易方达基金郑希：提升AI算力、半导体行业配置比例，在中小市值股票中寻找能超越周期的个股

东方财富网08-31 10:13

8月31日，易方达基金发布旗下基金产品2026年半年报，郑希管理的易方达信息产业混合2026年上半年保持较高仓位，以信息产业的成长性投资品种为核心仓位，提升了AI算力、半导体行业配置比例，降低了软件、消费电子等相关配置比例。　　具体来看，该基金第11至20大重仓股分别是：德福科技、宏和科技、富创精密、北方华创、中科飞测、铜冠铜箔、圣邦股份、兴森科技、长芯博创、光迅科技。　　郑希表示，由于算力产业链...

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stocks.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300661":1.89,"301216":1.89,"301511":1.89,"603256":1.89,"688361":1.89,"688409":1.89,"002436":1.89,"002281":1.89,"002371":1.89,"002156":1.87,"03661":1.89},"content_text":"8月31日，易方达基金发布旗下基金产品2026年半年报，郑希管理的易方达信息产业混合2026年上半年保持较高仓位，以信息产业的成长性投资品种为核心仓位，提升了AI算力、半导体行业配置比例，降低了软件、消费电子等相关配置比例。　　具体来看，该基金第11至20大重仓股分别是：德福科技、宏和科技、富创精密、北方华创、中科飞测、铜冠铜箔、圣邦股份、兴森科技、长芯博创、光迅科技。　　郑希表示，由于算力产业链配置比例较高，2026年上半年基金净值有一定波动。他将努力进一步优化组合，根据行业景气程度预判对组合进行行业集中度调整。　　郑希表示，展望2026年下半年，由于上半年涨幅较大，市场大概率进入震荡阶段。计划在下半年保持较高仓位，整体立足中长期盈利成长性和稳定性的原则构建组合，维持以竞争优势明显、估值合理的信息产业投资标的为核心的持仓结构，保持组合的流动性和稳定性，并在中小市值股票中寻找能超越周期的个股。（文章来源：中国证券报·中证金牛座）\n\n                                (原标题：易方达基金郑希：提升AI算力、半导体行业配置比例，在中小市值股票中寻找能超越周期的个股)\n                            \n\n                                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