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大的变化，由震荡转为上涨。　　本基金2024年全年保持均衡配置，在震荡市中着重控制回撤，在九月份前回撤幅度低于市场平均。在九月份后市场上涨时积极增加了券商、科技类资产的配置。全年，组合在成长类股票中成功抓住了逆变器、碳酸锂以及苹果手机产业链等投资机会，对组合净值增长提供了有效拉动。","declarationDate":"2025-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T14:15:00.955Z","mo":"展望2025年，我们对市场总体比较乐观，如前期报告中所述，我们将继续重点关注AI应用的机会，并择机扩大投资比例。同时，也将重点关注红利股票在债券收益率持续下行下的配置价值。后续，本基金仍将按照成长为主，兼顾均衡的配置思路，坚守能力圈，做中长期布局，尽全力为持有人的价值增长而努力。","fund":{"_id":3000000519767,"stockCode":"519767","stockType":"fund","areaCode":"cn","followedNum":20,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-10T16:00:00.000Z","setUpScale":580544000,"market":"a","tickerId":519767,"custody":"中国工商银行股份有限公司","name":"交银施罗德科技创新灵活配置混合型证券投资基金","shortName":"交银科技创新灵活配置混合(519767)","fundSecondLevel":"hybrid","__csrcFundId":2680,"fundStatus":"normal","lastUpdated":"2026-05-01T08:15:58.484Z","masterFundFlag":1,"inceptionDate":"2016-05-04T16:00:00.000Z","fundCollectionId":4000050480000,"currency":"CNY","masterFundShortName":"交银科技创新灵活配置混合","pinyin":"jysldkjcxlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"db20277539","stockType":"fund_manager","exchange":"fm","tickerId":1803156980,"name":"芮晨"}]},"announcement":{"linkText":"交银施罗德科技创新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=1246449","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed5e47fea5b3eb05638b5","date":"2024-09-29T16:00:00.000Z","stockId":3000000519767,"sao":"2024年三季度，整体经济基本延续二季度的走势。季度末，国家出台了一系列促进金融、消费和经济的政策后，市场反应强烈，成交量迅速放大，赚钱效应明显。组合在三季度末进行了调仓，降低了AI端侧的配置，增加了周期和非银的配置。　　展望2024年四季度，我们将重点关注市场上涨的持续性，即会关注破净股票估值回归的机会，也会持续关注成长方向AI应用硬件和软件的产业进展，同时对政策出台后对顺周期和消费行业的提升效果也会持续跟踪。后续，本基金仍将按照平衡的配置思路，坚守能力圈，做中长期布局。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T14:15:00.953Z","fund":{"_id":3000000519767,"stockCode":"519767","stockType":"fund","areaCode":"cn","followedNum":20,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-10T16:00:00.000Z","setUpScale":580544000,"market":"a","tickerId":519767,"custody":"中国工商银行股份有限公司","name":"交银施罗德科技创新灵活配置混合型证券投资基金","shortName":"交银科技创新灵活配置混合(519767)","fundSecondLevel":"hybrid","__csrcFundId":2680,"fundStatus":"normal","lastUpdated":"2026-05-01T08:15:58.484Z","masterFundFlag":1,"inceptionDate":"2016-05-04T16:00:00.000Z","fundCollectionId":4000050480000,"currency":"CNY","masterFundShortName":"交银科技创新灵活配置混合","pinyin":"jysldkjcxlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"db20277539","stockType":"fund_manager","exchange":"fm","tickerId":1803156980,"name":"芮晨"}]},"announcement":{"linkText":"交银施罗德科技创新灵活配置混合型证券投资基金2024年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1176325","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed5e47fea5b3eb05638b4","date":"2024-06-29T16:00:00.000Z","stockId":3000000519767,"sao":"2024 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A 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股市场在四季度的波动可能会有所加大，我们需要从组合方面关注对回撤的控制。第二，连续两年的上涨使大部分优质股票的估值处于历史估值的上限，中长期的预期收益率可能有所调低。本基金后续拟保持中性略高仓位，按照成长为主、兼顾控回撤的配置思路。我们将关注科技、消费及金融等低估值龙头，坚守能力圈，做中长期布局，努力为持有人带来稳健持续的收益。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-27T16:00:00.000Z","lastUpdated":"2026-03-09T14:15:00.909Z","fund":{"_id":3000000519767,"stockCode":"519767","stockType":"fund","areaCode":"cn","followedNum":20,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-10T16:00:00.000Z","setUpScale":580544000,"market":"a","tickerId":519767,"custody":"中国工商银行股份有限公司","name":"交银施罗德科技创新灵活配置混合型证券投资基金","shortName":"交银科技创新灵活配置混合(519767)","fundSecondLevel":"hybrid","__csrcFundId":2680,"fundStatus":"normal","lastUpdated":"2026-05-01T08:15:58.484Z","masterFundFlag":1,"inceptionDate":"2016-05-04T16:00:00.000Z","fundCollectionId":4000050480000,"currency":"CNY","masterFundShortName":"交银科技创新灵活配置混合","pinyin":"jysldkjcxlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"db20277539","stockType":"fund_manager","exchange":"fm","tickerId":1803156980,"name":"芮晨"}]},"announcement":{"linkText":"交银施罗德科技创新灵活配置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=493245","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed5e47fea5b3eb05638a4","stockId":3000000519767,"sao":"2020年上半年，由于遭遇新冠疫情的影响，全世界资本市场大幅波动，波动幅度从100年的时间跨度来看，也是罕见的。由于中国采取了迅速而强有力管控措施，新冠疫情在较短的时间内得到有效控制并下降到很低的水平。反映到A股上，波动的幅度在全世界看都是相当缓和的。进入到二季度后，世界疫情的发展呈现出不同的状况，在国内疫情虽有反复，但整体平稳，经济活动稳步恢复。欧洲的疫情情况在逐步下降的过程中，但美国和一些第三世界人口大国以及南半球国家还没有看到疫情的拐点出现。上半年A股市场受疫情影响，先跌后涨，创业板涨幅相对领先，主板表现相对较弱；行业层面，科技、医药、食品饮料、社会服务以及消费等板块涨幅居前，金融、地产以及化工等传统顺周期低估值行业涨幅落后。本基金上半年保持中性偏高仓位，主要仓位配置在计算机、电子以及军工为主的科技板块，辅助仓位一部分配置在医药和消费为主的泛大消费板块，另一部分配置在地产化工等传统顺周期低估值行业。从上半年看本基金跑赢业绩比较基准。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T14:15:00.906Z","mo":"展望2020年下半年，我们对A股市场维持谨慎乐观的态度。考虑到当前的经济状况和利率水平，我们认为大类资产配置中权益仍然最优，但要注意到：第一，随着11月份的美国大选的临近，中美关系的波动可能会再次成为市场关注的焦点，A股市场下半年的波动可能会有所加大，需要从组合方面关注对回撤的控制；第二，北半球进入冬季后疫情有可能进一步反复加剧，但同时我们也应该预期到随着新冠疫苗的成熟投放，一旦疫情得到控制后，全球经济的弹性和向上可持续的时间预计非常可观，传统顺周期低估值行业投资机会可能较大。本基金后续拟保持中性略高仓位，按照成长为主、兼顾控回撤的配置思路。我们将关注科技、消费及地产化工等传统顺周期低估值龙头，坚守能力圈，做中长期布局，努力为持有人带来稳健持续的收益。","fund":{"_id":3000000519767,"stockCode":"519767","stockType":"fund","areaCode":"cn","followedNum":20,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-10T16:00:00.000Z","setUpScale":580544000,"market":"a","tickerId":519767,"custody":"中国工商银行股份有限公司","name":"交银施罗德科技创新灵活配置混合型证券投资基金","shortName":"交银科技创新灵活配置混合(519767)","fundSecondLevel":"hybrid","__csrcFundId":2680,"fundStatus":"normal","lastUpdated":"2026-05-01T08:15:58.484Z","masterFundFlag":1,"inceptionDate":"2016-05-04T16:00:00.000Z","fundCollectionId":4000050480000,"currency":"CNY","masterFundShortName":"交银科技创新灵活配置混合","pinyin":"jysldkjcxlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"db20277539","stockType":"fund_manager","exchange":"fm","tickerId":1803156980,"name":"芮晨"}]},"announcement":{"linkText":"交银施罗德科技创新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=462512","linkType":"PDF","source":"csrc_pdf"}}]}