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基金业绩冷热不均，红利“缩圈”考验主动管理能力_我的网站

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A | "As a mark of respect for the victims of the senseless acts of gun violence perpetrated on our Independence Day, July 4, 2022, in Highland Park, Illinois, …, I hereby order that the flag of the United States shall be flown at half-staff at the White House and upon all public buildings and grounds, at all military posts and naval stations, and on all naval vessels of the Federal Government in the District of Columbia and throughout the United States and its Territories and possessions," the proclamation said.,US flags will remain at half-staff until sunset July 9, the proclamation said.,Police: Highland Park Gunman Wore Women's Clothing During Shooting Spree to Blend Into Fleeing Crowd16:40 GMT,On Monday, a 21-year-old gunman shot and killed six people and injured three dozen during the Independence Day parade in Highland Park, Illinois. City officials said the shooter purchased the rifle legally.,The shooter fired on the Independence Day parade crowd from a nearby roof. There were at least 11 mass shootings on Independence Day, which left 51 people injured.。

B | 7月以来，红利赛道迎来火热反弹，但红利主题基金却呈现“冰火两重天”的格局。Wind数据显示，截至8月24日，全市场640余只红利主题基金中，超300只产品7月以来复权单位净值增长率超10%；然而，仍有超50只产品同期收益为负，9只回撤超10%，首尾业绩相差较大，内部差异显著。仔细分析，业绩分化的核心在于持仓结构的“缩圈”与路径偏移。重仓煤炭、有色金属、石油石化等上游资源板块的基金净值大幅反弹，而化工、消费、非银金融等重仓股给基金所贡献的超额收益却相对平淡。展望后市，有业内人士表示，随着配置价值逐步显现，红利资产下半年有望迎来超额收益，顺周期红利及具备稳定现金流、较高股息率的资产如煤炭、有色和石化等仍是重要关注方向。（中证报）原文链接。