Within a month, new energy was sentenced to "death", and the people who lost 60% of the base became the test product of CITIC Prudential Sun Haozhong?
It is said that a woman's face becomes faster than a book, but Sun Haozhong's face becomes faster than a woman's. The new energy that has fallen for two years in a row, Sun Haozhong used "no Ji Tailai" to describe it last month, but this month he used "silence" to finally summarize. And AI, which has been rising for more than half a year, Sun Haozhong only discovered the rise of highlights. This year, did Sun Haozhong fall asleep, or did the reflex arc be too long? In two years, he lost more than 60% of the people's funds, and the management fund ranked last in the same category, so he should review his own judgment mistakes, and apologize to the people who hold the position.
On December 5, Sun Haozhong, the fund manager of CITIC Prudential Industrial Fund, released the "
New energy is silent, and AI computing power is rising
In the third quarter, I made more layouts in photovoltaic modules, intelligent driving, and new photovoltaic technologies. In addition, as the importance of data security becomes increasingly prominent, especially in December, it may enter a period of intensive data element policies, and the industrial ecological chain in the pan-technology field such as computing power, AI models, and AI robots is expected to accelerate and improve, and the technology will continue to change.
The continued downward trend of U.S. bonds may be a more certain trend, and the domestic economic recovery is also expected to continue. In terms of sectors, although the valuation of new energy is low, the upward catalyst is not clear: it is expected that the direction of subsequent changes will still be in pan-technology.
However, on November 7 last month, Sun Haozhong also released the "
Through the darkest moment, new energy is not extremely Tailai!
In the context of uncertain expectations for industry-wide earnings improvement, the market prefers thematic investments and high-dividend assets. In addition, in terms of product portfolio management, we have made more layouts in photovoltaic module intelligent driving, photovoltaic new technology, etc.
In response to Sun Haozhong's latest small essay, Ant Financial Management @ Earn a small pocket money commented: "He practiced with the money of the people, and he also called it a layout, haha, look at how he put your money Kuiguang, the computing power rose sharply, he fell slightly, the computing power rose and he fell, the photovoltaic rose and he rose slightly, and the photovoltaic rose and he fell slightly."
Ant Finance @宝友ELxSww commented: "I think I will not lose more than 60% if I buy it from a rural old man, and it will be accompanied by 3 angry emojis." Ant Finance@Fengyoujing's life-saving comment: It's over, after receiving new energy, ready to take AI.
According to the information of Tiantian Fund, Mr. Sun Haozhong, Master of Economics, CFA (Certified Financial Analyst), FRM (Financial Risk Manager). He used to be an LME trader for China Minmetals, a researcher at Huatai United Securities, and a researcher at CITIC Securities. He joined CITIC Prudential Fund Management in April 2013 and has served as a researcher and assistant fund manager.
Sun Haozhong, who has served for 3 years and 348 days, has a total asset size of 5.606 billion yuan, and the best fund return during his tenure is 46.84%.
As of press time, Sun Hao managed a total of 14 funds, of which 5 funds have lost more than 40% in the past 2 years, 5 funds have lost more than 20% in the past 1 year, 8 funds have lost more than 15% in the past 6 months, and 2 funds have lost 18% in the past 3 months. (Note: As of December 7, 2023, the yield of CITIC Prudential Emerging Hybrid A held by Xiaobian is 61.92%)
It is worth noting that if the time is pulled back to June 1, 2021, the CITIC Prudential Emerging Industry Mixed Fund managed by Sun Haozhong hit a record high, winning the championship of the partial stock mixed fund in the past 1 year and 2 years with returns of 127.95% and 233.3% respectively. Even back to June 20, 2022, the return of the CITIC Prudential Emerging Industries Mixed Fund managed by Sun Haozhong was as high as 168.67%.
As a new generation of fund managers, Sun Haozhong was once praised on the altar because of new energy, and now he has fallen off the altar because of new energy. In Sun Haozhong's short career as a fund manager, new energy is undoubtedly the most entangled with the new energy sector. Now, Sun Haozhong has finally let go of his obsession with new energy, which may be a new beginning of his career.
Inspector Yucai noticed that judging from Sun Haozhong's new funds in the past two months, he may have given up new energy long ago.
This can be judged from the abbreviation name of the fund "Advanced Manufacturing", as well as the rise and fall of gold in January and the past 1 week, even if the new fund has not disclosed its holdings for the time being. According to the information of Tiantian Fund, CITIC Prudential Advanced Manufacturing Hybrid A/C managed by Sun Haozhong was established on October 9, 2023, with a rise and fall of 1.07%/1.01% in the past 1 month, with a good quartile ranking, and a change of 0.48%/0.47% in the past 1 week, with a good quartile ranking.
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