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模型选择的上述风格，基金涨幅跑输基准，三季度，我们增加了成长、动量因子的权重，降低了一些量价因子的权重，对模型在牛市中的表现也做了针对性改善。未来本基金将延续“以稳为主”的理念，力求提供具有较高胜率、超额回撤幅度较低和回撤修复周期较短的产品。","lastUpdated":"2026-03-09T14:06:30.190Z","fund":{"_id":3000000023367,"__csrcFundId":14810,"stockCode":"023367","masterFundShortName":"海富通中证A500指数增强","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":23367,"currency":"CNY","masterFundFlag":1,"status":"normal","exchange":"jj","shortName":"海富通中证A500指数增强A","lastUpdated":"2026-04-17T17:12:03.896Z","name":"海富通中证A500指数增强型发起式证券投资基金","pinyin":"hftzza500zszqxfqszqtzjj","fundCollectionId":4000050250000,"__indexSourceEastMoney":1,"setUpAssetScale":147867531.69,"setUpDate":"2025-03-24T16:00:00.000Z","setUpShares":147867531.69,"inceptionDate":"2025-03-27T16:00:00.000Z","__indexSourceCsi":1,"followedNum":1,"indexFundFlag":1,"indexId":1000000000510,"managers":[{"stockCode":"8801606299","stockType":"fund_manager","exchange":"fm","tickerId":260217180620,"name":"朱斌全"},{"stockCode":"db20885816","stockType":"fund_manager","exchange":"fm","tickerId":121208235120,"name":"林立禾"},{"stockCode":"db20895138","stockType":"fund_manager","exchange":"fm","tickerId":122623231880,"name":"李自悟"}]},"announcement":{"linkText":"海富通中证A500指数增强型发起式证券投资基金2025年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1381694","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed3e67fea5b3eb0542a3a","date":"2025-06-29T16:00:00.000Z","stockId":3000000023367,"sao":"国内方面，上半年经济运行稳中向好，实现了实际GDP增速5.3%。节奏上，今年一季度经济实现开门红，实际GDP同比增长5.4%，二季度在关税战扰动下，经济增长仍有韧性，实际GDP同比增长5.2%。结构上，在抢出口影响下上半年国内生产和出口保持强势，在消费补贴支撑下上半年社零稳健增长，但国内地产仍在寻底，固定资产投资增速走低；政策上，今年3月两会财政目标赤字率提高至4.0%左右，5月央行降准降息，财政政策靠前发力，有力支撑经济增长。同时，国内坚持高质量发展，因地制宜发展新质生产力，把科技创新作为经济复苏与重塑竞争优势的战略方向。海外方面，一季度美国抢进口导致GDP负增，降息预期不断延后。美国OBBB减税法案已经通过，财政赤字率温和扩张，对美国经济起到托底作用。6月美国通胀数据显示关税推升商品通胀，美联储更倾向于等待关税扰动结束后再采取行动。从A股市场运行来看，上半年上证指数涨幅为2.76%，沪深300为0.03%，中证800为0.87%，创业板指为0.53%。行业板块方面，根据申万一级行业分类，表现靠前的板块是有色金属、银行、国防军工、传媒、通信，而煤炭、食品饮料、房地产、石油石化、建筑装饰等板块则表现靠后。从行情节奏看，年初市场在DeepSeek催化下持续上涨，但4月初在特朗普对等关税冲击下市场迎来调整；后续，随着中央汇金等公告增持中国股票资产，积极入市呵护市场流动性，特朗普新政引发全球恐慌加速去美元化，5月7日央行宣布降准降息，5月12日中美宣布日内瓦联合声明，国内市场风险偏好明显回暖，市场结构性机会不断。回顾本报告期的投资操作，本基金一方面采用指数被动投资策略以有效跟踪标的指数，另一方面以超额稳定为首要目标，行业上多数时间超配成长板块，风格上则偏向估值相对便宜、相对位置较低的标的，总体保持均衡。","declarationDate":"2025-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T14:06:30.188Z","mo":"从国内经济来看，今年上半年GDP增速略超预期，全年GDP增速实现5%的难度不大。海外经济方面，特朗普发动的关税战抑制全球需求，降低了全球经济增长预期。目前市场比较关注美联储的降息节奏，一旦美联储启动降息，将对全球金融市场、各类资产产生显著影响，外部金融环境有望改善。但是，由于特朗普发动的关税战持续扰动通胀，美联储降息路径有不确定性。从资本市场看，今年两会再提了“稳住楼市股市”，7月中共中央政治局会议强调“增强国内资本市场的吸引力和包容性，巩固资本市场回稳向好势头”，在监管层的积极呵护下，市场信心得到提振，资本市场有望实现震荡向上。从投资机会看，市场主线或更丰富，呈现多点开花的局面。投资策略上，我们拥抱以机器学习和深度学习算法构建的AI策略，策略以超额稳定和投资者持有体验为首要目标。展望未来，三季度本基金计划降低部分基准指数成分股比例，在保持风格、行业的相对风险暴露依然可控的基础上，引入一些具备更强弹性的alpha策略，以提升超额曲线的斜率，但总体来说，本基金将延续“以稳为主”的理念，在以基准指数成份内选股为主要alpha来源的基础上，力求提供具有较高胜率、超额回撤幅度较低和回撤修复周期较短的指数增强产品。","fund":{"_id":3000000023367,"__csrcFundId":14810,"stockCode":"023367","masterFundShortName":"海富通中证A500指数增强","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":23367,"currency":"CNY","masterFundFlag":1,"status":"normal","exchange":"jj","shortName":"海富通中证A500指数增强A","lastUpdated":"2026-04-17T17:12:03.896Z","name":"海富通中证A500指数增强型发起式证券投资基金","pinyin":"hftzza500zszqxfqszqtzjj","fundCollectionId":4000050250000,"__indexSourceEastMoney":1,"setUpAssetScale":147867531.69,"setUpDate":"2025-03-24T16:00:00.000Z","setUpShares":147867531.69,"inceptionDate":"2025-03-27T16:00:00.000Z","__indexSourceCsi":1,"followedNum":1,"indexFundFlag":1,"indexId":1000000000510,"managers":[{"stockCode":"8801606299","stockType":"fund_manager","exchange":"fm","tickerId":260217180620,"name":"朱斌全"},{"stockCode":"db20885816","stockType":"fund_manager","exchange":"fm","tickerId":121208235120,"name":"林立禾"},{"stockCode":"db20895138","stockType":"fund_manager","exchange":"fm","tickerId":122623231880,"name":"李自悟"}]},"announcement":{"linkText":"海富通中证A500指数增强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=1351816","linkType":"PDF","source":"csrc_pdf"}}]}