一 | 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。 Ranveer Singh and Deepika Padukone once again became the internet’s favourite couple after a new reel posted by social media personality Orhan Awatramani, popularly known as Orry. This reel offered an inside look at a family wedding in Goa. The power couple briefly stepped away from their packed schedules to soak in the celebrations. The reel begins with Orry sharing a playful moment with the bride. The wedding glimpses, in which Ranveer and Deepika are seated in the front row, provide viewers with a glimpse into the festivities. Dressed in matching shades of red, the duo caught everyone’s eye with their stylish, festive ensemble. Ranveer emanated regal flair in a red kurta with gold detailing and a floral garland, while Deepika looked dazzling in a red patterned saree teamed with a backless shirt and gold earrings. View this post on Instagram A post shared by Orhan Awatramani (@orry) A candid moment that stuck out instantly was Deepika bending in to whisper something into Ranveer’s ear, her palm resting gently on his chest as he watched the ceremony. The romantic gesture caught the attention of many fans. Additionally, fans made fun of Deepika's hand placement by comparing it to Orry's signature "Orry pose." Another film from the after-party showed Ranveer lighting up the dance floor with his characteristic intensity. His family joined him as he joyfully danced to the title tune of his new action film, Dhurandhar. Fans immediately rejoiced on social media. View this post on Instagram A post shared by Filmfare (@filmfare) Ranveer is gearing up for the release of Dhurandhar, directed by Aditya Dhar and featuring Sanjay Dutt, Akshaye Khanna, R. Madhavan and Arjun Rampal. The spy-action drama, inspired by real covert operations, hits theatres on December 5. Deepika, meanwhile, was recently seen in Singham Again and will next appear alongside Shah Rukh Khan and Suhana Khan in King. Also Read: PHOTOS: Ranveer Singh, Deepika Padukone, Jackie Shroff and More at Dharmendra’s Last Rites。
二 | 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。
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