买入重仓中际旭创(300308.SZ) 谢治宇基金年报披露！2026年看好AI与传统行业回暖

智通财经04-02

智通财经APP获悉，随着2025年公募基金年报陆续披露，头部基金经理的持仓变化再次成为市场关注焦点。谢治宇作为长期业绩稳健、风格清晰的代表人物，其管理的兴全合润、兴全合宜等产品在最新报告中呈现出较为鲜明的结构调整特征。最新的基金年报显示，对比2025年基金中报，谢治宇在去年下半年新重仓买入中际旭创(300308.SZ)多只个股。从行业配置来看，对比其在管基金2024年底与2025年的持仓，能清晰...

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href=http://www.zhitongcaijing.com/content/detail/1424777.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，随着2025年公募基金年报陆续披露，头部基金经理的持仓变化再次成为市场关注焦点。谢治宇作为长期业绩稳健、风格清晰的代表人物，其管理的兴全合润、兴全合宜等产品在最新报告中呈现出较为鲜明的结构调整特征。最新的基金年报显示，对比2025年基金中报，谢治宇在去年下半年新重仓买入中际旭创(300308.SZ)多只个股。从行业配置来看，对比其在管基金2024年底与2025年的持仓，能清晰...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1424777.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1794554557.SGD","symbol_name":"Allianz All China Equity AT Acc 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Optimistic about AI and the recovery of traditional industries in 2026","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300308":1.5,"AIPO":1.5,"CHAT":1.5,"AGIX":1.5},"content_text":"智通财经APP获悉，随着2025年公募基金年报陆续披露，头部基金经理的持仓变化再次成为市场关注焦点。谢治宇作为长期业绩稳健、风格清晰的代表人物，其管理的兴全合润、兴全合宜等产品在最新报告中呈现出较为鲜明的结构调整特征。最新的基金年报显示，对比2025年基金中报，谢治宇在去年下半年新重仓买入中际旭创(300308.SZ)多只个股。从行业配置来看，对比其在管基金2024年底与2025年的持仓，能清晰看到谢治宇投资主线向AI相关的电子、通信产业链、半导体、创新药等科技成长领域倾斜，电子、通信板块占比较高，延续其“适度集中+多元分散”的特点。具体来看，以2025年末的前二十大重仓股为例，谢治宇管理的兴全合润、兴全合宜下半年新买入中际旭创(300308.SZ)、华海清科(688120.SH)、拓荆科技(688072.SH)、胜宏科技(300476.SZ)、东山精密(002384.SZ)、中国东航(600115.SH)。另外，兴全合润还新买入聚辰股份(688123.SH)、中国石化(600028.SH)、万辰集团(300972.SZ)、北京君正(300223.SZ)、中宠股份(002891.SZ)，兴全合宜还新买入佰维存储(688525.SH)、汇量科技(01860)、药明生物(02269)、贝壳-W(02423)、德业股份(605117.SH)。规模最大的产品兴全合润前十大重仓股分别为：中际旭创、巨化股份(600160.SH)、宁德时代(300750.SZ)、晶晨股份(688099.SH)、立讯精密(002475.SZ)、佰维存储、澜起科技(688008.SH)、东山精密、拓荆科技、华海清科。其中，北方华创(002371.SZ)、蓝思科技(300433.SZ)、分众传媒(002027.SZ)掉出前十大重仓股行列，华海清科、拓荆科技、佰维存储则新进前十大重仓股。兴全合润前二十大重仓股：兴全合宜前二十大重仓股：业绩方面，截至报告期末，兴全合润混合A的基金份额净值为2.0802元，报告期基金份额净值增长率为35.72%，同期业绩比较基准收益率为14.04%；兴全合润混合C的基金份额净值为2.0717元，报告期基金份额净值增长率为47.96%，同期业绩比较基准收益率为22.50%。此外，截至报告期末，兴全合宜混合A的基金份额净值为1.9356元，报告期基金份额净值增长率为38.16%，同期业绩比较基准收益率为15.75%；兴全合宜混合C的基金份额净值为1.8689元，报告期基金份额净值增长率为37.31%，同期业绩比较基准收益率为15.75%。谢治宇在2025年基金年报中表示，随着大模型的不断发展，AI 正在悄然改变世界，而围绕 AI 的主线，市场的投资机会层出不穷。海外算力板块，在大客户加单以及新技术发展的推动下 25 年屡创新高，看到在光模块、PCB 领域，国内的供应链龙头在国际舞台上获得了更高的话语权;在液冷、电源等领域，国内龙头正在取得突破。在AI天量资本开支的拉动下，海外出现了缺电、缺存储的窘境，国内的储能、燃气轮机、存储相关产业链迎来了高度景气，个股机会迭出。国产算力的突破拉动了国内半导体景气度，尤其是国内存储原厂将在2026年迎来上市的历史机遇，国产半导体设备以及耗材将是配置的重点。展望2026年，谢治宇认为，AI带来的非线性增长仍是主要看点，宏观经济企稳回升后，传统行业的分化与回暖同样值得期待。一方面，在光模块、存储、储能、燃气轮机产业链中，能提供稳定供给的龙头企业将持续获得极高的溢价，供需缺口有望长期维持。在2026年AI投资标的上，将着力寻找有技术迭代红利和供需缺口持续扩大的细分领域，警惕竞争格局恶化的陷阱。另一方面，随着逆周期调控政策的推出、反内卷政策的实行，宏观经济企稳回升的概率正在上升，部分化工行业正率先焕发新机，景气持续改善。消费领域，2026年春节消费数据全面回暖，出行、酒店等服务性消费的量价齐升令人鼓舞，消费经历3至4年的景气下行后，2026年有望筑底回升，新消费中部分龙头公司正在实现商业模式的迭代升级，并在海外加速扩张。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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":"4.42.0","shortVersion":"4.42.0","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/2624068805","isCrawlerRequest":true}