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。
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。 HOUSTON -- A Texas judge has ruled that Infowars host Alex Jones cannot use bankruptcy protection to avoid paying more than $1.1 billion to families who sued over his conspiracy theories that the Sandy Hook school massacre was a hoax. The decision is another significant defeat for Jones in the wake of juries in Texas and Connecticut punishing him over spreading falsehoods about the nation's deadliest school shooting. U.S. District Judge Christopher Lopez of Houston issued the ruling Thursday.Jones filed for Chapter 11 bankruptcy protection last year and more recent financial documents submitted by his attorneys put his personal net worth around $14 million. But Lopez ruled that those protections do not apply over findings of “willful and malicious” conduct.“The families are pleased with the Court’s ruling that Jones’s malicious conduct will find no safe harbor in the bankruptcy court," said Christopher Mattei, a Connecticut lawyer for the families. “As a result, Jones will continue to be accountable for his actions into the future regardless of his claimed bankruptcy.”An attorney for Jones did not immediately return a message seeking comment Friday. After 26 people were killed by a gunman at Sandy Hook Elementary School in Newtown, Connecticut, in 2012, Jones made a false conspiracy theory a centerpiece of his programing on his flagship Infowars show. He told his audience last year he was “officially out of money” and has asked them to shop on his Infowars website to help keep him on the air.But Jones' personal spending topped $93,000 in July alone, including thousands of dollars on meals and entertainment, according to his monthly financial reports in the bankruptcy case. The spending stuck a nerve with Sandy Hook families as they have yet to collect any of the money that juries awarded them. Sandy Hook families won nearly the $1.5 billion in judgments against Jones last year in lawsuits over repeated promotion of a false theory that the school shooting that ever happened.The amount of money Jones owes Sandy Hook families could grow even larger. Another lawsuit is pending in Texas, brought by the parents of 6-year-old Noah Pozner, one of the children slain in the attack. A trial date has not yet been set.Relatives of the victims testified at the trials about being harassed and threatened by Jones’ believers, who sent threats and even confronted the grieving families in person, accusing them of being “crisis actors” whose children never existed.。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。
三 | 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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