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   本产品在设立之初就快速建仓，短期内承受了市场波动的风险。我们认真仔细的检查了组合，基于中长期维度，坚持安全边际的考虑，对持仓标的进行优化和调整。整体而言的组合是相对分散的。除了A股市场，也同时在港股市场寻找投资机会。这些布局，短期内还看不到明显的效果，这期间的涨跌，只能算做波动，决定因素在于市场短期如何“选美”。我们的目标，始终是基于长期。在“称重”过程中，期待持仓组合的基本面和估值自带“实力”，方有机会彰显均值回归的力量。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T14:03:26.576Z","mo":"未来并非是历史的简单重复，但回顾历史仍然是有意义的。比如，过去3年的市场表现，可以说是经历核心资产投资，赛道型投资之后的回归。非核心、非赛道的表现相对更好。红利资产、微盘资产投资机会在今年之前的几年里都表现良好。今年，红利到目前为止，仍然亮眼；微盘资产，经受压力。    如果过去几年是各类型资产的一次回归和收敛，那么站在现在这个时点，是不是各种类型的资产之间可能都存在一些投资机会？答案并非是百分百确定的，我们难以有如神的预言之力。我们能做的就是，相信社会的发展，理解需求的变化，更要客观的知道，发展不是按照特定的“剧本”来演绎。我们继续会做的，就是老生常谈的，坚持不断的学习，独立的思考，审慎的判断。在投资中，坚持安全边际，等待均值回归。","fund":{"_id":3000000019941,"__csrcFundId":13371,"stockCode":"019941","masterFundShortName":"富国洞见价值股票","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":19941,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T02:33:24.062Z","status":"normal","exchange":"jj","shortName":"富国洞见价值股票(019941)","name":"富国洞见价值股票型证券投资基金","fundCollectionId":4000050100000,"setUpAssetScale":181281523.94,"setUpDate":"2023-12-24T16:00:00.000Z","setUpShares":181281523.94,"inceptionDate":"2023-12-28T16:00:00.000Z","pinyin":"fgdjjzgpxzqtzjj","followedNum":11,"memoNum":2,"managers":[{"stockCode":"8801406093","stockType":"fund_manager","exchange":"fm","tickerId":20225166010,"name":"白冰洋"}]},"announcement":{"linkText":"富国洞见价值股票型证券投资基金二0二四年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1153484","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed32e7fea5b3eb05391d0","date":"2024-03-30T16:00:00.000Z","stockId":3000000019941,"sao":"2024年的第一个季度全市场的表现是负收益,结构上也是极具分化。2023年表现良好的红利指数和微盘指数在这一时期呈现截然相反的表现。从行业角度，地产、TMT等领域跌幅居前，煤炭、石化、有色等涨幅居前。红利资产内部的表现也是分化的，以动力煤、黄金为代表的上游资源品，具备大市值、高股息等特征的资产表现更为突出。造成这些结果的原因是复杂的，有对国内房地产等领域的担忧，有海外货币政策预期的扰动，也有国际环境变化对避险需求的加持等等。这一时期，本产品在不同的行业和领域，都发现了一些风险收益合适的投资机会，于建仓期，快速建仓。虽然短期内承受了市场波动的风险，但我们投资决策的出发点是中长期维度的，是考虑安全边际的。选择的标的，估值已经对各种负面因素考虑较为充分，对潜在的积极因素估计不足，体现在对盈利和估值的判断上。我们希望在未来随着经济发展，投资标的能迎来业绩和估值的均值回归。未来，本产品坚持审慎的看待所有的的趋势和变化，保持独立的思考。努力破除线性，短期看待问题的桎梏；另一方面，也对未来的预判保持敬畏。整体持仓布局上，坚持较为均衡的状态。我们需要观察和思考的是，现在的高股息，未来是否仍然高股息？现在被认为不可靠的小市值公司中是否潜伏着未来的明日之星。阳光下无新鲜事，当我们对某些特质太有执念的时候，就是需要警惕是否承担过多风险的时候，当我们对某些特质避之不及的时候，是否就是潜在的机会点？就是因为这些因素，才带来某些资产的价值被高估，某些被低估。我们将持续致力于对投资的反省和机会的发掘。","declarationDate":"2024-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:03:26.572Z","fund":{"_id":3000000019941,"__csrcFundId":13371,"stockCode":"019941","masterFundShortName":"富国洞见价值股票","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":19941,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T02:33:24.062Z","status":"normal","exchange":"jj","shortName":"富国洞见价值股票(019941)","name":"富国洞见价值股票型证券投资基金","fundCollectionId":4000050100000,"setUpAssetScale":181281523.94,"setUpDate":"2023-12-24T16:00:00.000Z","setUpShares":181281523.94,"inceptionDate":"2023-12-28T16:00:00.000Z","pinyin":"fgdjjzgpxzqtzjj","followedNum":11,"memoNum":2,"managers":[{"stockCode":"8801406093","stockType":"fund_manager","exchange":"fm","tickerId":20225166010,"name":"白冰洋"}]},"announcement":{"linkText":"富国洞见价值股票型证券投资基金二0二四年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1075785","linkType":"PDF","source":"csrc_pdf"}}]}