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国精产品9999岳阳市人民政府|体验中华文化的魅力与传承。
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国精产品9999岳阳市人民政府|体验中华文化的魅力与传承。

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  摘要:追求在捕捉科技股“红利”的同时,为投资者打造舒适的投资体感

  时隔3年,成长股在2025年重新找回了属于自己的“光环”,特别是科技类基金,在本轮行情中脱颖而出。华安基金作为业内最早深耕科技投资的基金公司之一,集结了产业学术背景+投研实力的“华安基金科技联盟”,凭借深厚的产业积淀与团队协作能力,在科技投资领域不断扩容深耕与迭代探索。

  其中,就包括拥有十余年投研经验的基金经理栾超。作为一名成长风格的基金经理,他奉行“慢就是快”、“攻守有道”的成长股投资理念,追求在捕捉科技股“红利”的同时,为投资者打造舒适的投资体感。

  攻守有道,“择时+择股”双管齐下

  栾超拥有12年证券从业经验,超8年证券投资经验,构建了一套宏观大类资产择时、行业景气度比较、兼顾公司成长性发掘的投资框架,即“择时、择股”双管其下。

  因为其聚焦的多为高弹性品种,通常会采取“倒金字塔”方式进行布局,也就是初期先小仓位建仓,后续随着行情的变动,再择机加仓的模式。

  首先,栾超从成长性、盈利质量、估值三方面出发,他要求重仓股加权平均ROE通常保持在10%-20%区间;个股预测净利润增速通常要在30%以上;估值方面,PB通常不超过10倍。

  其次,适度重仓优质股。在栾超在接手产品后,迅速将前十大重仓股的比例从69%降低至35%左右,适度集中,既维持了一定的锐度,又兼顾了风险均衡。根据最新年报显示,他管理的产品前五大重仓股中,有三只获得了超额收益。

  最后,充分发挥调仓换股能力。栾超能够灵活的运用量化指标、客观数据等来表征所投资行业和个股的状况,避免主观情绪对投资带来的影响,克服追涨杀跌的人性弱点。

  栾超始终将风控放在投资的第一位。他将单个行业的持仓控制在30%以内,这不仅保持了充足的流动性,也给组合留出调整的空间,能随时根据市场风险,动态调整仓位、平衡风险收益。

  以其在管的产品为例,从2024年7月接任以来,该基金对单一行业的配比就保持偏低水平。第一大行业占比仅为14.75%,前三大行业占比仅为37.62%,这样的均衡配置,有效避免了单一行业的过度冲击,很大程度上提升了投资者的持有体验。

  整体来看,栾超“择时、择股”双管齐下的投资框架,为投资者提供了“回撤控制好、风格稳定”的体验。

  看好AI应用等科技成长的三大方向

  栾超整体看好2025年的市场,他认为经济有望进一步企稳回升,房地产市场经历连续下行压力后或将筑底。在具体行业层面,重点关注科技成长领域的三大方向。

  第一,AI是最大的产业趋势,目前中国正处于CAPEX爆发元年。中国在AI应用创新上具备全球比较优势,预计随着腾讯、字节等大厂陆续推出Agent,算力的商业闭环会得到进一步验证,上游资本开支和基建的长期成长逻辑能得到强化。

  软件方面,预计DeepSeek概念仍将是市场主线。一方面,DeepSeek-R2即将发布,其编程、推理等能力将进一步提升;另一方面,DeepSeek作为国内自主研发的大模型,几乎不受关税影响,相关公司在基本面层面并未有受损,由于其海外收入比例较低,相较其他板块,具有一定优势。

  第二,关注自主可控产业链,地缘政治加剧,科技自主持续深化,卡脖子环节突破的迫切性越来越高。国产替代率比较低的光刻机、量检测设备等成了自主可控的最核心领域,此外在数控机床、科学仪器、医疗器械等领域都有很大的国产替代空间。

  另外,在关税影响下,美国进口的产品未来或将会持续涨价,以半导体芯片和设备材料为代表的本土供应商产品的性价比进一步凸显,过去主要依赖美国供应商的环节国产化会进一步加速。

  第三,在创新药领域,人口老龄化驱动医药需求,国内创新药研发能力逐步增强。国内医药企业在工程师红利推动下,研发周期和研发成本相对海外大幅降低,技术上也和海外主流逐步接轨。最近医药企业频频license-out,FDA获批常态化,均证明国际化与商业化能力开始兑现。

MACD金叉信号形成,这些股涨势不错! 国精产品9999岳阳市人民政府|体验中华文化的魅力与传承。的相关文章 为什么就没有超级黑客开发出能爆发显卡全部能力的驱动呢?的相关文章
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近期被推上风口浪尖的「讨好型人格」正确解读是什么?刻意改变自己的「讨好型」会不会导致走向另一个极端?
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方程豹钛3上市 售价13.38万元起
美股三大指数收跌 英伟达跌超6%
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