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　　1）中国在2026年的物价指数回升幅度或将比之前预期快，名义GDP或将会有所反弹。　　2）中东地缘冲突对我国经济的影响，会远小于其他部分国家。核心原因在于我国具备三大优势：一是煤炭储量全球第一，二是制造业产业链完备度全球领先，三是新能源规模全球第一，且多年来坚持能源安全战略。　　3）判断2026年的市场，我们觉得还是值得期待，2024年9月以来市场估值水平经历的较大修复，今年的指数收益率和企业盈利增速相匹配或会更加合理。","lastUpdated":"2026-04-22T15:40:59.880Z","fund":{"_id":3000000018071,"__csrcFundId":12753,"stockCode":"018071","shortName":"长信均衡优选混合(018071)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18071,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-07-24T21:23:39.145Z","status":"normal","exchange":"jj","fundCollectionId":4000050260000,"name":"长信均衡优选混合型证券投资基金","inceptionDate":"2023-07-03T16:00:00.000Z","setUpDate":"2023-07-03T16:00:00.000Z","setUpAssetScale":187605817.3,"setUpShares":187605817.3,"pinyin":"cxjhyxhhxzqtzjj","followedNum":2,"masterFundShortName":"长信均衡优选混合","managers":[{"stockCode":"db20516193","stockType":"fund_manager","exchange":"fm","tickerId":725220390,"name":"高远"}]},"announcement":{"linkText":"长信均衡优选混合型证券投资基金2026年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1477650","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69ca7bec7ecbd37c10afbe8e","date":"2025-12-30T16:00:00.000Z","declarationDate":"2026-03-29T16:00:00.000Z","stockId":3000000018071,"sao":"整体看，2025年A股市场呈现整体上涨的走势，期间上证指数上涨18.41%，沪深300指数上涨17.66%，中小板指数上涨29.48%，创业板指数上涨49.57%，创业板中小板好于上证指数的表现。2025年本基金股票持仓比例保持中高仓位。","lastUpdated":"2026-03-30T13:34:36.013Z","mo":"1）中国经济在2026年的物价或会温和回升，名义GDP或将会有所反弹。　　2）商业化前景将是AI叙事的重要考验，但AI无疑还是投资上重要和不容忽视的主题，AI产业链的结构很可能走向分化，2026年AI主线可能会大波动和大分化。　　3）判断2026年的市场，我们觉得还是值得期待。2024年9月以来市场估值水平经历了较大修复，今年的指数收益率和企业盈利增速相匹配或会更加合理。","fund":{"_id":3000000018071,"__csrcFundId":12753,"stockCode":"018071","shortName":"长信均衡优选混合(018071)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18071,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-07-24T21:23:39.145Z","status":"normal","exchange":"jj","fundCollectionId":4000050260000,"name":"长信均衡优选混合型证券投资基金","inceptionDate":"2023-07-03T16:00:00.000Z","setUpDate":"2023-07-03T16:00:00.000Z","setUpAssetScale":187605817.3,"setUpShares":187605817.3,"pinyin":"cxjhyxhhxzqtzjj","followedNum":2,"masterFundShortName":"长信均衡优选混合","managers":[{"stockCode":"db20516193","stockType":"fund_manager","exchange":"fm","tickerId":725220390,"name":"高远"}]},"announcement":{"linkText":"长信均衡优选混合型证券投资基金2025年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1451835","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed2967fea5b3eb052f7e6","date":"2025-09-29T16:00:00.000Z","declarationDate":"2025-10-27T16:00:00.000Z","stockId":3000000018071,"sao":"整体看，2025年三季度A股市场呈现上涨的走势，期间上证指数上涨12.73%，沪深300指数上涨17.9%，中小板指数上涨28.37%，创业板指数上涨50.4%，上证指数弱于中小板创业板的表现。2025年三季度本基金股票持仓比例保持中高仓位。 　　我们预期，在2025年四季度，一方面货币财政政策会保持平稳和底线思维，2026年是十五五规划第一年，大家对2026年会开始憧憬。另一方面，市场将进一步强化自主可控、科技强国。从市场风格来看，A股可能逐步开始交易十五五规划等预期。红利也可能会作为稳健的市场品种受到一些长期资金的关注。接下来我们会优选有中长期逻辑，估值合理，业绩靠谱度高的标的。","lastUpdated":"2026-03-09T14:00:54.128Z","fund":{"_id":3000000018071,"__csrcFundId":12753,"stockCode":"018071","shortName":"长信均衡优选混合(018071)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18071,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-07-24T21:23:39.145Z","status":"normal","exchange":"jj","fundCollectionId":4000050260000,"name":"长信均衡优选混合型证券投资基金","inceptionDate":"2023-07-03T16:00:00.000Z","setUpDate":"2023-07-03T16:00:00.000Z","setUpAssetScale":187605817.3,"setUpShares":187605817.3,"pinyin":"cxjhyxhhxzqtzjj","followedNum":2,"masterFundShortName":"长信均衡优选混合","managers":[{"stockCode":"db20516193","stockType":"fund_manager","exchange":"fm","tickerId":725220390,"name":"高远"}]},"announcement":{"linkText":"长信均衡优选混合型证券投资基金2025年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1378852","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed2967fea5b3eb052f7e5","date":"2025-06-29T16:00:00.000Z","stockId":3000000018071,"sao":"整体看，2025年上半年A股市场呈现先回调后上涨的走势，期间上证指数上涨2.76%，沪深300指数上涨0.03%，中小板指数上涨2.29%，创业板指数上涨0.53%，上证指数好于中小板创业板的表现。2025年上半年本基金股票持仓比例保持中等到中高仓位。","declarationDate":"2025-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T14:00:54.126Z","mo":"我们预期，在2025年下半年，一方面货币财政政策会保持平稳和底线思维，可能会适度加力，另一方面将进一步强化科技立国、自主可控。回到市场，从市场风格来看，A股可能逐步开始交易科技立国、自主可控、反内卷、提振消费等预期。红利也可能会作为稳健的市场品种受到一些长期资金的关注。接下来我们会优选有中长期逻辑，估值合理，业绩靠谱度高的标的。","fund":{"_id":3000000018071,"__csrcFundId":12753,"stockCode":"018071","shortName":"长信均衡优选混合(018071)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18071,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-07-24T21:23:39.145Z","status":"normal","exchange":"jj","fundCollectionId":4000050260000,"name":"长信均衡优选混合型证券投资基金","inceptionDate":"2023-07-03T16:00:00.000Z","setUpDate":"2023-07-03T16:00:00.000Z","setUpAssetScale":187605817.3,"setUpShares":187605817.3,"pinyin":"cxjhyxhhxzqtzjj","followedNum":2,"masterFundShortName":"长信均衡优选混合","managers":[{"stockCode":"db20516193","stockType":"fund_manager","exchange":"fm","tickerId":725220390,"name":"高远"}]},"announcement":{"linkText":"长信均衡优选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=1344315","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed2967fea5b3eb052f7e4","date":"2025-03-30T16:00:00.000Z","stockId":3000000018071,"sao":"整体看，2025年一季度A股市场呈现震荡的走势，期间上证指数收益率为-0.48%，沪深300指数收益率为-1.21%，中小板指数上涨2.95%，创业板指数收益率为-1.77%，中小板创业板的表现好于上证指数。2025年一季度本基金股票持仓比例保持中等到中高仓位。　　我们预期，在2025年二季度，一方面会增加逆周期调节力度，另一方面将进一步强化自主可控、科技立国。回到市场，从市场风格来看，A股可能逐步开始交易扩大内需、科技立国自主可控等预期。红利也可能会成为稳健的市场品种。接下来我们会优选有中长期逻辑，估值合理，业绩靠谱度高的标的。","declarationDate":"2025-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:00:54.123Z","fund":{"_id":3000000018071,"__csrcFundId":12753,"stockCode":"018071","shortName":"长信均衡优选混合(018071)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18071,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-07-24T21:23:39.145Z","status":"normal","exchange":"jj","fundCollectionId":4000050260000,"name":"长信均衡优选混合型证券投资基金","inceptionDate":"2023-07-03T16:00:00.000Z","setUpDate":"2023-07-03T16:00:00.000Z","setUpAssetScale":187605817.3,"setUpShares":187605817.3,"pinyin":"cxjhyxhhxzqtzjj","followedNum":2,"masterFundShortName":"长信均衡优选混合","managers":[{"stockCode":"db20516193","stockType":"fund_manager","exchange":"fm","tickerId":725220390,"name":"高远"}]},"announcement":{"linkText":"长信均衡优选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=1274237","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed2967fea5b3eb052f7e3","date":"2024-12-30T16:00:00.000Z","stockId":3000000018071,"sao":"整体看，2024年A股市场呈现先调整后涨的走势，期间上证指数上涨12.67%，沪深300指数上涨14.68%，中小板指数上涨6.01%，创业板指数上涨13.23%。2024年本基金股票持仓比例保持中等到中高仓位。","declarationDate":"2025-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:00:54.119Z","mo":"2025年股票市场或是流动性驱动为主的市场，缘于：　　1）从外部环境来看，美联储将已转入降息周期，会打开我们的货币政策空间。　　2）更加积极的财政政策和适度宽松的货币政策是过去十年来的较大一次政策基调变化，其中货币政策的宽松弹性更大，但货币资金真正到实体经济中需要时间，决定了2025年是流动性驱动为主的市场。　　3）判断2025年的市场，市场非常活跃，大成长板块中景气行业或会变多，资金会在里面不断的参与。顺周期板块或有阶段性机会。　　我们对市场的中期表现保持偏乐观态度，接下来我们会优选有中长期逻辑，估值合理，业绩靠谱度高的标的。","fund":{"_id":3000000018071,"__csrcFundId":12753,"stockCode":"018071","shortName":"长信均衡优选混合(018071)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18071,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-07-24T21:23:39.145Z","status":"normal","exchange":"jj","fundCollectionId":4000050260000,"name":"长信均衡优选混合型证券投资基金","inceptionDate":"2023-07-03T16:00:00.000Z","setUpDate":"2023-07-03T16:00:00.000Z","setUpAssetScale":187605817.3,"setUpShares":187605817.3,"pinyin":"cxjhyxhhxzqtzjj","followedNum":2,"masterFundShortName":"长信均衡优选混合","managers":[{"stockCode":"db20516193","stockType":"fund_manager","exchange":"fm","tickerId":725220390,"name":"高远"}]},"announcement":{"linkText":"长信均衡优选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=1248489","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed2967fea5b3eb052f7e2","date":"2024-09-29T16:00:00.000Z","stockId":3000000018071,"sao":"整体看，2024年3季度A股市场呈现先调整后涨的走势，期间上证指数上涨12.44%，沪深300指数上涨16.07%，中小板指数上涨14.86%，创业板指数上涨29.21%，创业板的涨幅高于沪深300。2024年三季度本基金股票持仓比例保持中等到中高仓位。 　　展望2024年四季度，我们认为股票市场有一定的结构性机会，缘于：　　1）从外部环境来看，美联储大幅度降息已经开始，打开了我们的货币政策空间，货币政策进一步放松。　　2）提出了加大财政货币政策逆周期调节力度，政策发力可以持续期待。　　3）我们认为在经济预期的拐点发生之前，景气成长风格或占优。随着经济预期的提升，与经济关联度高的板块也会有一定弹性。　　我们对市场的中期表现保持偏乐观态度，接下来我们会优选有中长期逻辑，估值合理，业绩靠谱度高的标的。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T14:00:54.116Z","fund":{"_id":3000000018071,"__csrcFundId":12753,"stockCode":"018071","shortName":"长信均衡优选混合(018071)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18071,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-07-24T21:23:39.145Z","status":"normal","exchange":"jj","fundCollectionId":4000050260000,"name":"长信均衡优选混合型证券投资基金","inceptionDate":"2023-07-03T16:00:00.000Z","setUpDate":"2023-07-03T16:00:00.000Z","setUpAssetScale":187605817.3,"setUpShares":187605817.3,"pinyin":"cxjhyxhhxzqtzjj","followedNum":2,"masterFundShortName":"长信均衡优选混合","managers":[{"stockCode":"db20516193","stockType":"fund_manager","exchange":"fm","tickerId":725220390,"name":"高远"}]},"announcement":{"linkText":"长信均衡优选混合型证券投资基金2024年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1176680","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed2967fea5b3eb052f7e1","date":"2024-06-29T16:00:00.000Z","stockId":3000000018071,"sao":"整体看，2024年半年度A股市场呈现分化的走势，期间上证指数收益率为-0.25%，沪深300指数上涨0.89%，中小板指数收益率为-5.86%，创业板指数收益率为-10.99%。2024年半年度本基金股票持仓比例保持中等仓位。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T14:00:54.112Z","mo":"展望2024年下半年，我们认为股票市场或有一定的结构性机会，缘于：　　1）从外部环境来看，美联储下半年大概率会有降息的动作，可能会打开我们的货币政策空间。　　2）可以期待政策发力。　　3）我们认为在经济预期的拐点发生之前，景气成长风格或占优，红利也会是市场重点关注的方向。在经济的预期提升之后，与经济关联度高的板块将会有一定反弹。　　我们对市场的中期表现保持偏乐观态度。今年我们会优选有中长期逻辑，估值合理，业绩靠谱度高的标的。","fund":{"_id":3000000018071,"__csrcFundId":12753,"stockCode":"018071","shortName":"长信均衡优选混合(018071)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18071,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-07-24T21:23:39.145Z","status":"normal","exchange":"jj","fundCollectionId":4000050260000,"name":"长信均衡优选混合型证券投资基金","inceptionDate":"2023-07-03T16:00:00.000Z","setUpDate":"2023-07-03T16:00:00.000Z","setUpAssetScale":187605817.3,"setUpShares":187605817.3,"pinyin":"cxjhyxhhxzqtzjj","followedNum":2,"masterFundShortName":"长信均衡优选混合","managers":[{"stockCode":"db20516193","stockType":"fund_manager","exchange":"fm","tickerId":725220390,"name":"高远"}]},"announcement":{"linkText":"长信均衡优选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=1148649","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed2967fea5b3eb052f7e0","date":"2024-03-30T16:00:00.000Z","stockId":3000000018071,"sao":"整体看，2024年1季度A股市场呈现先调整后上涨的走势，期间上证指数上涨2.23%，沪深300指数上涨3.1%，中小板指数收益率为-3.78%，创业板指数收益率为-3.87%。2024年一季度本基金股票持仓比例保持较高仓位。　　展望2024年二季度，我们认为股票市场或有一定的结构性机会，缘于：　　1）从外部环境来看，美联储会逐步进入降息周期，可能会打开我们的货币政策空间。　　2）可以期待政策发力。　　3）从全年维度来看，我们认为在经济预期的拐点发生之前，成长风格或占优。对经济的预期提升之后，与经济关联度高的价值风格可能会有一定弹性。过去几年表现较好的红利风格，高股息率持续性强的标的可能仍然会有机会。　　我们对市场的中期表现保持偏乐观态度。今年我们会优选有中长期逻辑，估值合理，业绩靠谱度较高的标的。","declarationDate":"2024-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:00:54.106Z","fund":{"_id":3000000018071,"__csrcFundId":12753,"stockCode":"018071","shortName":"长信均衡优选混合(018071)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18071,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-07-24T21:23:39.145Z","status":"normal","exchange":"jj","fundCollectionId":4000050260000,"name":"长信均衡优选混合型证券投资基金","inceptionDate":"2023-07-03T16:00:00.000Z","setUpDate":"2023-07-03T16:00:00.000Z","setUpAssetScale":187605817.3,"setUpShares":187605817.3,"pinyin":"cxjhyxhhxzqtzjj","followedNum":2,"masterFundShortName":"长信均衡优选混合","managers":[{"stockCode":"db20516193","stockType":"fund_manager","exchange":"fm","tickerId":725220390,"name":"高远"}]},"announcement":{"linkText":"长信均衡优选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=1073616","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed2967fea5b3eb052f7df","date":"2023-12-30T16:00:00.000Z","stockId":3000000018071,"sao":"整体看，2023年A股市场呈现调整的走势，期间上证指数收益率为-3.7%，沪深300指数收益率为-11.38%，中小板指数收益率为-17.98%，创业板指数收益率为-19.41%。2023年本基金股票持仓比例保持较高仓位。","declarationDate":"2024-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:00:54.100Z","mo":"展望2024年，我们认为：　　1）从外部环境来看，美联储将从加息周期逐步转入降息周期，会打开我们的货币政策空间。　　2）可以期待财政发力。　　3）全年维度来看，我们认为在经济预期的拐点发生之前，成长风格或占优。对经济的预期提升之后，与经济关联度高的价值风格将可能会有一定弹性，会迎来业绩预期和估值的双重修复。过去几年表现较好的红利风格，高股息率持续性强的标的可能仍然会有机会。　　我们对市场的中期表现保持偏乐观态度。今年我们会优选有中长期逻辑，估值合理，业绩靠谱度高的标的。","fund":{"_id":3000000018071,"__csrcFundId":12753,"stockCode":"018071","shortName":"长信均衡优选混合(018071)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18071,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-07-24T21:23:39.145Z","status":"normal","exchange":"jj","fundCollectionId":4000050260000,"name":"长信均衡优选混合型证券投资基金","inceptionDate":"2023-07-03T16:00:00.000Z","setUpDate":"2023-07-03T16:00:00.000Z","setUpAssetScale":187605817.3,"setUpShares":187605817.3,"pinyin":"cxjhyxhhxzqtzjj","followedNum":2,"masterFundShortName":"长信均衡优选混合","managers":[{"stockCode":"db20516193","stockType":"fund_manager","exchange":"fm","tickerId":725220390,"name":"高远"}]},"announcement":{"linkText":"长信均衡优选混合型证券投资基金2023年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1056315","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed2967fea5b3eb052f7de","date":"2023-09-29T16:00:00.000Z","stockId":3000000018071,"sao":"整体看，2023年三季度A股市场呈现下跌的走势，期间上证指数下跌2.86%，沪深300指数下跌3.98%，中小板指数下跌10.86%，创业板指数下跌9.53%，中小板和创业板的跌幅高于沪深300。　　我们认为从宏观的经济指标来看，房地产数据在一二线城市放松后，有所好转但幅度不大。从股票投资的角度来看，现在我们看到了政策面的改善，后面我们可以期待更多政策的出台。　　当前主动去库存也到了尾声，明年经济会有一个更强的表现，所以我们对市场的中期表现保持乐观态度。今年四季度我们将优选有中长期逻辑，估值合理，业绩兑现度高的标的。","declarationDate":"2023-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T14:00:54.097Z","fund":{"_id":3000000018071,"__csrcFundId":12753,"stockCode":"018071","shortName":"长信均衡优选混合(018071)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18071,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-07-24T21:23:39.145Z","status":"normal","exchange":"jj","fundCollectionId":4000050260000,"name":"长信均衡优选混合型证券投资基金","inceptionDate":"2023-07-03T16:00:00.000Z","setUpDate":"2023-07-03T16:00:00.000Z","setUpAssetScale":187605817.3,"setUpShares":187605817.3,"pinyin":"cxjhyxhhxzqtzjj","followedNum":2,"masterFundShortName":"长信均衡优选混合","managers":[{"stockCode":"db20516193","stockType":"fund_manager","exchange":"fm","tickerId":725220390,"name":"高远"}]},"announcement":{"linkText":"长信均衡优选混合型证券投资基金2023年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=994758","linkType":"PDF","source":"csrc_pdf"}}]}