2025年公募“冠军基”最新重仓股出炉！收益率233.29%创下历史新高

智通财经01-22

智通财经APP获悉，2025年A股以全年超18%的涨幅收官，而任桀管理的永赢科技智选以233.26%的年度收益率表现，摘得2025年公募基金冠军。这不仅是公募基金行业再次出现年度收益翻倍的“两倍基”，更一举打破了由王亚伟保持了18年之久的冠军收益率纪录。永赢科技智选披露的2025年四季报显示，该基金大幅度跑赢同期业绩比较基准，2025年四季度末，永赢科技智选A、C基金份额净值分别为3.7795元、...

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Yield of 233.29% hits an all-time high","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300308":1,"300394":1,"300502":1,"300548":1,"300570":1,"600183":1,"601138":1,"603083":1,"603228":1,"688008":1,"688313":1,"002916":1,"002463":1,"002384":1},"content_text":"智通财经APP获悉，2025年A股以全年超18%的涨幅收官，而任桀管理的永赢科技智选以233.26%的年度收益率表现，摘得2025年公募基金冠军。这不仅是公募基金行业再次出现年度收益翻倍的“两倍基”，更一举打破了由王亚伟保持了18年之久的冠军收益率纪录。永赢科技智选披露的2025年四季报显示，该基金大幅度跑赢同期业绩比较基准，2025年四季度末，永赢科技智选A、C基金份额净值分别为3.7795元、3.7523元，去年四季度永赢科技智选A、C基金份额净值增长率分别为13.18%、13.01%，同期业绩比较基准收益率为-2.39%。不过，从该基金去年四季度的资产配置来看，权益投资的仓位已经明显缩减。去年三季度报告显示，股票持仓占基金总资产的比例为91.59%；而到了四季度末，已经降至78.76%。其余资产更多以银行存款和结算备付金存在，同时也清空了此前少量的债券资产配置。具体来看，2025年四季度期间，永赢科技智选的前十大重仓股依次为：生益科技（600183.SH）、中际旭创（300308.SZ）、沪电股份（002463.SZ）、新易盛（300502.SZ）、深南电路（002916.SZ）、天孚通信（300394.SZ）、东山精密（002384.SZ）、景旺电子（603228.SH）、工业富联（601138.SH）、剑桥科技（603083.SH）。持仓变动方面，与2025年3季度相比，东山精密、景旺电子、剑桥科技及工业富联跻身前十；增持了沪电股份、深南电路、生益科技、天孚通信与新易盛等多只个股；太辰光（300570.SZ）、澜起科技（688008.SH）、仕佳光子（688313.SH）、长芯博创（300548.SZ）则退出了持仓前十重仓股名单；另外，该基金对中际旭创进行减持，环比减持幅度达到17%。报告期内，永赢科技智选继续聚焦全球云计算产业投资，在三季度判断的基础上（基于 27 年新技术的兑现），结合全球 AI 产业前沿模型和商业化进展进行投资应对。任桀在报告中指出，四季度，搜索行业领军者推出的新一代多模态模型，使行业能力再度迎来阶段性跃升。凭借芯片、云计算、模型与应用的全栈布局，该公司在模型迭代效率与落地能力方面展现出独特的差异化优势，重新确立了其作为全球AI领域引领者的地位。从用户侧来看，Gemini 在 C 端市场的份额持续增长。与此同时，其他模型公司仍保持健康发展，积极加大投入以强化模型能力，并在商业化（ARR 增长）和资本运作（融资规模与估值）上持续取得进展。展望未来，任桀认为，模型在 Agent、多模态、自主学习等领域仍有显著的提升潜力。应用生态正从规模扩张走向结构升级。过去三年，主流模型产品依托快速的用户渗透实现了用户规模的高速增长。随着覆盖率逐步到位，模型公司正进入以用户分层、能力差异化和服务深度为核心的第二发展阶段。具体应用方向包括医疗等高壁垒垂直领域（如 OpenAI Health）、企业级与行业级 B 端应用、以 Agent 与多模态为代表的复杂应用形态，以及在电商、广告等互联网场景和头部科技公司主业中的深度融合。这些应用的落地与放量，有望成为模型公司商业化指标改善的重要驱动。算力架构在适应模型和应用需求的变化。MoE、长上下文、多 Agent、PD 分离等不同维度的特点，显著提升了集群内部的数据交换与状态管理复杂度，使通信与存储开销在算力系统中的重要性快速上升。为应对带宽、时延与能效约束，新一代算力集群正加速引入 CPO/NPO、OCS、正交背板等架构级创新技术。伴随新技术从方案设计走向规模化部署，早期深度参与头部厂商研发与供应链协同的企业，有望在渗透率提升过程中获得更为显著的产业红利。总体来看，全球 AI 模型仍处于能力持续提升与应用场景不断扩展的阶段，产业发展具备较强的持续性和确定性。因此，该基金将继续重点布局全球云计算产业相关投资，重点关注通信领域中的光通信及 PCB 方向。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2605465984","isCrawlerRequest":true}