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，教育“双减”政策、互联网反垄断、博彩牌照等事件带动指数和市场逐渐下跌。本基金在有政策风险的行业上持仓较低，重点持有科技行业公司和海外互联网公司，相对指数有较大的超额收益。本报告期，本基金份额净值增长率为-12.31%，同期业绩比较基准收益率为-27.05%","declarationDate":"2021-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T14:08:28.029Z","fund":{"_id":3000000100055,"__csrcFundId":3091,"stockCode":"100055","name":"富国全球科技互联网股票型证券投资基金（QDII）","fundSecondLevel":"QDII","stockType":"fund","areaCode":"cn","market":"a","tickerId":100055,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-05-01T05:39:03.059Z","status":"normal","exchange":"jj","shortName":"富国全球科技互联网股票（QDII）(100055)","inceptionDate":"2011-07-12T16:00:00.000Z","followedNum":82,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国全球科技互联网股票（QDII）","pinyin":"fgqqkjhlwgpxzqtzjj(qdii)","memoNum":3,"managers":[{"stockCode":"db20767122","stockType":"fund_manager","exchange":"fm","tickerId":261419201390,"name":"赵年珅"}]},"announcement":{"linkText":"富国全球科技互联网股票型证券投资基金（QDII）二0二一年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=659211","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed45c7fea5b3eb0548b5e","date":"2021-06-29T16:00:00.000Z","stockId":3000000100055,"sao":"上半年的互联网和教育行业遇到了比较大的政策风险。我们完全卖出了教育行业，也降低了互联网行业的仓位。现在的组合中以硬科技行业为主。","declarationDate":"2021-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T14:08:28.026Z","mo":"我们认为互联网行业的中长期增速中枢会有所下修，但是目前能看到的政策风险已经在现有的股价中反应了较多。我们对未来的政策趋势和行业竞争情况保持观察。","fund":{"_id":3000000100055,"__csrcFundId":3091,"stockCode":"100055","name":"富国全球科技互联网股票型证券投资基金（QDII）","fundSecondLevel":"QDII","stockType":"fund","areaCode":"cn","market":"a","tickerId":100055,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-05-01T05:39:03.059Z","status":"normal","exchange":"jj","shortName":"富国全球科技互联网股票（QDII）(100055)","inceptionDate":"2011-07-12T16:00:00.000Z","followedNum":82,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国全球科技互联网股票（QDII）","pinyin":"fgqqkjhlwgpxzqtzjj(qdii)","memoNum":3,"managers":[{"stockCode":"db20767122","stockType":"fund_manager","exchange":"fm","tickerId":261419201390,"name":"赵年珅"}]},"announcement":{"linkText":"富国全球科技互联网股票型证券投资基金（QDII）二0二一年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=636310","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed45c7fea5b3eb0548b5d","stockId":3000000100055,"sao":"本基金持有竞争格局稳定、收入和利润持续增长、成长空间广阔的科技互联网公司。所持有的上市公司所在的细分赛道包括社交、游戏、电商、本地生活、企业服务、芯片制造和芯片设备等等。过去的2020年，在疫情带来的线上化加速和流动性宽松大背景下，本基金所持有的科技互联网行业的公司均有不错的涨幅。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:08:28.024Z","mo":"本基金会继续持有科技互联网领域的优质上市公司。一些公司看3-5年有很大的成长空间；一些公司开拓了新业务，从而带来了新的成长空间。虽然经过了2020年的上涨，估值相对一年前已经大幅抬升，很多公司仍然有很好的投资和持有价值。","fund":{"_id":3000000100055,"__csrcFundId":3091,"stockCode":"100055","name":"富国全球科技互联网股票型证券投资基金（QDII）","fundSecondLevel":"QDII","stockType":"fund","areaCode":"cn","market":"a","tickerId":100055,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-05-01T05:39:03.059Z","status":"normal","exchange":"jj","shortName":"富国全球科技互联网股票（QDII）(100055)","inceptionDate":"2011-07-12T16:00:00.000Z","followedNum":82,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国全球科技互联网股票（QDII）","pinyin":"fgqqkjhlwgpxzqtzjj(qdii)","memoNum":3,"managers":[{"stockCode":"db20767122","stockType":"fund_manager","exchange":"fm","tickerId":261419201390,"name":"赵年珅"}]},"announcement":{"linkText":"富国全球科技互联网股票型证券投资基金（QDII）二0二0年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=560107","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed45c7fea5b3eb0548b5c","stockId":3000000100055,"sao":"2020年上半年的科技互联网行业稳中有变。电商和游戏作为一个长期有空间的稳健成长行业，在疫情中受益，整体表现较好。其中市占率提升的公司有更好的表现。硬科技中的芯片行业在贸易战的大背景下蓬勃发展，无论是制造、设计还是设备，都出现了很多投资机会。我们的基金主要投资于科技和互联网行业中具有核心竞争力和成长性的优质上市公司。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T14:08:28.021Z","mo":"我们会继续保持现有的自下而上的投资策略，持有具有核心竞争力的优质科技和互联网上市公司。我们认为科技互联网依然是长期具有投资价值的领域。","fund":{"_id":3000000100055,"__csrcFundId":3091,"stockCode":"100055","name":"富国全球科技互联网股票型证券投资基金（QDII）","fundSecondLevel":"QDII","stockType":"fund","areaCode":"cn","market":"a","tickerId":100055,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-05-01T05:39:03.059Z","status":"normal","exchange":"jj","shortName":"富国全球科技互联网股票（QDII）(100055)","inceptionDate":"2011-07-12T16:00:00.000Z","followedNum":82,"fundCollectionId":4000050100000,"currency":"CNY","masterFundShortName":"富国全球科技互联网股票（QDII）","pinyin":"fgqqkjhlwgpxzqtzjj(qdii)","memoNum":3,"managers":[{"stockCode":"db20767122","stockType":"fund_manager","exchange":"fm","tickerId":261419201390,"name":"赵年珅"}]},"announcement":{"linkText":"富国全球科技互联网股票型证券投资基金（QDII）二0二0年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=464842","linkType":"PDF","source":"csrc_pdf"}}]}