Group 1 - The A-share market showed a clear trend of strong performance in finance and weak performance in technology, leading to discussions about the divergence in market sentiment [1][2] - Public FOF funds experienced performance pullbacks, particularly those heavily invested in technology, while those focused on finance performed better [2][3] - The average daily trading volume in the market was 12,663 billion, with major indices showing mixed results, indicating a volatile market environment [2] Group 2 - Despite the short-term weakness in technology investments, there is a strong belief in the long-term potential of China's tech sector, particularly in AI and innovation [4][5] - Morgan Stanley's chief economist highlighted China's significant progress in the tech revolution, positioning it as a key player in global technology trends [4] - The self-sufficiency rate of AI hardware in China is expected to rise to 82% by 2027, providing new growth drivers for the economy [4] Group 3 - Some FOF funds that performed well in the past have seen declines recently, with specific examples showing negative returns, indicating a shift in market dynamics [2][3] - The best-performing mixed FOF last week was the "Caitong Asset Management Bo Hong Active 6-Month A," which recorded a return of 2.11% [3] - The investment sentiment in technology sectors like robotics and AI has weakened, affecting the performance of related funds [3]
科技线投资情绪偏弱,部分FOF上周出现回调,业内仍看好AI投资机遇
Mei Ri Jing Ji Xin Wen·2025-05-19 09:27