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85个百分点，今年以来的收益也低于基准9.94个百分点。对此，该基金二季度报告中解释其投资思路称，本基金偏好估值低、盈利水平在周期低位但长期前景又不错的行业。在低估值、高景气和高质量三者很难兼顾时，适当放弃短期景气而着眼于诸如远期成长空间、企业竞争力、商业模式等长期变量，选择又便宜又好的公司，耐心等待景气回归。　　紧随其后的易方达优势领航六个月持有A被员工共计持有1.23亿元。今年以来，该基金业绩

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