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，但在春节前后得以顺利解决。随后股指缓慢升至5月，之后由于经济基本面的担忧开始进入调整，直到9月24日国新办新闻发布会快速扭转了投资者预期，股指先经历一段普涨后进入小盘股活跃阶段。转债市场总体走势与股市一致，只是在8月经历了一次信用风险冲击，随后在四季度明显修复。在2024年的投资过程中，有很多的主题机会出现，但是市场波动较大。为了控制回撤，中间我们做了一定的波段操作。全年我们主要参与了人工智能产业链，新能源，高股息相关板块，传媒，AI端侧等细分领域的机会。","declarationDate":"2025-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:39.367Z","mo":"2025年，国内经济增长目标预计保持在5%左右，财政政策发力将是主要的看点，货币政策方面受到多重因素影响，降准降息需要等待适当的时机。房地产市场在一系列支持政策下已有初步企稳迹象，股市回暖后对居民带来正向财富效应，这些都构成经济增长的有利因素。但是，也需要关注特朗普政府对中国商品的关税政策，可能对中国出口增速带来一定影响。具体到债券市场，实体融资需求较弱将继续推动资金进入债市，货币政策仍处于支持阶段。但是去年12月收益率快速下行近40bp导致目前收益率水平抢跑严重，基本已反映了今年的降息空间。在此背景下，债市的波动必然加大，同时会受到政策、股市等多方面的扰动。股市方面，国内经济企稳将带来基本面边际利好，而较低的债市收益率凸显权益市场的投资价值，近期国内AI产业的发展、电影票房的亮眼表现等极大的提升了投资者的信心，我们认为全年股市震荡中枢向上，并且结构性机会将不断出现，科技和高分红板块预计有较好表现。转债方面，受益于股市回暖，表现也值得期待。另外，由于到期和赎回的转债较多，新发转债节奏较慢，转债市场规模不断缩减，而低利率环境下各类投资者有增配转债的需求，因而供求关系的好转也有望支持转债市场的表现。","fund":{"_id":3000000002584,"stockCode":"002584","stockType":"fund","areaCode":"cn","followedNum":1,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-07T16:00:00.000Z","setUpScale":376258000,"market":"a","tickerId":2584,"custody":"上海浦东发展银行股份有限公司","name":"富安达长盈灵活配置混合型证券投资基金","shortName":"富安达长盈混合(002584)","fundSecondLevel":"hybrid","__csrcFundId":2692,"fundStatus":"normal","lastUpdated":"2026-04-30T18:32:33.926Z","masterFundFlag":1,"inceptionDate":"2016-05-10T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达长盈混合","pinyin":"fadcylhpzhhxzqtzjj","managers":[{"stockCode":"8801359388","stockType":"fund_manager","exchange":"fm","tickerId":260825110150,"name":"赵恒毅"}]},"announcement":{"linkText":"富安达长盈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=1246976","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6937fea5b3eb045b011","date":"2024-09-29T16:00:00.000Z","stockId":3000000002584,"sao":"报告期内，上证指数涨幅12.44%，创业板指涨29.21%，涨幅前三的分别是非银行金融（中信，下同）43.8%，综合金融42.6%，房地产28.1%，涨幅后三的分别为石油石化2.5%，煤炭4.5%，电力及公用事业5.8%，行业之间分化较为明显，主要因9月底政策转向，大幅提升市场风险偏好。本报告期，国内经济对逆周期政策的依赖度显著加强。9月国内外整体宏观政策上都出现了较大变化，9月17号美联储议息会议的决定是降息50bp，为国内政策打开了较大空间。9月最后一周，国内也出台了非常重磅的各项政策。无论是‘一行一局一会’的金融政策‘’组合拳‘’，还是中央政治局会议的超预期，不断给市场注入了强有力的信心，9月最后一周市场迎来了久违的大涨。我们认为市场如此表现的原因主要在于经济政策对资本市场的支持，是股市预期上修的关键。无风险利率下降与风险偏好提升，推动增量资金入市，无论市场情绪还是市场成交量，都较上述会议召开前有较大的变化，后续期待财政政策的再次发力，重点观察经济基本面的改善情况。本报告期，因为市场风险偏好的提升，本基金增加了成长股的组合配置，我们看好成长股后续的表现机会，以及下半年科技制造、消费电子和光模块的表现。","declarationDate":"2024-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:39.365Z","fund":{"_id":3000000002584,"stockCode":"002584","stockType":"fund","areaCode":"cn","followedNum":1,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-07T16:00:00.000Z","setUpScale":376258000,"market":"a","tickerId":2584,"custody":"上海浦东发展银行股份有限公司","name":"富安达长盈灵活配置混合型证券投资基金","shortName":"富安达长盈混合(002584)","fundSecondLevel":"hybrid","__csrcFundId":2692,"fundStatus":"normal","lastUpdated":"2026-04-30T18:32:33.926Z","masterFundFlag":1,"inceptionDate":"2016-05-10T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达长盈混合","pinyin":"fadcylhpzhhxzqtzjj","managers":[{"stockCode":"8801359388","stockType":"fund_manager","exchange":"fm","tickerId":260825110150,"name":"赵恒毅"}]},"announcement":{"linkText":"富安达长盈灵活配置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=1169998","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6937fea5b3eb045b010","date":"2024-06-29T16:00:00.000Z","stockId":3000000002584,"sao":"2024年上半年A股市场波动较大，经历了先抑后扬的局面，报告期内上证指数微跌0.25%，沪深300涨0.89%，创业板指跌10.99%，各行业间分化较大，上半年涨幅前三为银行（中信，下同）19.19%、煤炭12.79%、石油石化11.36%，跌幅前三的为综合 -37.10%、消费者服务-23.82%、计算机-21.62%，上半年市场整体风格表现较为极致，大盘蓝筹股表现优于中小盘股。2024年年初，全球宏观经济在高利率抑制下仍处在下行通道，美联储降息预期一再推迟，国内经济复苏未及预期，投资者对经济的情绪较为谨慎，市场出现了快速下跌，随着国家采取维护市场平稳运行措施，A股逐步企稳并上行站上了3100点。二季度经济数据增长速度有所放缓，A股在5月下旬开始下行，目前呈现震荡趋势。本报告期，我们采取了以红利资源作为底仓，科技持仓作为弹性的搭配组合，我们看好红利高股息资产在后续的机会，以及下半年科技制造、消费电子和光模块的表现。","declarationDate":"2024-07-17T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:39.362Z","mo":"展望2024年下半年，美国短期数据不及预期，降息预期再次提前，下半年美国迎来大选，地缘政治对全球经济仍构成主要风险。国内来看，三中全会对短期经济的定调：全会分析了当前形势和任务，强调坚定不移实现全年经济社会发展目标。要按照党中央关于经济工作的决策部署，落实好宏观政策，积极扩大国内需求，因地制宜发展新质生产力，加快培育外贸新动能，扎实推进绿色低碳发展，切实保障和改善民生，巩固拓展脱贫攻坚成果。我们相信下半年国内经济在各项政策的支持下会展现出相对韧性。整体上我们认为下半年市场可能处于震荡的格局，或有结构性机会，我们关注的重点是寻找红利高股息资产和具有国际竞争力的科技创新型企业，我们将关注高端制造、集成电路、人工智能、新材料、军工等成长性行业的投资机会。","fund":{"_id":3000000002584,"stockCode":"002584","stockType":"fund","areaCode":"cn","followedNum":1,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-07T16:00:00.000Z","setUpScale":376258000,"market":"a","tickerId":2584,"custody":"上海浦东发展银行股份有限公司","name":"富安达长盈灵活配置混合型证券投资基金","shortName":"富安达长盈混合(002584)","fundSecondLevel":"hybrid","__csrcFundId":2692,"fundStatus":"normal","lastUpdated":"2026-04-30T18:32:33.926Z","masterFundFlag":1,"inceptionDate":"2016-05-10T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达长盈混合","pinyin":"fadcylhpzhhxzqtzjj","managers":[{"stockCode":"8801359388","stockType":"fund_manager","exchange":"fm","tickerId":260825110150,"name":"赵恒毅"}]},"announcement":{"linkText":"富安达长盈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=1142394","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6937fea5b3eb045b00f","date":"2024-03-30T16:00:00.000Z","stockId":3000000002584,"sao":"一季度上证指数涨2.23%，沪深300指数涨3.1%，创业板指跌3.87%，分行业来看，期间涨幅较大的是石油石化（中信，下同）涨12.05%，家电涨10.79%，银行涨10.78%，跌幅前三分别为综合-15.69%，医药-11.85%，电子-10.18%。各行业间的分化较大，报告期内指数先抑后扬，走出了“V”型趋势。一季度内大盘总体还是大盘蓝筹高股息红利股占优，科技成长先跌后又反弹，区间涨幅整体靠后。从最近公布的经济数据来看，3月PMI超预期上行至荣枯线上，国内经济基本面出现企稳修复迹象，价格相关指数有待后续进一步验证，一季度政治局会议传达政策偏稳，后续重点关注业绩情况。海外来看，需警惕海外地缘局势升级，市场避险情绪升级，“再通胀”担忧再起，我们保持密切关注。本季度本基金重点配置了有色、通信、电子、计算机、光伏等相关板块。","declarationDate":"2024-04-17T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:39.354Z","fund":{"_id":3000000002584,"stockCode":"002584","stockType":"fund","areaCode":"cn","followedNum":1,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-07T16:00:00.000Z","setUpScale":376258000,"market":"a","tickerId":2584,"custody":"上海浦东发展银行股份有限公司","name":"富安达长盈灵活配置混合型证券投资基金","shortName":"富安达长盈混合(002584)","fundSecondLevel":"hybrid","__csrcFundId":2692,"fundStatus":"normal","lastUpdated":"2026-04-30T18:32:33.926Z","masterFundFlag":1,"inceptionDate":"2016-05-10T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达长盈混合","pinyin":"fadcylhpzhhxzqtzjj","managers":[{"stockCode":"8801359388","stockType":"fund_manager","exchange":"fm","tickerId":260825110150,"name":"赵恒毅"}]},"announcement":{"linkText":"富安达长盈灵活配置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=1064610","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6937fea5b3eb045b00e","date":"2023-12-30T16:00:00.000Z","stockId":3000000002584,"sao":"回顾2023年全年，在2023年春节复工之后，国内整体开始恢复，经济开始复苏。一季度的经济数据呈现逐步恢复的态势，但进入二季度，经济恢复程度有所放缓，经济数据低于预期，从各方面的数据情况来看，居民的消费意愿并不强劲，超额储蓄仍然维持在高位，地产销售和投资仍有一定压力，国内经济复苏的斜率放缓。同时，俄乌冲突仍在持续，美联储持续加息，美国十年期国债利率持续上行，各种海外宏观因素变化诡谲，也同样影响国内。2023年的证券市场呈现先扬后抑的走势，上半年随着经济复苏和人工智能的爆发，上证指数从年初的3089.26涨到5月份的高点3418.95，行业层面上，以TMT为代表的人工智能产业链迎来大涨，而下半年随着经济复苏低于预期，上证指数逐渐回调至年底的2974.93，而人工智能产业链也面临大幅回调，全年收益率收窄，个股之间的涨跌幅分化较大。全年来看，人工智能产业链领涨，煤炭，家电，石油石化涨幅同样居前。2023年上证指数全年下跌3.7%，沪深300指数下跌11.38%，同期本基金A类基金份额净值上涨5.09%，C类基金份额净值上涨4.89%。在2023年的投资过程中，我们比较好的把握了人工智能产业链的机会，后续我们将持续关注人工智能、数字经济、传统能源、高端制造、猪周期等行业的投资机会。","declarationDate":"2024-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:39.352Z","mo":"展望2024年全球宏观经济，在高利率抑制下，2024年全球经济或仍在下行通道，上行拐点需等待降息落地，节点或在2024下半年。同时，超级大选年加持下，2024年地缘政治对全球经济仍构成主要风险。国内方面，2023年是中国经济社会全面恢复常态化运营的第一年，国民经济恢复向好的趋势明显。展望2024年，我们认为国内经济的亮点与期待主要体现在三个方面：（1）企业盈利上行，2024年价格指标有望持续回升，这意味着2024年名义经济增长将加快；（2）补库存周期启动：当前库存周期或已见底回升，2024年大概率将处于新一轮的补库周期；(3)出口增速有望回升：2024年价格因素对于出口的贡献将比2023年明显，需求回升将进一步对2024年出口形成支撑。我们长期看好国内的A股市场的投资机会，本基金将关注数字经济、人工智能、高端制造、能源、生物医药等行业中有竞争力公司。","fund":{"_id":3000000002584,"stockCode":"002584","stockType":"fund","areaCode":"cn","followedNum":1,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-07T16:00:00.000Z","setUpScale":376258000,"market":"a","tickerId":2584,"custody":"上海浦东发展银行股份有限公司","name":"富安达长盈灵活配置混合型证券投资基金","shortName":"富安达长盈混合(002584)","fundSecondLevel":"hybrid","__csrcFundId":2692,"fundStatus":"normal","lastUpdated":"2026-04-30T18:32:33.926Z","masterFundFlag":1,"inceptionDate":"2016-05-10T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达长盈混合","pinyin":"fadcylhpzhhxzqtzjj","managers":[{"stockCode":"8801359388","stockType":"fund_manager","exchange":"fm","tickerId":260825110150,"name":"赵恒毅"}]},"an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，从最初的医药，到后续安全主题带动下的计算机、通信等，主线集中于成长，而后随着疫情防控“二十条”和房地产“第二、三支箭”等政策落地，消费、地产链条再次开始上涨。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:39.341Z","mo":"疫情防控措施优化后，经济向好的方向实现是相对明确的。中国经济恢复的强度是我们最关心的核心矛盾。无论是美联储加息、国内经济向好等，方向都是明确的，不明确的只有节奏和幅度，因此做多A股是确定的，但会根据经济恢复的情况来做结构的选择。我们认为目前制约经济强度的点在于财政压力较大。而从政策节奏角度看，两会可能是政策出台的关键时点，如果市场对经济回升的预期升温，价值就有很大的机会；而如果需求弱于预期，流动性宽松背景下，资金大概率会继续选择成长。其实1-2月份的股市已经在反映这个逻辑，春节前市场对经济回升预期强，价值占优，而节后，经济低于预期，成长开始领先。而从方向上来看，我们认为今年数字经济仍是重中之重，重点关注订单业绩落地的确定性及新方向的扩散，比如大模型，新的AI赛道等。另外，国企改革也要加强关注，国资委召开中央企业负责人会议，明确将2023年中央企业经营层面的任务目标调整为“一增一稳四提升”，新一轮国企改革深化提升行动已开启。","fund":{"_id":3000000002584,"stockCode":"002584","stockType":"fund","areaCode":"cn","followedNum":1,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-07T16:00:00.000Z","setUpScale":376258000,"market":"a","tickerId":2584,"custody":"上海浦东发展银行股份有限公司","name":"富安达长盈灵活配置混合型证券投资基金","shortName":"富安达长盈混合(002584)","fundSecondLevel":"hybrid","__csrcFundId":2692,"fundStatus":"normal","lastUpdated":"2026-04-30T18:32:33.926Z","masterFundFlag":1,"inceptionDate":"2016-05-10T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达长盈混合","pinyin":"fadcylhpzhhxzqtzjj","managers":[{"stockCode":"8801359388","stockType":"fund_manager","exchange":"fm","tickerId":260825110150,"name":"赵恒毅"}]},"announcement":{"linkText":"富安达长盈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=865482","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6937fea5b3eb045b009","date":"2022-09-29T16:00:00.000Z","stockId":3000000002584,"sao":"3季度市场整体偏弱，疫情的反复以及断贷事件的冲击导致市场对经济预期偏悲观，在流动性偏宽松的环境下，8月上旬之前小票成长表现较好。但随着流动性的边际收敛以及8月的信贷数据的落地，市场对于经济保底预期进一步提升，地产成为经济保底的期待方向，而我们也在后续看到了一系列政策的落地，比如下调部分城市首套房贷款利率下限、下调住房公积金贷款利率以及给予换购住房个税优惠等，地产政策已经从前期的“因城施策”转向范围更广“自上而下”的调控，9月份更是逐步看到了地产销售数据的边际改善，我们认为这是地产重新反弹的核心原因。另外，国常会上专项再贷款与财政贴息配套支持部分领域设备更新改造等政策的推出，引起消费、医药也出现了一波反弹。由于市场没有比较明确的主线，我们在操作上更多是通过降仓位的方式来应对，期间增配了部分房地产、消费等标的，但增配的比例偏低，更多仓位还是放在成长板块，9月下旬更是考虑到赛道成长调整幅度较大，且美国加息预期已相对充分，又增配了部分成长标的。但市场的反弹幅度明显低于预期，仅2天后就重回下跌趋势，导致我们看对方向但整体净值仍然受损。展望后市，市场整体仍比较疲软，海外加息预期的波动对汇率及国内市场或仍将产生一定影响，但国内基本面和流动性逐步改善，房地产政策也在持续推进，有助于购买者情绪的恢复。人民币汇率阶段性企稳，流动性节后也出现了改善，DR007回落至1.4左右，表明节后市场资金面跨季回归后仍比较宽松，市场估值水平已回到历史底部，我们认为市场短期最大的问题或许还是在于情绪。总体而言，经济企稳信号在增强，市场对于9月信贷数据也有较好的预期，逢低加仓或是可以考虑的选择，方向上侧重均衡配置，除了适当增配房地产和建筑建材标的外，还会逢低增配成长确定性较高的赛道股，市场调整至此，若出现反弹，大概率还是超跌赛道弹性更大。消费是我们中期比较看好的方向，但短期还存在一定的不确定性。","declarationDate":"2022-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:39.338Z","fund":{"_id":3000000002584,"stockCode":"002584","stockType":"fund","areaCode":"cn","followedNum":1,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-07T16:00:00.000Z","setUpScale":376258000,"market":"a","tickerId":2584,"custody":"上海浦东发展银行股份有限公司","name":"富安达长盈灵活配置混合型证券投资基金","shortName":"富安达长盈混合(002584)","fundSecondLevel":"hybrid","__csrcFundId":2692,"fundStatus":"normal","lastUpdated":"2026-04-30T18:32:33.926Z","masterFundFlag":1,"inceptionDate":"2016-05-10T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达长盈混合","pinyin":"fadcylhpzhhxzqtzjj","managers":[{"stockCode":"8801359388","stockType":"fund_manager","exchange":"fm","tickerId":260825110150,"name":"赵恒毅"}]},"announcement":{"linkText":"富安达长盈灵活配置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=803205","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6937fea5b3eb045b008","date":"2022-06-29T16:00:00.000Z","stockId":3000000002584,"sao":"2022年以来，A股市场在国内新冠疫情发展超预期、中美利差、汇率变化、地缘政治、面临经济下行压力等复杂多变的背景下，整体呈下跌走势且波动较大。这期间我们在行业板块的配置上整体偏均衡，以应对局部板块标的的快速回撤；而在市场反弹过程中，我们倾向于配置弹性偏大且兼具业绩稳定成长性的板块及品种，以获取业绩及估值同步提升空间。","declarationDate":"2022-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:09:39.331Z","mo":"目前A股面临的外部环境复杂度进一步加深，如欧洲经济表现、海外加息及美国经济、美股表现预期等均在发生不断变化，包括美元指数的不断攀升等，令国际配置资金的流向判断复杂度大幅提升。反观国内，在经济面临下行压力的情况下，政策整体是中性偏稳的，特别是货币政策方面仍是稳定的，且下半年政策的重心大概率在于落实上，我们一方面需要对国内经济、行业高频数据进行紧密跟踪，另一方面关注后续披露的企业中报数据表现，或又要回到自下而上寻找A股配置中相对优势的阶段。","fund":{"_id":3000000002584,"stockCode":"002584","stockType":"fund","areaCode":"cn","followedNum":1,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-04-07T16:00:00.000Z","setUpScale":376258000,"market":"a","tickerId":2584,"custody":"上海浦东发展银行股份有限公司","name":"富安达长盈灵活配置混合型证券投资基金","shortName":"富安达长盈混合(002584)","fundSecondLevel":"hybrid","__csrcFundId":2692,"fundStatus":"normal","lastUpdated":"2026-04-30T18:32:33.926Z","masterFundFlag":1,"inceptionDate":"2016-05-10T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达长盈混合","pinyin":"fadcylhpzhhxzqtzjj","managers":[{"stockCode":"8801359388","stockType":"fund_manager","exchange":"fm","tickerId":260825110150,"name":"赵恒毅"}]},"announcement":{"linkText":"富安达长盈灵活配置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=779060","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec6937fea5b3eb045b007","date":"2022-03-30T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