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不知火舞沙滩 - 带你走进奇妙的二次元世界,释放你的想象 - 怀亦网络
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不知火舞沙滩 - 带你走进奇妙的二次元世界,释放你的想象

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电话:2025 亳州市(谯城区、蒙城县、利辛县、涡阳县)
牡丹江市(宁安市、爱民区、穆棱市、西安区、阳明区、林口县、东安区、东宁市、海林市、绥芬河市)
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丽江市(玉龙纳西族自治县、永胜县、古城区、华坪县、宁蒗彝族自治县)
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株洲市(攸县、芦淞区、渌口区、天元区、炎陵县、醴陵市、荷塘区、石峰区、茶陵县)
咸阳市(礼泉县、旬邑县、淳化县、泾阳县、永寿县、三原县、渭城区、长武县、兴平市、乾县、杨陵区、秦都区、彬州市、武功县)
菏泽市(东明县、成武县、定陶区、牡丹区、鄄城县、曹县、郓城县、单县、巨野县)
遂宁市(射洪市、安居区、大英县、船山区、蓬溪县)
临沂市(沂水县、兰山区、费县、临沭县、兰陵县、平邑县、河东区、郯城县、蒙阴县、罗庄区、莒南县、沂南县)








潮州市(湘桥区、潮安区、饶平县)
十堰市(郧西县、郧阳区、张湾区、丹江口市、茅箭区、竹溪县、房县、竹山县)
儋州市
苏州市(昆山市、相城区、太仓市、姑苏区、常熟市、吴江区、张家港市、吴中区、虎丘区)
攀枝花市(仁和区、米易县、西区、盐边县、东区)
那曲市(嘉黎县、安多县、双湖县、索县、尼玛县、班戈县、聂荣县、巴青县、比如县、色尼区、申扎县)
荆州市(松滋市、洪湖市、沙市区、监利市、公安县、石首市、荆州区、江陵县)
达州市(通川区、开江县、万源市、达川区、渠县、大竹县、宣汉县)
芜湖市(繁昌区、湾沚区、南陵县、镜湖区、鸠江区、无为市、弋江区)

专题:2025基金一季报:最新持仓曝光!

  2025年一季度收官,百亿规模以上的权益类基金业绩呈现显著分化,基金经理的调仓能力与行业配置策略经受考验。

  作为目前在管规模排行前十的权益类基金经理,周蔚文的调仓策略和业绩表现一直备受市场关注。目前,周蔚文管理的基金资产总规模约为300.76亿元,较2024年末的306.35亿元缩水5.59亿元。在管基金数5只,分别为中欧新蓝筹A、中欧新趋势A、中欧精选A、中欧匠心两年A、中欧时代先锋A。

  目前管理规模前20大权益基金经理 数据来源:wind截止至20250422

  从业绩表现来看,周蔚文管理的基金在近一年和近两年的表现普遍不佳,多数基金的同类排名在中后段,整体表现较为疲软。从近一年表现来看,中欧时代先锋股票A跌4.19%,中欧新趋势混合A跌2.28%;从近两年表现来看,除中欧匠心两年持有期混合A之外,其余基金均跌超10%。

  数据来源:天天基金截止至20250422

  中欧新蓝筹A作为周蔚文代表基金,一季度回报为3.38%,规模71.74亿元,比上期减少5.06%。一季度重仓股为万华化学、中国平安、三花智控、牧原股份、恺英网络、三一重工、芯原股份、兆易创新、澜起科技、紫金矿业。

  数据来源:wind截止至20250331

  在一季报中,周蔚文指出,其投资决策框架核心在于寻找产业趋势低位与企业中长期价值低估的交集。基于这一出发点,他总结出三种投资情形:产业趋势低位与中长期价值低估的交集、确定性较强的产业趋势机会以及显著的中长期价值低估机会。在实际操作中,他强调需综合考虑个股流动性等因素,动态调整配置比例。

  周蔚文还表示,加大了在人工智能产业相关领域的投资和布局。“我们在人工智能产业链上的布局,不仅涵盖了持续看好的人形机器人以及自动驾驶领域,还拓展至AI眼镜等新型可穿戴设备,以及AI在教育、广告、游戏等应用领域。”

  另外,由于造船和化工行业的景气度趋势边际出现恶化,且全球经济局势不确定性增强,周蔚文降低了这类强经济周期、出口依赖度高的行业的部分持仓。

  “未来全球贸易再平衡的过程可能会对中国出口产生影响,特别是对美出口企业的影响更直接。然而,这一过程无法改变中国制造业在全球范围内的竞争力,反而会促使中国自主创新能力进一步提升,同时内需对经济增长的贡献也将进一步增大。”周蔚文指出。

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