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联储或将提前开启货币政策宽松周期，预防式降息的可能性再次浮现。在资本市场表现上，我们认为三季度的核心逻辑是内外部环境的改善推动风险偏好提升。外部不确定性降低、国内基本面改善，为市场提供了稳健支撑。此外，海内外以AI产业链为代表的成长趋势更加明朗，成长型科技板块因此表现较好，成为阶段性市场的主要动能来源。","lastUpdated":"2026-03-09T14:03:04.141Z","fund":{"_id":3000000019610,"__csrcFundId":13742,"stockCode":"019610","masterFundShortName":"财通数字经济智选混合发起","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":19610,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T02:26:08.590Z","status":"normal","exchange":"jj","shortName":"财通数字经济智选混合发起(019610)","name":"财通数字经济智选混合型发起式证券投资基金","fundCollectionId":4000050660000,"pinyin":"ctszjjzxhhxfqszqtzjj","setUpAssetScale":23017780.37,"setUpDate":"2024-06-03T16:00:00.000Z","setUpShares":23017780.37,"inceptionDate":"2024-06-06T16:00:00.000Z","followedNum":3,"managers":[{"stockCode":"8801617021","stockType":"fund_manager","exchange":"fm","tickerId":260804190420,"name":"朱海东"},{"stockCode":"j101020739","stockType":"fund_manager","exchange":"fm","tickerId":262606267030,"name":"周子凡"}]},"announcement":{"linkText":"财通数字经济智选混合型发起式证券投资基金2025年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1381461","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed3187fea5b3eb0537c5b","date":"2025-06-29T16:00:00.000Z","stockId":3000000019610,"sao":"回顾2025年上半年，尽管海外环境持续出现扰动，国内宏观经济依旧展现出较强的韧性和稳定性。我们认为上半年中国经济整体表现较好，主要亮点体现在两个方面：一是面对“对等关税”带来的外部压力，出口端呈现出一波“抢出口”式的集中释放，动能显著；二是消费端增速超预期，得益于消费补贴政策以及“以旧换新”等措施逐步落地并开始显现效果。从结构上看，经济运行仍呈现出两方面的分化特征：一方面，“供强需弱”的格局依旧延续，价格端缺乏足够弹性，企业利润修复仍需时间；另一方面，科技驱动型产业持续强劲表现，显示出经济对旧有增长引擎的依赖正在减弱，结构转型的步伐仍在推进中。海外方面，美国经济虽然在结构层面有边际放缓的迹象，但整体经济依旧展现出一定的韧性。2025年4月实施的“对等关税”尚未对美国劳动力市场产生明显抑制，我们认为其对通胀的影响或将逐步显现，短期内冲击有限。美联储方面，政策制定者仍维持观望态度，暂未急于启动降息进程。总体来看，我们认为海外政策的不确定性依旧是当前宏观面临的主要风险之一，而全球经济增速是否会明显放缓仍需持续评估。","declarationDate":"2025-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T14:03:04.139Z","mo":"展望下半年，随着“对等关税”效应的逐步减退，市场可能将回归基本面主导的定价逻辑，全球经济也可能延续此前“软着陆”的预期节奏。在国内，除了加快培育“新质生产力”外，“扩大内需”或将仍是拉动经济增长的关键所在。","fund":{"_id":3000000019610,"__csrcFundId":13742,"stockCode":"019610","masterFundShortName":"财通数字经济智选混合发起","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":19610,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T02:26:08.590Z","status":"normal","exchange":"jj","shortName":"财通数字经济智选混合发起(019610)","name":"财通数字经济智选混合型发起式证券投资基金","fundCollectionId":4000050660000,"pinyin":"ctszjjzxhhxfqszqtzjj","setUpAssetScale":23017780.37,"setUpDate":"2024-06-03T16:00:00.000Z","setUpShares":23017780.37,"inceptionDate":"2024-06-06T16:00:00.000Z","followedNum":3,"managers":[{"stockCode":"8801617021","stockType":"fund_manager","exchange":"fm","tickerId":260804190420,"name":"朱海东"},{"stockCode":"j101020739","stockType":"fund_manager","exchange":"fm","tickerId":262606267030,"name":"周子凡"}]},"announcement":{"linkText":"财通数字经济智选混合型发起式证券投资基金2025年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1351361","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed3187fea5b3eb0537c5a","date":"2025-03-30T16:00:00.000Z","stockId":3000000019610,"sao":"回顾2025年一季度，国内宏观经济维持复苏态势。1-2月份经济总量数据较为稳健，我们认为在结构上呈现两大特点：一是“供强需弱”格局继续维持，价格端弹性较弱，企业利润增速修复仍需时日。二是经济对“传统引擎”的依赖度虽逐步降低，但未来国内经济结构转型仍在路上。不过当下经济整体复苏动能仍面临一定挑战，一方面，近期高频数据上基建投资增速有所转弱。另一方面，当前地产止跌企稳的基础仍有待进一步巩固，需求端改善并非一蹴而就。海外方面，特朗普重启执政后，海外政策不确定性加大。全面关税风险使得海外衰退预期有所增强，外部宏观环境不确定性整体加大，“关税隐忧”下“抢出口”脉冲或初见端倪，但近期国内“抢出口”行情已经开始出现衰减迹象，我们认为未来出口或边际承压，从而对国内总需求产生一定影响。一季度市场行情从春节后开始，人工智能和机器人等科技类主题表现较为突出。与之相呼应的是小盘风格的指数表现整体优于大盘风格，成长风格表现整体优于价值风格。本报告期内本产品按照既定的投资策略和量化模型进行投资，运作情况整体正常。","declarationDate":"2025-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:03:04.136Z","fund":{"_id":3000000019610,"__csrcFundId":13742,"stockCode":"019610","masterFundShortName":"财通数字经济智选混合发起","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":19610,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T02:26:08.590Z","status":"normal","exchange":"jj","shortName":"财通数字经济智选混合发起(019610)","name":"财通数字经济智选混合型发起式证券投资基金","fundCollectionId":4000050660000,"pinyin":"ctszjjzxhhxfqszqtzjj","setUpAssetScale":23017780.37,"setUpDate":"2024-06-03T16:00:00.000Z","setUpShares":23017780.37,"inceptionDate":"2024-06-06T16:00:00.000Z","followedNum":3,"managers":[{"stockCode":"8801617021","stockType":"fund_manager","exchange":"fm","tickerId":260804190420,"name":"朱海东"},{"stockCode":"j101020739","stockType":"fund_manager","exchange":"fm","tickerId":262606267030,"name":"周子凡"}]},"announcement":{"linkText":"财通数字经济智选混合型发起式证券投资基金2025年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1277245","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed3187fea5b3eb0537c59","date":"2024-12-30T16:00:00.000Z","stockId":3000000019610,"sao":"报告期内，本基金组合采用量化模型在主题行业内优选个股，分散持仓，力争追求相对基准的超额收益。","declarationDate":"2025-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:03:04.133Z","mo":"2024年，国内宏观经济整体维持弱复苏态势。年初市场经历了回撤，之后在监管的一系列表态和举措后迎来一定的修复。5月针对地产的一系列政策出台后我们认为对市场情绪有所提振，9月底随着政府对稳定资本市场和经济增长的表态，市场的情绪再一次得到激发。尽管如此，数据上看经济情况仍面临着一定挑战。12月中央经济工作会议和政治局会议再次强调加强宏观逆周期调节以及稳住楼市和股市的重要性。于前者而言，短期内，货币政策在需求有所走弱的环境下，我们认为或有加码必要，但也需要权衡当前利差水平下，汇率所承担的压力，发力的重点仍在于财政能否有效引导私人部门信贷扩张。于后者而言，我们认为稳住楼市股市有助于私人部门资产负债表修复以及信心的稳定，从而助力当前经济提振需求。我们认为2025年政策层面有望在之前提到的领域继续发力，可以期待逐步落地后对于内需的提振效果。市场在九月底开始观察到政策发布以及政府提振经济和市场的决心后出现反弹，进入一个宽幅震荡的走势，但震荡的中枢相比之前有不小的提升，前期市场情绪得到了一定修复。如果后续政策落地后效果开始显现，需求端出现实质性改善，市场有机会打破目前的震荡走势继续上行。","fund":{"_id":3000000019610,"__csrcFundId":13742,"stockCode":"019610","masterFundShortName":"财通数字经济智选混合发起","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":19610,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T02:26:08.590Z","status":"normal","exchange":"jj","shortName":"财通数字经济智选混合发起(019610)","name":"财通数字经济智选混合型发起式证券投资基金","fundCollectionId":4000050660000,"pinyin":"ctszjjzxhhxfqszqtzjj","setUpAssetScale":23017780.37,"setUpDate":"2024-06-03T16:00:00.000Z","setUpShares":23017780.37,"inceptionDate":"2024-06-06T16:00:00.000Z","followedNum":3,"managers":[{"stockCode":"8801617021","stockType":"fund_manager","exchange":"fm","tickerId":260804190420,"name":"朱海东"},{"stockCode":"j101020739","stockType":"fund_manager","exchange":"fm","tickerId":262606267030,"name":"周子凡"}]},"announcement":{"linkText":"财通数字经济智选混合型发起式证券投资基金2024年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1258438","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed3187fea5b3eb0537c58","date":"2024-09-29T16:00:00.000Z","stockId":3000000019610,"sao":"回顾2024年三季度，国内宏观经济依旧维持弱复苏态势。6月份开始，信贷脉冲持续走弱，我们认为主要原因是私人部门需求疲软，个人和企业信贷乏力。除此之外，M1和M2剪刀差持续收敛，在“手工补息”监管影响逐渐消退后，更多反映的还是实体经济微观活力不足的隐忧。价格方面，供给扰动格局下，CPI小幅回升，但背后并非需求驱动，而受大宗商品疲软表现影响，PPI增速有所下滑，企业盈利改善仍需假以时日。9月下旬开始由于对政策刺激预期转变和情绪改善，市场出现了大幅的自发性反弹，收益波动也随之加大。海外方面，市场博弈焦点主要聚焦于今年整体降息幅度。9月份美联储降息落地，表态继续维持“数据依赖”式降息。从9月份美国就业数据来看，我们认为在美债利率上，短期内或难以大幅下行。本报告期内本产品按照既定的投资策略和量化模型进行投资，运作情况整体正常。","declarationDate":"2024-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T14:03:04.131Z","fund":{"_id":3000000019610,"__csrcFundId":13742,"stockCode":"019610","masterFundShortName":"财通数字经济智选混合发起","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":19610,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T02:26:08.590Z","status":"normal","exchange":"jj","shortName":"财通数字经济智选混合发起(019610)","name":"财通数字经济智选混合型发起式证券投资基金","fundCollectionId":4000050660000,"pinyin":"ctszjjzxhhxfqszqtzjj","setUpAssetScale":23017780.37,"setUpDate":"2024-06-03T16:00:00.000Z","setUpShares":23017780.37,"inceptionDate":"2024-06-06T16:00:00.000Z","followedNum":3,"managers":[{"stockCode":"8801617021","stockType":"fund_manager","exchange":"fm","tickerId":260804190420,"name":"朱海东"},{"stockCode":"j101020739","stockType":"fund_manager","exchange":"fm","tickerId":262606267030,"name":"周子凡"}]},"announcement":{"linkText":"财通数字经济智选混合型发起式证券投资基金2024年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1171624","linkType":"PDF","source":"csrc_pdf"}}]}