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技术跨越式突破实现核心竞争力跃升，推动国产产业链从机器人终端应用、游戏开发到上游硬件算力全链条爆发式增长；新能源行业仍处于反内卷与加速去产能进程中，技术领先优势显著，但产业出清尚需等待。","fund":{"_id":3000000016243,"__csrcFundId":12217,"stockCode":"016243","shortName":"广发成长领航一年持有混合(016243)","masterFundShortName":"广发成长领航一年持有混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":16243,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T00:58:41.064Z","status":"normal","exchange":"jj","fundCollectionId":4000050300000,"name":"广发成长领航一年持有期混合型证券投资基金","inceptionDate":"2023-03-09T16:00:00.000Z","setUpDate":"2023-03-09T16:00:00.000Z","setUpAssetScale":317294598.34,"setUpShares":317294598.34,"pinyin":"gfczlhyncyqhhxzqtzjj","followedNum":3,"memoNum":1,"managers":[{"stockCode":"db20771003","stockType":"fund_manager","exchange":"fm","tickerId":232525209390,"name":"吴远怡"}]},"announcement":{"linkText":"广发成长领航一年持有期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=1343860","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed1b97fea5b3eb0522474","date":"2025-03-30T16:00:00.000Z","stockId":3000000016243,"sao":"2025年一季度，资本市场整体呈现震荡态势。在此期间，科技领域的发展亮点频出。伴随国产大模型技术迎来质的飞跃，AI产业链日臻完善，以DeepSeek为代表的国产科技力量强势崛起。模型技术的进步，为人形机器人产业带来显著革新，人形机器人动作协调性和灵活性有了显著的进步，成为市场中亮眼的新成长投资方向。从产业长远发展趋势来看，新能源行业在经历了一段时间的低谷后，产业底部已然显现。当下，业内企业正积极构建产业联盟，借助各方资源优势，在技术研发、市场拓展等方面展开深度合作，助力新能源行业迈向新的发展阶段。与此同时，军工行业在过去三四年的调整中，优化了内部结构，如今订单量显著改善，行业活力进一步被激发。本基金始终聚焦成长股领域，致力于捕捉时代变革中的投资机遇。报告期内，面对新消费板块诸如“谷子经济”、国潮等新业态的蓬勃兴起，本基金挖掘其中丰富的细分投资机会，精选具有潜力的成长型企业进行投资，与企业共同成长，力求让投资者分享时代变革所孕育的丰厚资本利得。","declarationDate":"2025-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:57:13.330Z","fund":{"_id":3000000016243,"__csrcFundId":12217,"stockCode":"016243","shortName":"广发成长领航一年持有混合(016243)","masterFundShortName":"广发成长领航一年持有混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":16243,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T00:58:41.064Z","status":"normal","exchange":"jj","fundCollectionId":4000050300000,"name":"广发成长领航一年持有期混合型证券投资基金","inceptionDate":"2023-03-09T16:00:00.000Z","setUpDate":"2023-03-09T16:00:00.000Z","setUpAssetScale":317294598.34,"setUpShares":317294598.34,"pinyin":"gfczlhyncyqhhxzqtzjj","followedNum":3,"memoNum":1,"managers":[{"stockCode":"db20771003","stockType":"fund_manager","exchange":"fm","tickerId":232525209390,"name":"吴远怡"}]},"announcement":{"linkText":"广发成长领航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=1266108","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed1b97fea5b3eb0522473","date":"2024-12-30T16:00:00.000Z","stockId":3000000016243,"sao":"回顾2024年A股市场，整体波动剧烈，年初各主要板块普遍调整，后面随着政策刺激等带动出现两波反弹行情，全年市场以震荡为主。地产刺激政策频出，整体基本面略显效果，但仍在漫长的探底过程中；可选及必选消费虽有政策加持，消费活力有待进一步激发；医药板块受集采、研发高风险等因素拖累；金融板块内部分化，银行因避险与高股息特征受青睐，证券则因市场波动和佣金下滑而表现平淡；新能源仍在去产能过程中；全年的亮点是以人工智能为代表的算力、应用领域，相关企业业绩与股价齐升，但随着市场风险偏好降低，板块波动急剧放大，投资风险显著增加。本报告期内，本基金主要配置了人工智能、高端制造、新消费等方向。本基金聚焦成长股，着力投资于推动时代变革的成长型企业，旨在分享时代变迁孕育的丰厚资本利得。","declarationDate":"2025-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:57:13.327Z","mo":"展望2025年，新能源行业历经超两年调整，当前行业估值大概率处于底部。光伏产业联盟推动控量保价，行业供需优化，边际改善显著，电池行业也同步向好，正走出调整迈向增长。新消费板块活力迸发，“谷子经济”、国潮消费品等新业态涌现，满足多元需求，引领消费创新，深挖市场潜力，推动消费市场持续繁荣。国产算力和模型领域在2025年有望迎来重大突破。随着国产AI模型及相关产品的逐步成熟并进入大众市场，技术创新与市场应用的良性互动正在形成。预计在未来1-2年内，国产算力领域将吸引大量资本投入，从硬件设施到算法优化，产业链各环节都将迎来发展机遇。2025年，以豆包、deepseek、宇树等为代表的人工智能创新企业的崛起，将对中国科技产业产生深远影响。这些企业凭借其在人工智能领域的技术优势和创新能力，不仅推动了行业的技术进步，还为中国资产的价值重估提供了有力支撑。随着人工智能技术在各行业的广泛应用，中国科技企业的市场竞争力和估值水平有望提升，进而带动中国资产的整体价值重估。","fund":{"_id":3000000016243,"__csrcFundId":12217,"stockCode":"016243","shortName":"广发成长领航一年持有混合(016243)","masterFundShortName":"广发成长领航一年持有混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":16243,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T00:58:41.064Z","status":"normal","exchange":"jj","fundCollectionId":4000050300000,"name":"广发成长领航一年持有期混合型证券投资基金","inceptionDate":"2023-03-09T16:00:00.000Z","setUpDate":"2023-03-09T16:00:00.000Z","setUpAssetScale":317294598.34,"setUpShares":317294598.34,"pinyin":"gfczlhyncyqhhxzqtzjj","followedNum":3,"memoNum":1,"managers":[{"stockCode":"db20771003","stockType":"fund_manager","exchange":"fm","tickerId":232525209390,"name":"吴远怡"}]},"announcement":{"linkText":"广发成长领航一年持有期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=1251746","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed1b97fea5b3eb0522472","date":"2024-09-29T16:00:00.000Z","stockId":3000000016243,"sao":"2024年三季度，得益于政策协同发力，市场预期改善，两市出现了单边上涨的大行情，并以“周期金融搭台成长唱戏”的老模式展开，上涨的幅度和坡度都极大，短期上涨速度甚至超过了2013年。我们认为市场交易的主线有（1）牛市旗手的证券互联网金融；（2）政策刺激的地产等方向；（3）中国资产“茅指数”、港股互联网等；（4）后面逐步延伸到科创板块。行业基本面层面，新能源经过去两年的调整，产业链价格触底，行业逐步进入去产能阶段，部分个股具备一定的投资价值。军工方面，较多股票经历了深度回调，若订单逐步兑现，仍有较大的上涨潜力。AI方面，算力仍然短缺，同时各大pc、手机厂商均以前所未有的重视程度和资源投入到AI中，全球的科技浪潮有望围绕着AI创新展开。国产算力方面，随着财政的发力，算力作为新质生产力方向之一，很可能成为下阶段的投资方向。从市场情绪来看，市场的交易行为从极度厌恶风险到积极拥抱成长上，从熊市思维往牛市思维上转移。本基金着力于寻找具备改变时代基因的伟大企业，报告期内布局了人工智能、消费电子、军工、新消费等方向。","declarationDate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