShortName":"华夏创新研选混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":15227,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T00:31:23.848Z","status":"normal","exchange":"jj","fundCollectionId":4000050030000,"name":"华夏创新研选混合型证券投资基金","inceptionDate":"2022-08-22T16:00:00.000Z","followedNum":2,"setUpDate":"2022-08-22T16:00:00.000Z","setUpAssetScale":83905126.14,"setUpShares":83905126.14,"pinyin":"hxcxyxhhxzqtzjj","managers":[{"stockCode":"db20874036","stockType":"fund_manager","exchange":"fm","tickerId":251226222270,"name":"叶力舟"}]},"announcement":{"linkText":"华夏创新研选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=1347262","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed1317fea5b3eb051962d","date":"2025-03-30T16:00:00.000Z","stockId":3000000015227,"sao":"2025年一季度开始后，伴随着海外市场流动性的趋稳和国内经济基本面的持续改善，尤其是以Deepseek为代表的中国科技企业，已逐步成为新的经济增长引擎，产品和技术的创新带动科技板块出现了比较大的修复行情。从产业结构和竞争力的角度看，我们认为这一领域的投资机会已经非常明确，是未来3-5年中长期最为重要、预期收益最为丰厚的领域。从我们所聚焦的投资方向看，无论是核心的科技硬件环节的突破，还是应用服务的加速渗透和商业模式创新，投资的机会均呈现出多样化、持续化的特征。短期市场的波动虽然难以精确预测，但是对于投资方向和中长期的风险收益比，我们认为仍然处于非常具备吸引力的区间之内。因此，我们认为在当前集中布局于获取市场份额能力强、盈利模式好的优质企业，尤其是科技创新和内需修复两大方向中具备结构性优势的投资标的，将提供显著的超额收益。从产品运作而言，我们仍集中布局于互联网、科技软硬件、先进制造和现代服务业四大核心领域，并在本季度根据投资标的动态经营表现和估值情况进行了调整。具体而言，我们增持了人工智能和互联网平台及基础设施、垂直领域细分应用等核心标的，并从收益空间的角度出发，兑现了部分已经实现估值修复的标的。","declarationDate":"2025-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:54:57.885Z","fund":{"_id":3000000015227,"__csrcFundId":11534,"stockCode":"015227","shortName":"华夏创新研选混合(015227)","masterFundShortName":"华夏创新研选混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":15227,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T00:31:23.848Z","status":"normal","exchange":"jj","fundCollectionId":4000050030000,"name":"华夏创新研选混合型证券投资基金","inceptionDate":"2022-08-22T16:00:00.000Z","followedNum":2,"setUpDate":"2022-08-22T16:00:00.000Z","setUpAssetScale":83905126.14,"setUpShares":83905126.14,"pinyin":"hxcxyxhhxzqtzjj","managers":[{"stockCode":"db20874036","stockType":"fund_manager","exchange":"fm","tickerId":251226222270,"name":"叶力舟"}]},"announcement":{"linkText":"华夏创新研选混合型证券投资基金2025年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1271507","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed1317fea5b3eb051962c","date":"2024-12-30T16:00:00.000Z","stockId":3000000015227,"sao":"回顾2024年，权益市场受到海外流动性环境和国内经济预期变化双重因素的叠加影响，呈现出整体震荡上行的市场表现，而其中港股市场则体现出了相对更大的波动性。同时也可以看到，在市场的波动之中，新一轮以新质生产力为核心的创新领域已逐步成为新的增长引擎，无论是具备优质商业模式和人才储备的互联网及软件企业，还是在关键技术领域持续突破的硬科技公司，均在企业竞争力和资本市场表现层面贡献出了良好的表现。我们始终坚守产品定位，专注于挖掘科技创新领域最具备成长潜力的优秀企业，力争在这一领域取得可持续的长期超额回报。具体来说，我们始终投资于互联网、科技软硬件、先进制造业和现代服务业在内的核心成长赛道。从全年的产品运行来看，在以AI和国产化突破为核心的主线之上，我们取得了相对较好的投资收益，尤其是在短期市场情绪逆势阶段，仍坚定持有和加仓核心标的，为产品的收益表现提供了较好的支持。","declarationDate":"2025-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:54:57.866Z","mo":"展望2025年，我们认为无论是自上而下的宏观经济环境，还是产业角度的突破和变化，都为科技创新板块提供了良好的成长环境。一方面来说，宏观经济趋稳向好，市场预期改善空间大，叠加海外流动性环境的边际改善，为权益市场提供了良好的投资土壤；另一方面，以Deepseek为代表的中国科技企业，已经实现了对于全球先进同业的追赶，无论是科技企业自身的飞速成长，还是赋能于全行业带动经济动能的重塑，都将带来广泛而具有吸引力的投资机遇。基于此，我们仍将专注于互联网和科技软硬件在内的科技创新板块投资，在把握该领域内板块层面和优质头部公司的机会的同时，力争挖掘出更多行业板块内的创新点和结构性机会，以获取更加丰厚的超额收益。珍惜基金份额持有人的每一分投资和每一份信任，本基金将继续奉行华夏基金管理有限公司“为信任奉献回报”的经营理念，规范运作，审慎投资，勤勉尽责地为基金份额持有人谋求长期、稳定的回报。","fund":{"_id":3000000015227,"__csrcFundId":11534,"stockCode":"015227","shortName":"华夏创新研选混合(015227)","masterFundShortName":"华夏创新研选混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":15227,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T00:31:23.848Z","status":"normal","exchange":"jj","fundCollectionId":4000050030000,"name":"华夏创新研选混合型证券投资基金","inceptionDate":"2022-08-22T16:00:00.000Z","followedNum":2,"setUpDate":"2022-08-22T16:00:00.000Z","setUpAssetScale":83905126.14,"setUpShares":83905126.14,"pinyin":"hxcxyxhhxzqtzjj","managers":[{"stockCode":"db20874036","stockType":"fund_manager","exchange":"fm","tickerId":251226222270,"name":"叶力舟"}]},"announcement":{"linkText":"华夏创新研选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=1251525","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed1317fea5b3eb051962b","date":"2024-09-29T16:00:00.000Z","stockId":3000000015227,"sao":"三季度以来，海外主要经济体的经济数据和货币财政均发生了比较大的波动和变化，从而对大类资产价格产生了比较直接的冲击，但另一方面，这也带动了全球资本市场流动性环境的逐步改善。就国内权益市场而言，由于多方面原因市场情绪依然承压，但股票定价已经充分甚至过度反应这一情绪，对比我们所观察研究的优质企业的经营业绩表现，我们认为大量标的所包含的长期潜在收益已经非常具备吸引力。而从季度末国内宏观政策的变化，以及相应的资本市场的积极反馈而言，我们认为一段时间以来对于中长期定价的极端情绪，有望得到持续修复，而集中布局于获取市场份额能力强、盈利模式好的优质企业，可能获取更加明确的超额收益。就产品运作而言，我们仍集中布局于互联网、科技软硬件、先进制造和现代服务业四大核心领域，并在报告期内根据投资标的动态经营表现和估值情况进行了调整。具体而言，我们增持了互联网、现代服务业为主的盈利改善空间明确的核心标的，并在人工智能领域内根据产业链不同环节的变化情况进一步集中持有了所看好的优质标的。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:54:57.855Z","fund":{"_id":3000000015227,"__csrcFundId":11534,"stockCode":"015227","shortName":"华夏创新研选混合(015227)","masterFundShortName":"华夏创新研选混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":15227,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T00:31:23.848Z","status":"normal","exchange":"jj","fundCollectionId":4000050030000,"name":"华夏创新研选混合型证券投资基金","inceptionDate":"2022-08-22T16:00:00.000Z","followedNum":2,"setUpDate":"2022-08-22T16:00:00.000Z","setUpAssetScale":83905126.14,"setUpShares":83905126.14,"pinyin":"hxcxyxhhxzqtzjj","managers":[{"stockCode":"db20874036","stockType":"fund_manager","exchange":"fm","tickerId":251226222270,"name":"叶力舟"}]},"announcement":{"linkText":"华夏创新研选混合型证券投资基金2024年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1175720","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed1317fea5b3eb051962a","date":"2024-06-29T16:00:00.000Z","stockId":3000000015227,"sao":"2024年上半年以来，伴随全球资本市场流动性、宏观经济和地缘环境层面的变化，风险资产整体呈现出先跌后涨走势。其中，红利类、资源类资产整体表现相对稳健，而成长类、顺周期类资产则伴随上述的宏观变量调整走出了分化走势，其中产业趋势驱动的结构化成长机会显著占优。本基金配置依然维持在科技软硬件、互联网、先进制造和现代服务业在内的核心赛道布局方向。从整体表现来看，在我们重点关注的科技成长赛道中，人工智能投资主线的细分赛道例如算力、智能终端等，均贡献了显著的超额收益；与此同时，我们也较好把握了竞争环境持续改善的互联网板块结构化机会，为组合贡献了较好的回报；对于整体承压的顺周期类资产，我们则更多从长期价值和股东回报的角度精选个股，以求更好地避免市场风险偏好变化所导致的回撤风险。","declarationDate":"2024-07-17T16:00:00.000Z","lastUpdated":"2026-03-09T13:54:57.842Z","mo":"从当前展望下半年，一方面宏观变量整体仍处于高波动的环境之中，而另一方面许多优秀的创新企业在经历了市场调整之后，已逐步进入到了长期收益风险比非常高的区间之内。因此，我们将从确定性和收益风险比出发，从本基金所定位的科技成长赛道的投资方向中挖掘机会。具体来说，我们重点关注以下核心投资主线：1）竞争格局出清、盈利能力持续改善、股东回报持续提升的互联网平台；2）长期空间广阔、产品业绩估值持续催化的人工智能云端侧的产业链结构性机会；3）需求韧性强、市场地位稳固、资产负债表健康的估值性价比高的顺周期类科技制造业、服务业标的；4）海外需求明确、外生变量冲击小的具备全球竞争力的出海企业。珍惜基金份额持有人的每一分投资和每一份信任，本基金将继续奉行华夏基金管理有限公司“为信任奉献回报”的经营理念，规范运作，审慎投资，勤勉尽责地为基金份额持有人谋求长期、稳定的回报。","fund":{"_id":3000000015227,"__csrcFundId":11534,"stockCode":"015227","shortName":"华夏创新研选混合(015227)","masterFundShortName":"华夏创新研选混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":15227,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T00:31:23.848Z","status":"normal","exchange":"jj","fundCollectionId":4000050030000,"name":"华夏创新研选混合型证券投资基金","inceptionDate":"2022-08-22T16:00:00.000Z","followedNum":2,"setUpDate":"2022-08-22T16:00:00.000Z","setUpAssetScale":83905126.14,"setUpShares":83905126.14,"pinyin":"hxcxyxhhxzqtzjj","managers":[{"stockCode":"db20874036","stockType":"fund_manager","exchange":"fm","tickerId":251226222270,"name":"叶力舟"}]},"announcement":{"linkText":"华夏创新研选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=1144949","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed1317fea5b3eb0519629","date":"2024-03-30T16:00:00.000Z","stockId":3000000015227,"sao":"今年以来由于海外宏观因素的冲击以及市场情绪的大幅波动，A股和港股市场都经历了一轮快速的下跌和修复过程。虽然科技成长类资产由于其与风险偏好的强相关性，也出现了比较大的阶段性回撤，但我们的核心布局方向，即包括科技软硬件、互联网、先进制造以及现代服务业在内的四大核心领域，在市场短期恐慌情绪消散后，也获得了比较好的修复，尤其是在市场整体性下跌过程中被错杀的优质资产的买入机会，为本产品的收益修复提供了重要支持。在坚持从核心科技成长方向中精选优质资产的投资策略的基础之上，本产品一季度的具体运作变化主要是两方面，其一为紧跟以人工智能为核心的产业前沿布局确定性收益的优质标的，其二为根据年度级别的产业结构性变化趋势调整了所持有的股票资产，力求获得更好的投资回报。","declarationDate":"2024-04-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:54:57.810Z","fund":{"_id":3000000015227,"__csrcFundId":11534,"stockCode":"015227","shortName":"华夏创新研选混合(015227)","masterFundShortName":"华夏创新研选混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":15227,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T00:31:23.848Z","status":"normal","exchange":"jj","fundCollectionId":4000050030000,"name":"华夏创新研选混合型证券投资基金","inceptionDate":"2022-08-22T16:00:00.000Z","followedNum":2,"setUpDate":"2022-08-22T16:00:00.000Z","setUpAssetScale":83905126.14,"setUpShares":83905126.14,"pinyin":"hxcxyxhhxzqtzjj","managers":[{"stockCode":"db20874036","stockType":"fund_manager","exchange":"fm","tickerId":251226222270,"name":"叶力舟"}]},"announcement":{"linkText":"华夏创新研选混合型证券投资基金2024年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1067493","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed1317fea5b3eb0519628","date":"2023-12-30T16:00:00.000Z","stockId":3000000015227,"sao":"回顾2023年全年的资本市场表现，外部流动性环境的冲击、经济复苏的预期变化以及以人工智能为核心的科技创新，构成了影响市场走势的最核心因素。其中，全球龙头科技企业在前沿创新领域的持续突破，逐步为新一轮科技创新周期明确了空间和路径，也带动海外市场在经历了年初的快速调整之后，仍实现了全年的良好表现。国内权益市场则由于受到海外流动性和预期波动的双重影响，全年呈现了大幅的震荡走势。本产品的核心投资方向，即科技软硬件、互联网、先进制造和现代服务业，整体也承受了相应的市场波动压力。从产品具体运作来看，我们根据长期收益空间和产业结构变化，积极布局了包括以人工智能为核心的新技术新媒介、文娱消费和医疗器材等在内的细分赛道优质投资标的。回顾全年表现，我们所投资的标的虽然均展现出了比较好的经营业绩和行业竞争力，但由于受到外部冲击因素，尤其是港股市场的阶段性压力，导致相关标的并未贡献出理想的表现。我们认为，虽然投资者情绪和市场短期表现难以预测，但无论是宏观经济还是流动性环境都处于持续向好的进程当中，尤其是具备当前宏观环境下的结构性成长动能的优质创新型企业，其中长期收益均远远大于风险。","declarationDate":"2024-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:54:57.800Z","mo":"对于2024年的资本市场的表现，我们看好市场环境的整体回暖以及科技创新板块的新一轮结构性机会。首先，从市场环境看，短期市场定价已经明显偏离合理定价估值水平，而从宏观经济走势、政策支持力度以及海外流动性变化等核心因素来看，虽然节奏难以精准预判，但趋势性向好是相对明确的，资本市场的整体修复回暖值得期待。其次，从我们所重点投资的方向看，我们看好以人工智能为代表的创新周期所驱动，以及中国优秀企业的全球化产业链地位提升所带来的结构性成长机会，即包括互联网平台、人工智能应用、芯片和半导体产业链以及创新医疗器械等细分方向。关于投资策略和方法的迭代中，如何不断适应新的投资环境的变化，则是我们目前最为关注的核心问题。单纯的信奉经验法则无异于刻舟求剑，而所谓的宏大叙事则更多只是后见之明，甚至仅仅是一种情绪表达。人类社会的发展趋势并非一成不变，产业随着环境的变化也在持续的迭代之中，创新才是决定价值创造的核心。然而创新是一个需要经历无数次尝试和努力的过程，并非是简单的灵光一闪。当下如何理性地看待这些变化，从中挖掘新范式下的机会，正是我们作为一个专业投资者应有的科学投资的态度，也是对于创造长期投资回报信心的根本来源。我们相信，投资于中国最优秀的创新型企业，将是我们这个时代最大的机遇，也终将能带来丰厚的投资回报。珍惜基金份额持有人的每一分投资和每一份信任，本基金将继续奉行华夏基金管理有限公司“为信任奉献回报”的经营理念，规范运作，审慎投资，勤勉尽责地为基金份额持有人谋求长期、稳定的回报。","fund":{"_id":3000000015227,"__csrcFundId":11534,"stockCode":"015227","shortName":"华夏创新研选混合(015227)","masterFundShortName":"华夏创新研选混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":15227,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T00:31:23.848Z","status":"normal","exchange":"jj","fundCollectionId":4000050030000,"name":"华夏创新研选混合型证券投资基金","inceptionDate":"2022-08-22T16:00:00.000Z","followedNum":2,"setUpDate":"2022-08-22T16:00:00.000Z","setUpAssetScale":83905126.14,"setUpShares":83905126.14,"pinyin":"hxcxyxhhxzqtzjj","managers":[{"stockCode":"db20874036","stockType":"fund_manager","exchange":"fm","tickerId":251226222270,"name":"叶力舟"}]},"announcement":{"linkText":"华夏创新研选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=1049390","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed1317fea5b3eb0519627","date":"2023-09-29T16:00:00.000Z","stockId":3000000015227,"sao":"今年3季度以来，我们仍维持并持续迭代团队长期以来所坚持的核心方向和策略，即坚持投资于科技软件硬件、互联网、先进制造、现代服务业四大行业，通过建立具备优势认识的深度研究以获取产业变革中的超额投资回报。具体来说，我们积极布局受益于经济复苏和科技创新方向的投资标的，尤其是集中持有了兼备成长空间和确定性，能够在人工智能等科技创新浪潮中占据核心产业地位的科技互联网公司，以及业绩改善持续验证、估值具备吸引力的制造业服务龙头公司。从产业创新的竞争动态和企业经营业绩的变化趋势来看，我们重点看好的优质企业也都贡献出了相应的优异表现，但由于受到海外流动性等宏观因素的冲击，港股资产和顺周期属性资产短期仍处于低估承压的状态。产业创新所带来的价值创造和股票市场不可避免的价格波动，是为投资者创造回报的环境基础，所以我们并不会因为市场情绪的波动而过度悲观。我们相信，对于行业变化的持续专注研究所积累的胜率优势，才是长期收获超额回报的真正保障。","declarationDate":"2023-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:54:57.781Z","fund":{"_id":3000000015227,"__csrcFundId":11534,"stockCode":"015227","shortName":"华夏创新研选混合(015227)","masterFundShortName":"华夏创新研选混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":15227,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T00:31:23.848Z","status":"normal","exchange":"jj","fundCollectionId":4000050030000,"name":"华夏创新研选混合型证券投资基金","inceptionDate":"2022-08-22T16:00:00.000Z","followedNum":2,"setUpDate":"2022-08-22T16:00:00.000Z","setUpAssetScale":83905126.14,"setUpShares":83905126.14,"pinyin":"hxcxyxhhxzqtzjj","managers":[{"stockCode":"db20874036","stockType":"fund_manager","exchange":"fm","tickerId":251226222270,"name":"叶力舟"}]},"announcement":{"linkText":"华夏创新研选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=986652","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed1317fea5b3eb0519626","date":"2023-06-29T16:00:00.000Z","stockId":3000000015227,"sao":"今年上半年以来国内宏观经济运行整体逐步回暖，但由于受到了全球流动性和汇率等宏观环境变量的影响，以及对于短期经济数据波动所带来的政策预期的变化，导致市场出现了风格变化快、波动大的特点。具体来说，首先与宏观景气度高相关的行业方向，包括消费服务、工业制造和互联网等领域，在年初的快速修复之后普遍面临了比较大的短期增长担忧，体现在股票市场则为盈利预测和估值的下修。其次，包括人工智能在内的具备产业创新驱动力细分方向的早期主题类投资，产生了比较好的阶段性收益。而从市场属性来看，港股市场由于对汇率和海外流动性更加敏感，阶段性出现了更大的股价调整。从本产品的运行看，我们坚持投资于科技软件硬件、互联网、先进制造、现代服务业四大行业的产品定位不动摇，力争在经济复苏和产业链地位的双重逻辑下挖掘具备长期成长空间的优质标的。今年上半年，我们积极把握了受益于经济复苏和科技创新方向的投资标的，尤其是集中持有了兼备成长空间和确定性，能够在人工智能等科技创新浪潮中占据核心产业地位的科技互联网公司，坚持自身产品定位和优势能力圈；但由于受到上述宏观因素的阶段性影响，二季度后尤其是港股标的的短期股价承受了一定的压力。我们认为，在市场风格的快速变化之中，加倍勤奋积极的学习和反思必不可少，但跟风和盲从是不可取的，只有坚持在自己具备优势、更高胜率的核心领域中，才能真正为持有人贡献收益。","declarationDate":"2023-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:54:57.770Z","mo":"首先从宏观环境的角度分析，虽然今年上半年的外部环境压力持续存在，但无论从经济复苏实际情况还是政策力度来看，下半年的持续向好都非常值得期待；同时，从股票资产的估值性价比综合考虑，大量优质顺周期投资标的都处于过度悲观的低估状态，潜在回报极具吸引力。虽然路径可能曲折，但其方向和空间、风险收益比是我们所持续看好的。因此，本产品在聚焦投资于科技赛道中掌握核心技术环节、具备创新突破能力的优质标的这一核心选股思路之上，将同时积极把握率先受益于经济复苏的细分产业方向，我们相信全年的投资主线仍是在成长赛道中选择能实现产品突破、业绩突破的好公司。具体来说，我们将在以下四大方向上进行重点布局：1）前沿技术能力储备丰富+盈利能力显著提升的互联网优质平台；2）具备AI数字化场景落地能力的优质软件公司；3）具备核心技术环节突破机遇的科技硬件和医疗器械企业；4）率先受益于经济复苏的现代服务业和制造业企业。珍惜基金份额持有人的每一分投资和每一份信任，本基金将继续奉行华夏基金管理有限公司“为信任奉献回报”的经营理念，规范运作，审慎投资，勤勉尽责地为基金份额持有人谋求长期、稳定的回报。","fund":{"_id":3000000015227,"__csrcFundId":11534,"stockCode":"015227","shortName":"华夏创新研选混合(015227)","masterFundShortName":"华夏创新研选混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":15227,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T00:31:23.848Z","status":"normal","exchange":"jj","fundCollectionId":4000050030000,"name":"华夏创新研选混合型证券投资基金","inceptionDate":"2022-08-22T16:00:00.000Z","followedNum":2,"setUpDate":"2022-08-22T16:00:00.000Z","setUpAssetScale":83905126.14,"setUpShares":83905126.14,"pinyin":"hxcxyxhhxzqtzjj","managers":[{"stockCode":"db20874036","stockType":"fund_manager","exchange":"fm","tickerId":251226222270,"name":"叶力舟"}]},"announcement":{"linkText":"华夏创新研选混合型证券投资基金2023年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/di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