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升的阶段。　　全球已经步入AI时代，中国步入跨越一线发达国家门槛的时代。这两个伟大事件将在未来十年逐渐推演。人类文明的发展速度将发生范式转移：从线性累积到指数爆发。人类的农业文明用了1万年，工业文明用了200年，而今已步入智能文明，发展速度将会超出简单的线性思考范围。　　坚定看好下一代引领经济未来二十年的核心科技产业，正如过去的移动互联网二十年给我们带来的天翻地覆的变化。深入研究投资AI、AI+、元宇宙、高端制造升级，选取核心收益标的进行重点配置，争取为基民做出较大贡献，回报信任。","fund":{"_id":3000000000063,"stockCode":"000063","stockType":"fund","areaCode":"cn","followedNum":11,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2013-04-02T16:00:00.000Z","setUpScale":308395000,"market":"a","tickerId":63,"custody":"中国银行股份有限公司","name":"长盛电子信息主题灵活配置混合型证券投资基金","shortName":"长盛电子信息主题混合(000063)","fundSecondLevel":"hybrid","__csrcFundId":3400,"fundStatus":"normal","lastUpdated":"2026-04-30T17:19:32.431Z","masterFundFlag":1,"inceptionDate":"2013-05-09T16:00:00.000Z","fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛电子信息主题混合","pinyin":"csdzxxztlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"8801614139","stockType":"fund_manager","exchange":"fm","tickerId":2612190630,"name":"朱律"}]},"announcement":{"linkText":"长盛电子信息主题灵活配置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=1253889","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec163d4369c9c836d1312","date":"2024-09-29T16:00:00.000Z","stockId":3000000000063,"sao":"三季度末，市场开始出现大幅反弹，或反映国内的复苏阶段已经步入到政策和基本面双双共振的阶段。　　目前甚至未来几年，中国仍处于机遇和风险并存的状态，这也是造成行业比较纠结的原因之一，历史上，东亚邻居日本、韩国在相似情况下经济和股票行情都表现出同样的走势。　　产业升级是当下和未来一个阶段基本面和投资的关注重点，对二线发达国家核心产业的赶超已逐渐到深水区。　　谨慎乐观，精选相对成长的个股是度过这个阶段较优的策略之一。既对风险敬畏，但更应看到中国未来的巨大机遇，保持能高质量发展的信心。　　坚定紧抓两个方向，一个是高端产业升级，对日、德、法、英、韩等产业重叠行业的赶超，一个把握AI二十年产业大机遇，选取核心受益标的进行重点配置，争取为基民做出较大贡献，回报信任。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T12:47:31.162Z","fund":{"_id":3000000000063,"stockCode":"000063","stockType":"fund","areaCode":"cn","followedNum":11,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2013-04-02T16:00:00.000Z","setUpScale":308395000,"market":"a","tickerId":63,"custody":"中国银行股份有限公司","name":"长盛电子信息主题灵活配置混合型证券投资基金","shortName":"长盛电子信息主题混合(000063)","fundSecondLevel":"hybrid","__csrcFundId":3400,"fundStatus":"normal","lastUpdated":"2026-04-30T17:19:32.431Z","masterFundFlag":1,"inceptionDate":"2013-05-09T16:00:00.000Z","fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛电子信息主题混合","pinyin":"csdzxxztlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"8801614139","stockType":"fund_manager","exchange":"fm","tickerId":2612190630,"name":"朱律"}]},"announcement":{"linkText":"长盛电子信息主题灵活配置混合型证券投资基金2024年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1173988","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec163d4369c9c836d1311","date":"2024-06-29T16:00:00.000Z","stockId":3000000000063,"sao":"从开年到现在的震荡状态没有改变，震荡的幅度并不大，但震荡的时间得到了延展，跟目前中国经济的复苏状态匹配，也与中国目前处于产业切换期有关。　　上半年配置方向上主要是AI和高端制造升级，重仓方向上半年没有变化，AI部分主要是对AI直接拉动的硬件和AI最快启动的应用配置，其中AI硬件获益最多。　　在投资系统上，在收益和波动两者之间，寻找共赢的系统，力图在不牺牲收益或折损较少的情况下，获得较低波动的净值，使得基金投资者获得良好的投资体验。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T12:47:31.159Z","mo":"中美市场均处于各自经济周期和市场阶段的末端，中国复苏效应和美国过高利率压力均将在末端最后表现出来。　　目前甚至未来几年，中国处于机遇和风险并存的状态，这也是造成行业比较纠结的原因之一，历史上，东亚邻居日本、韩国在相似情况下经济和股票行情都表现出同样的走势。　　谨慎乐观，精选相对成长的个股是度过这个阶段较优的策略之一。既对风险敬畏，但更应看到中国未来的巨大机遇，保持能高质量发展的信心。　　坚定紧抓两个方向，一个是高端产业升级，对日、德、法、英、韩等产业重叠行业的赶超，一个把握AI二十年产业大机遇，选取核心受益标的进行重点配置，争取为基民做出较大贡献，回报信任。","fund":{"_id":3000000000063,"stockCode":"000063","stockType":"fund","areaCode":"cn","followedNum":11,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2013-04-02T16:00:00.000Z","setUpScale":308395000,"market":"a","tickerId":63,"custody":"中国银行股份有限公司","name":"长盛电子信息主题灵活配置混合型证券投资基金","shortName":"长盛电子信息主题混合(000063)","fundSecondLevel":"hybrid","__csrcFundId":3400,"fundStatus":"normal","lastUpdated":"2026-04-30T17:19:32.431Z","masterFundFlag":1,"inceptionDate":"2013-05-09T16:00:00.000Z","fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛电子信息主题混合","pinyin":"csdzxxztlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"8801614139","stockType":"fund_manager","exchange":"fm","tickerId":2612190630,"name":"朱律"}]},"announcement":{"linkText":"长盛电子信息主题灵活配置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=1146772","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec163d4369c9c836d1310","date":"2024-03-30T16:00:00.000Z","stockId":3000000000063,"sao":"开年一季度继续处于震荡状态，跟目前中国经济的复苏效应状态匹配。　　中美市场均处于各自经济周期和市场阶段的末端，中国复苏效应和美国过高利率压力将均将在末端最后表现出来。　　目前甚至未来几年，中国处于机遇和风险并存的状态，这也是造成行业比较纠结的原因之一，历史上，东亚邻居日本、韩国在相似情况下经济和股票行情都表现出同样的走势。　　中国的机遇在于两方面，一方面是全球系统机遇，AI。AI可能是替代移动互联网引领未来二十年科技发展的主要动力，从第一代苹果手机到苹果市值的高点，期间已经跨越了二十年，带动了全球科技包括电子、软件、互联网、通信等的发展，为全球带来了财富增量。而AI能接过移动互联网的大棒的可能性越来越高，带来的增量潜力可能更大。　　另一方面的机遇在于中国所处的在全球产业链中的地位已经开始向二线发达国家靠拢，以日、德、法、英、韩等为代表的高端制造业，既是未来中国发展遇到的壁垒和门槛，也是希望和巨大潜力。高度执行力的逆周期投资和巨大的国内市场将对中国产业升级给与强大支撑和发挥巨大作用。　　坚定紧抓两个方向，一个是高端产业升级，对日、德、法、英、韩等产业重叠行业的赶超，一个把握AI二十年产业大机遇，选取核心收益标的进行重点配置，争取为基民做出较大贡献，回报信任。","declarationDate":"2024-04-19T16:00:00.000Z","l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为主。","declarationDate":"2023-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T12:47:31.146Z","mo":"目前甚至未来几年，中国都处于产业升级的关键阶段。中国已经经历几次产业升级，从农业国升级成为 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等代表新一代软硬件需求的浪潮蓄势待发的阶段，新的科技将启动新的二十年科技大周期，坚定基金风格的成长方向，挖掘公司核心壁垒和优势，抓住公司成长最灿烂的时光，自下而上的角度选成长股是本基金操作一致不变的风格。","declarationDate":"2023-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T12:47:31.143Z","fund":{"_id":3000000000063,"stockCode":"000063","stockType":"fund","areaCode":"cn","followedNum":11,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2013-04-02T16:00:00.000Z","setUpScale":308395000,"market":"a","tickerId":63,"custody":"中国银行股份有限公司","name":"长盛电子信息主题灵活配置混合型证券投资基金","shortName":"长盛电子信息主题混合(000063)","fundSecondLevel":"hybrid","__csrcFundId":3400,"fundStatus":"normal","lastUpdated":"2026-04-30T17:19:32.431Z","masterFundFlag":1,"inceptionDate":"2013-05-09T16:00:00.000Z","fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛电子信息主题混合","pinyin":"csdzxxztlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"8801614139","stockType":"fund_manager","exchange":"fm","tickerId":2612190630,"name":"朱律"}]},"announcement":{"linkText":"长盛电子信息主题灵活配置混合型证券投资基金2023年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=888125","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec163d4369c9c836d130b","date":"2022-12-30T16:00:00.000Z","stockId":3000000000063,"sao":"2022年是转折性的一年，受疫情影响，消费系统性回落，12月防疫政策优化转向后，疫情扰动可能逐步消除，经济有望于2023年回稳。行情也表现出试图筑底修复，结构化轮动的特征。　　目前整体TMT科技产业仍处于手机、电脑、服务器等需求阶段高点过去的调整休息阶段，长达二十年的智能手机周期到了阶段高点。叠加先进制程国产替代的目前处于整合、摸索和突破期，当下配置的重点立足于国产需求释放的信息软硬件产业。　　随后的VR、AR、人工智能、汽车科技等代表新一代软硬件需求的浪潮蓄势待发的阶段，新的消费电子终端和技术将启动新的二十年科技大周期，坚定基金风格的成长方向，挖掘公司核心壁垒和优势，抓住公司成长最灿烂的时光，自下而上的角度选成长股是本基金操作一致不变的风格。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T12:47:31.140Z","mo":"指数难出奇，经济在筑底，但个股的希望是非常大的，受经济复苏影响，以及之前两年各个主要行业的深度调整，经济和股指都处于万丈高楼平地起的阶段。既要见树也要见林，有潜力有韧性的股票将比经济和指数表现更加优秀，这也是经济筑底和复苏阶段的主要特征。　　选择优势的个股和行业集中配置，合理管控收益率预期，灵活的结构化投资是今年的主要工作。非常看好科技产业在经济复苏中的韧性，下一代消费电子以及带动的国产设备、国产原材料、国产软件或将在2023年开启新的纪元。","fund":{"_id":3000000000063,"stockCode":"000063","stockType":"fund","areaCode":"cn","followedNum":11,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2013-04-02T16:00:00.000Z","setUpScale":308395000,"market":"a","tickerId":63,"custody":"中国银行股份有限公司","name":"长盛电子信息主题灵活配置混合型证券投资基金","shortName":"长盛电子信息主题混合(000063)","fundSecondLevel":"hybrid","__csrcFundId":3400,"fundStatus":"normal","lastUpdated":"2026-04-30T17:19:32.431Z","masterFundFlag":1,"inceptionDate":"2013-05-09T16:00:00.000Z","fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛电子信息主题混合","pinyin":"csdzxxztlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"8801614139","stockType":"fund_manager","exchange":"fm","tickerId":2612190630,"name":"朱律"}]},"announcement":{"linkText":"长盛电子信息主题灵活配置混合型证券投资基金2022年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=871168","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec163d4369c9c836d130a","date":"2022-09-29T16:00:00.000Z","stockId":3000000000063,"sao":"三季度处于系统性风险释放阶段，市场对全球经济局势的担忧在多种因素下放大，这也是对经济运行本身阶段的客观体现。经济的企稳和市场热情的回暖需要时间，经济的繁荣和过旺却总是轰轰烈烈。投资机会总是在筑底和企稳中酝酿，优秀的投资机会常常在经济企稳中充当领头羊角色。  目前整体TMT科技产业仍处于手机、电脑、服务器等需求高点刚过，而随后的VR、AR、人工智能、汽车科技等代表新一代软硬件需求的浪潮蓄势待发的阶段。坚定基金风格的成长方向，挖掘公司核心壁垒和优势，抓住公司成长最灿烂的时光，自下而上的角度选成长股是本基金操作一致不变的风格。","declarationDate":"2022-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T12:47:31.137Z","fund":{"_id":3000000000063,"stockCode":"000063","stockType":"fund","areaCode":"cn","followedNum":11,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2013-04-02T16:00:00.000Z","setUpScale":308395000,"market":"a","tickerId":63,"custody":"中国银行股份有限公司","name":"长盛电子信息主题灵活配置混合型证券投资基金","shortName":"长盛电子信息主题混合(000063)","fundSecondLevel":"hybrid","__csrcFundId":3400,"fundStatus":"normal","lastUpdated":"2026-04-30T17:19:32.431Z","masterFundFlag":1,"inceptionDate":"2013-05-09T16:00:00.000Z","fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛电子信息主题混合","pinyin":"csdzxxztlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"8801614139","stockType":"fund_manager","exchange":"fm","tickerId":2612190630,"name":"朱律"}]},"announcement":{"linkText":"长盛电子信息主题灵活配置混合型证券投资基金2022年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=806771","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec163d4369c9c836d1309","date":"2022-06-29T16:00:00.000Z","stockId":3000000000063,"sao":"鉴于中国经济强大的韧性和本基金风格结构化行情好转，加大了仓位配置，整体TMT科技产业处于手机、电脑、服务器等需求过了一个阶段性高点，而随后的VR、AR、人工智能、汽车科技等代表新一代软硬件需求的浪潮蓄势待发的阶段。自下而上的角度，加强细分个股研究，在风格池范围内选择了基本面优秀的细分行业潜在成长龙头进行配置。","declarationDate":"2022-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T12:47:31.133Z","mo":"下半年中美经济均进入一个企稳阶段，影响美国的通胀问题和影响中国的疫情问题都较上半年有所缓解，全球的冲击减缓，而经济的企稳乃至复苏有一定的滞后性，市场将进入结构化时代，部分领域的景气与整体经济的缓慢复苏结合，不同行业乃至公司将进入不同的生命周期，因此加大结构化选行业、选股是重中之重。  观察历史上大的科技生命周期，都是比较长且充满波折，大浪淘沙，滚滚向前。我们对代表未来长趋势的智能汽车，VR、AR，人工智能及其软硬件的大发展充满期待。","fund":{"_id":3000000000063,"stockCode":"000063","stockType":"fund","areaCode":"cn","followedNum":11,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2013-04-0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但短期来看，短期景气会有一定波动，并发生行业的景气度转移。组合配置时贴近行业和公司发展本身规律和趋势，遵循业绩发展方向，对三大方向进行了重点配置，对阶段景气顶点的方向进行了规避。","declarationDate":"2022-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T12:47:31.127Z","mo":"2022年科技产业投资机会，将迎来适度宽松的外部经济环境，本身发展存在内生的驱动力。科技的创新可能会伴随5G之后应用的发展诞生。高速、智能、物物互联是5G之后应用发展的基础，高度关注智能物联、人工智能、元宇宙等潜在的核爆级别应用，这些应用或将在2022取得明显的发展和突破，从而带动中国自身的科技制造产业自主化。做趋势的长期守护者，坚持以电子主题为中心，科技成长的投资主线不漂移。","fund":{"_id":3000000000063,"stockCode":"000063","stockType":"fund","areaCode":"cn","followedNum":11,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2013-04-02T16:00:00.000Z","setUpScale":308395000,"market":"a","tickerId":63,"custody":"中国银行股份有限公司","name":"长盛电子信息主题灵活配置混合型证券投资基金","shortName":"长盛电子信息主题混合(000063)","fundSecondLevel":"hybrid","__csrcFundId":3400,"fundStatus":"normal","lastUpdated":"2026-04-30T17:19:32.431Z","masterFundFlag":1,"inceptionDate":"2013-05-09T16:00:00.000Z","fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛电子信息主题混合","pinyin":"csdzxxztlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"8801614139","stockType":"fund_manager","exchange":"fm","tickerId":2612190630,"name":"朱律"}]},"announcement":{"linkText":"长盛电子信息主题灵活配置混合型证券投资基金2021年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=713657","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec163d4369c9c836d1306","date":"2021-09-29T16:00:00.000Z","stockId":3000000000063,"sao":"三季度TMT板块冲高回落，结构化方面，半导体设备、器件结构化表现较好。基本面方面，由于全球半导体仍处于紧缺状态，供需失衡，半导体公司二三季度业绩都非常不错，特别是半导体设备、材料及汽车等工业相关的半导体方面，业绩尤为喜人。长期来看，中美硬科技分叉，大面积国产替代是必然趋势， 短期来看，当前以半导体为代表的硬科技景气复苏，也是较好投资时机。 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选取质地优秀、业绩高增长并有一定估值相对优势的企业持续、深入跟踪研究，在分析清楚公司长期发展前景的前提下，对短期业绩变化加强重点研究，为投资者选取当期较好的标的，坚持以电子主题为中心，TMT科技成长的投资主线不漂移。","declarationDate":"2021-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T12:47:31.120Z","mo":"短期来看，经济回暖之后，有巩固经济，防止下行的需求，利率下行或是大势所趋。短期市场结构化特征非常明显，在关注中报基本面的情况下，注意结构的调整和切换。未来十年，国家大力发展半导体自主化、计算机软硬件自主化同时推进人工智能、物物互联发展，行业机会是确定的。国产替代是未来十年大趋势，发展制造，设备，材料等核心环节，避免“卡脖子”问题是未来中国科技产业行业重要发展路线。TMT大行业长期投资机会巨大，短期保持TMT行业和个股的结构灵活配置。","fund":{"_id":3000000000063,"stockCode":"000063","stockType":"fund","areaCode":"cn","followedNum":11,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2013-04-02T16:00:00.000Z","setUpScale":308395000,"market":"a","tickerId":63,"custody":"中国银行股份有限公司","name":"长盛电子信息主题灵活配置混合型证券投资基金","shortName":"长盛电子信息主题混合(000063)","fundSecondLevel":"hybrid","__csrcFundId":3400,"fundStatus":"normal","lastUpdated":"2026-04-30T17:19:32.431Z","masterFundFlag":1,"inceptionDate":"2013-05-09T16:00:00.000Z","fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛电子信息主题混合","pinyin":"csdzxxztlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"8801614139","stockType":"fund_manager","exchange":"fm","tickerId":2612190630,"name":"朱律"}]},"announcement":{"linkText":"长盛电子信息主题灵活配置混合型证券投资基金2021年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=630675","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec163d4369c9c836d1304","stockId":3000000000063,"sao":"一季度TMT仍走出寻底走势，消费电子、半导体、通信、计算机、传媒等出现不同程度的回调，一定程度释放了估值的压力。自去年年中至今，TMT整体调整时间和幅度均不少，部分优质股票估值进行了较为充分的修复，为今年TMT行情走势打下一定的基础。   选取质地优秀、业绩高增长并有一定估值相对优势的企业持续、深入跟踪研究，在分析清楚公司长期发展前景的前提下，对短期业绩变化加强重点研究，为投资者选取当期较好的标的，坚持科技、成长的投资主线不漂移。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T12:47:31.117Z","fund":{"_id":3000000000063,"stockCode":"000063","stockType":"fund","areaCode":"cn","followedNum":11,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2013-04-02T16:00:00.000Z","setUpScale":308395000,"market":"a","tickerId":63,"custody":"中国银行股份有限公司","name":"长盛电子信息主题灵活配置混合型证券投资基金","shortName":"长盛电子信息主题混合(000063)","fundSecondLevel":"hybrid","__csrcFundId":3400,"fundStatus":"normal","lastUpdated":"2026-04-30T17:19:32.431Z","masterFundFlag":1,"inceptionDate":"2013-05-09T16:00:00.000Z","fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛电子信息主题混合","pinyin":"csdzxxztlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"8801614139","stockType":"fund_manager","exchange":"fm","tickerId":2612190630,"name":"朱律"}]},"announcement":{"linkText":"长盛电子信息主题灵活配置混合型证券投资基金2021年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=573797","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec163d4369c9c836d1303","stockId":3000000000063,"sao":"2020年，海外对中国半导体的政策力度加大，同时叠加疫情影响，对半导体产业产生巨大冲击，TMT产业链也产生波及，指数产生较大波动，TMT科技行业投资操作难度加大。中国科技崛起的长期趋势非常明朗，短期以半导体为核心的TMT科技产业波动和国外限制政策难以抵挡时代发展的潮流。我们持续跟踪，以业绩高质量增长为基本出发点，优中选优，回避短期风险，选取结构化机会，做好重点公司的业绩的研究和预判，保持深度研究。科技创新+中国制造升级仍将是基金的长期投资主线。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T12:47:31.113Z","mo":"2021年将是经济政策转向常规，经济逐渐好转的一年，为中国科技和制造升级创造了更好的大环境。长期看，科技升级、自主可控、芯片等核心产业国产替代的大趋势并没有改变，内在需求和外在压力更能促使科技产业炼就真金。设备、材料、基础软件等的短板预计将逐步补齐，特有的产业化、规模化的政策优势和庞大的国内市场，是世界绝大部分经济体不具备的，高度关注科技、制造领域的投资机会。","fund":{"_id":3000000000063,"stockCode":"000063","stockType":"fund","areaCode":"cn","followedNum":11,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2013-04-02T16:00:00.000Z","setUpScale":308395000,"market":"a","tickerId":63,"custody":"中国银行股份有限公司","name":"长盛电子信息主题灵活配置混合型证券投资基金","shortName":"长盛电子信息主题混合(000063)","fundSecondLevel":"hybrid","__csrcFundId":3400,"fundStatus":"normal","lastUpdated":"2026-04-30T17:19:32.431Z","masterFundFlag":1,"inceptionDate":"2013-05-09T16:00:00.000Z","fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛电子信息主题混合","pinyin":"csdzxxztlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"8801614139","stockType":"fund_manager","exchange":"fm","tickerId":2612190630,"name":"朱律"}]},"announcement":{"linkText":"长盛电子信息主题灵活配置混合型证券投资基金2020年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=558771","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec163d4369c9c836d1302","stockId":3000000000063,"sao":"三季度，TMT行业在季度初中报行情刺激下走出较强走势后，整体产生一定程度的回调，除部分业绩增长强劲的龙头个股之后，整体调整幅度不小，结构分化加大。业绩及业绩增长的判断是投资运作第一出发点，致力精选业绩良好、高增长，或者业绩改善的质地优良股票，观察中报及将到来的三季报中，个股业绩发展情况。以业绩为根本，在TMT为主线的配置中做好结构优化和个股精选。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-27T16:00:00.000Z","lastUpdated":"2026-03-09T12:47:31.110Z","fund":{"_id":3000000000063,"stockCode":"000063","stockType":"fund","areaCode":"cn","followedNum":11,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2013-04-02T16:00:00.000Z","setUpScale":308395000,"market":"a","tickerId":63,"custody":"中国银行股份有限公司","name":"长盛电子信息主题灵活配置混合型证券投资基金","shortName":"长盛电子信息主题混合(000063)","fundSecondLevel":"hybrid","__csrcFundId":3400,"fundStatus":"normal","lastUpdated":"2026-04-30T17:19:32.431Z","masterFundFlag":1,"inceptionDate":"2013-05-09T16:00:00.000Z","fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛电子信息主题混合","pinyin":"csdzxxztlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"8801614139","stockType":"fund_manager","exchange":"fm","tickerId":2612190630,"name":"朱律"}]},"announcement":{"linkText":"长盛电子信息主题灵活配置混合型证券投资基金2020年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=489999","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec163d4369c9c836d1301","stockId":3000000000063,"sao":"一季度主要TMT指数快速冲高快落，主要受国内外疫情发展的先后冲击，特别是国外疫情情况扩散较大，造成对短期经济和消费电子需求情况影响较大。从股价上在3月份得到了迅速的风险释放。进入二季度TMT行业呈现震荡向上行情，4月份震荡，5月份大幅波动，6月震荡向上，期间夹杂贸易战和疫情因素影响，但整体金融环境比较宽松，成长性较好的云计算、消费电子、游戏、半导体等表现相对比较好，也加强对应的配置。      即将进入中报业绩公告期，是对当前经济情况下重点公司的检验和展望，从中报具体情况观察在经济复苏情况下中短期公司及产业变化的情况，以业绩为基本出发点，做好重点公司的业绩的研究和预判，保持深度研究，坚持以成长出发，以业绩为根本，精选个股，做好标的和结构选取。5G创新+中国制造升级仍将是长期投资主线。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T12:47:31.107Z","mo":"大势的发展呈现曲折的发展状态，短期流动性宽松，市场处于有利的状态。疫情等因素负面仍在，但宽松带来了行业的变局和发展机会，我们乐于见到经济的复苏和改革的推进，中长期看，5G科技升级、自主可控、国产替代的大趋势并没有改变，中期5G、自动驾驶等的推进有利于中国科技行业的赶超，短期贸易战的影响可以辩证的看待。","fund":{"_id":3000000000063,"stockCode":"000063","stockType":"fund","areaCode":"cn","followedNum":11,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2013-04-02T16:00:00.000Z","setUpScale":308395000,"market":"a","tickerId":63,"custody":"中国银行股份有限公司","name":"长盛电子信息主题灵活配置混合型证券投资基金","shortName":"长盛电子信息主题混合(000063)","fundSecondLevel":"hybrid","__csrcFundId":3400,"fundStatus":"normal","lastUpdated":"2026-04-30T17:19:32.431Z","masterFundFlag":1,"inceptionDate":"2013-05-09T16:00:00.000Z","fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛电子信息主题混合","pinyin":"csdzxxztlhpzhhxzqtzjj","memoNum":1,"managers":[{"stockCode":"8801614139","stockType":"fund_manager","exchange":"fm","tickerId":2612190630,"name":"朱律"}]},"announcement":{"linkText":"长盛电子信息主题灵活配置混合型证券投资基金2020年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=462106","linkType":"PDF","source":"csrc_pdf"}}]}