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　　从证券市场来看，我们认为整体市场风险不大，尤其是当市场因一些事件冲击带来恐慌性下跌时，机会明显大于风险，超额收益很多时候都是来自于逆人性，逆共识。　　我们认为未来很长时间，重要的投资机会可能主要有两个方面：　　第一种模式是供给侧出清，行业格局改善，同时短时间存在一定的进入壁垒，当需求边际改善时，行业盈利能力会有非常高的弹性和韧性，2025年我们会密切关注行业格局改善的行业，盈利的未来趋势变化。　　第二种模式是跟技术重大创新有关，带来需求的爆发性增长，2025年重要的投资机会就是人工智能，人工智能技术的突破，带来了人形机器人、自动驾驶等领域的快速应用，颠覆、改变和创造了很多行业，AI会给人类带来深刻的影响，也给我们的投资带来更多的机会。　　未来本产品在股票投资运作方面，会始终坚持自上而下选股，均衡价值与成长，注重盈利能力、成长性与估值的匹配，坚持稳字当头，小心谨慎，步步为营。会始终把风险控制放在首位，努力争取降低净值的回撤，努力获得稳健持续回报。","declarationDate":"2025-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:01:58.505Z","fund":{"_id":3000000018790,"__csrcFundId":12888,"stockCode":"018790","shortName":"华泰柏瑞均衡成长混合A","masterFundShortName":"华泰柏瑞均衡成长混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18790,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2025-01-08T23:14:36.359Z","status":"normal","exchange":"jj","fundCollectionId":4000050440000,"inceptionDate":"2023-08-21T16:00:00.000Z","name":"华泰柏瑞均衡成长混合型证券投资基金","setUpDate":"2023-08-21T16:00:00.000Z","setUpAssetScale":106927397.49,"setUpShares":106927397.49,"pinyin":"htbrjhczhhxzqtzjj","followedNum":1,"managers":[{"stockCode":"8801397767","stockType":"fund_manager","exchange":"fm","tickerId":2614150120,"name":"赵楠"}]},"announcement":{"linkText":"华泰柏瑞均衡成长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=1278480","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed2d67fea5b3eb0533fbe","date":"2024-12-30T16:00:00.000Z","stockId":3000000018790,"sao":"2024年股票市场整体表现较好，从全年看，风险与机会并存，市场有一定的波动率，伴随着投资人对未来的预期发生变化。　　1月到2月因市场流动性的因素出现了比较明显的调整，5月到9月因过于悲观预期的因素，市场也连续出现调整。但两次市场都在政策的呵护下出现了反转。尤其是9月，政府出台了一系列稳经济、稳资产价格、稳预期的宏观政策，保证和改善民生，扩大国内需求，加强了逆周期调节。市场因此出现快速猛烈的反应。 　　2024年本产品的运作不够理想，在市场节奏、行业和个股结构等方面把握不足，非常值得认真反思和调整。","declarationDate":"2025-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:01:58.502Z","mo":"展望2025年从宏观角度来看，主要关注三个方面：1、潜在的外部风险；2、房地产行业能否企稳；3、中央和地方政府财政加杠杆的力度和效果。 　　从证券市场来看，整体市场风险或不大，市场可能存在结构性的机会。　　未来很长时间，重要的投资机会可能主要有两个方面：　　第一种模式是供给侧出清，行业格局改善，同时短时间存在一定的进入壁垒，当需求边际改善时，行业盈利能力会有较高的弹性和韧性，2025年我们会密切关注行业格局改善的行业，关注其盈利的未来趋势变化。　　第二种模式是与技术重大创新有关，带来需求的爆发性增长，2025年重要的投资机会就是人工智能，人工智能技术的突破，带来了人形机器人、自动驾驶等领域的快速应用，颠覆、改变和创造了很多行业，AI会给人类带来深刻的影响，也给我们的投资带来更多的机会。　　未来本产品在股票投资运作方面，会始终坚持自上而下选股，均衡价值与成长，注重盈利能力、成长性与估值的匹配，坚持稳字当头，小心谨慎，步步为营。会始终把风险控制放在首位，努力争取降低净值的回撤，努力获得稳健持续回报。","fund":{"_id":3000000018790,"__csrcFundId":12888,"stockCode":"018790","shortName":"华泰柏瑞均衡成长混合A","masterFundShortName":"华泰柏瑞均衡成长混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18790,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2025-01-08T23:14:36.359Z","status":"normal","exchange":"jj","fundCollectionId":4000050440000,"inceptionDate":"2023-08-21T16:00:00.000Z","name":"华泰柏瑞均衡成长混合型证券投资基金","setUpDate":"2023-08-21T16:00:00.000Z","setUpAssetScale":106927397.49,"setUpShares":106927397.49,"pinyin":"htbrjhczhhxzqtzjj","followedNum":1,"managers":[{"stockCode":"8801397767","stockType":"fund_manager","exchange":"fm","tickerId":2614150120,"name":"赵楠"}]},"announcement":{"linkText":"华泰柏瑞均衡成长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=1258896","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed2d67fea5b3eb0533fbd","date":"2024-06-29T16:00:00.000Z","stockId":3000000018790,"sao":"2024年上半年A股市场整体表现较弱，仅有阶段波段和结构性的机会。从结构上看，价值强于成长，大市值公司优于小市值公司。从投资运作方面，本产品本报告期内运作表现一般，回撤控制略差。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T14:01:58.500Z","mo":"展望2024年下半年，预计整体机会可能大于风险，经济目前处于企稳阶段，相信在后续财政、货币等宏观经济政策组合拳下，经济有望复苏。同时目前股票市场估值处于较低的水平，当市场预期改善，A股市场可能会有非常大的机会，我们保持对未来非常乐观的态度。　　本产品股票投资运作方面，始终坚持自上而下和选股相结合，均衡价值成长，注重盈利能力、成长性与估值的匹配，坚持稳字当头，小心谨慎，步步为营。我们会始终把风险控制放在首位，力争降低净值的回撤，努力坚持稳健持续回报。","fund":{"_id":3000000018790,"__csrcFundId":12888,"stockCode":"018790","shortName":"华泰柏瑞均衡成长混合A","masterFundShortName":"华泰柏瑞均衡成长混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18790,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2025-01-08T23:14:36.359Z","status":"normal","exchange":"jj","fundCollectionId":4000050440000,"inceptionDate":"2023-08-21T16:00:00.000Z","name":"华泰柏瑞均衡成长混合型证券投资基金","setUpDate":"2023-08-21T16:00:00.000Z","setUpAssetScale":106927397.49,"setUpShares":106927397.49,"pinyin":"htbrjhczhhxzqtzjj","followedNum":1,"managers":[{"stockCode":"8801397767","stockType":"fund_manager","exchange":"fm","tickerId":2614150120,"name":"赵楠"}]},"announcement":{"linkText":"华泰柏瑞均衡成长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=1152639","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed2d67fea5b3eb0533fbc","date":"2024-03-30T16:00:00.000Z","stockId":3000000018790,"sao":"2024年第一季度股票市场整体波动较大，结构分化。虽然从2月份，股票市场逐步恢复，但从整体上，我们判断市场机会仍远远大于风险，一些积极的因素正在积累。国内经济在积极的政策呵护下，经济逐步企稳扩张，房地产有望在2024年内企稳复苏，经济转型持续稳步推进。展望2024年余下三个季度，我们对股票市场保持积极乐观的观点，努力寻找低估景气修复的结构机会。　　　　投资运作方面，我们将始终坚持，控制风险，降低回撤，跑赢业绩基准，分享经济和企业成长，长期来看，努力为基金持有人创造价值。","declarationDate":"2024-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:01:58.497Z","fund":{"_id":3000000018790,"__csrcFundId":12888,"stockCode":"018790","shortName":"华泰柏瑞均衡成长混合A","masterFundShortName":"华泰柏瑞均衡成长混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18790,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2025-01-08T23:14:36.359Z","status":"normal","exchange":"jj","fundCollectionId":4000050440000,"inceptionDate":"2023-08-21T16:00:00.000Z","name":"华泰柏瑞均衡成长混合型证券投资基金","setUpDate":"2023-08-21T16:00:00.000Z","setUpAssetScale":106927397.49,"setUpShares":106927397.49,"pinyin":"htbrjhczhhxzqtzjj","followedNum":1,"managers":[{"stockCode":"8801397767","stockType":"fund_manager","exchange":"fm","tickerId":2614150120,"name":"赵楠"}]},"announcement":{"linkText":"华泰柏瑞均衡成长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=1076009","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed2d67fea5b3eb0533fbb","date":"2023-12-30T16:00:00.000Z","stockId":3000000018790,"sao":"2023年股票市场整体表现分化，wind偏股混合型基金指数（885001.WI）下跌13.52%，整体为偏弱的平衡市场，有一些阶段和结构投资机会。回顾2023年，大致分为三个阶段：第一阶段，疫情管控恢复阶段，市场出现全面上涨，其中顺周期结构更强，时间大致从2022年10月到2023年2月；第二阶段，春节后受疫情疤痕效应的影响，在这个阶段股票市场走势出现明显的分化，AI技术突破相关的科技股和红利特点的中特估表现更强；第三阶段，房地产行业下行，带来的潜在压力，虽然7.24政治局会议后宏观和股票市场相关政策非常积极，但在这阶段市场整体赚钱效应较弱。　　　　投资运作方面，本产品于2023年8月22日成立，在随后的建仓期，逐步增加股票仓位，均衡分散。在后续的基金运作中，坚持控制风险，降低回撤，暂时跑赢了业绩比较基准，分享经济和企业成长，努力长期为基金持有人创造价值。","declarationDate":"2024-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:01:58.494Z","mo":"展望2024年预计整体机会大于风险，宏观经济稳健，股票市场机会优于2023年。在基金运作方面，自上而下和选股相结合，注重盈利能力、成长性与估值的匹配，坚持稳字当头，小心谨慎，步步为营。","fund":{"_id":3000000018790,"__csrcFundId":12888,"stockCode":"018790","shortName":"华泰柏瑞均衡成长混合A","masterFundShortName":"华泰柏瑞均衡成长混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18790,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2025-01-08T23:14:36.359Z","status":"normal","exchange":"jj","fundCollectionId":4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