Group 1 - The core viewpoint is that public funds, both new and old, are accelerating their layout in the A-share market, driven by a growing profit effect and increasing average positions in equity mixed funds reaching 84% [1][2] - New equity funds launched between March 10 and June 10 have shown a rapid pace of building positions, with several newly established active equity products achieving good returns shortly after their inception [1][2] - The average position of public equity mixed funds has increased by 0.26 percentage points to 84.02% as of June 6, indicating a rising trend in investment [2] Group 2 - Structural opportunities are identified in four main areas: assets that hedge against overseas disturbances such as gold and military industries, advancements in domestic AI models, new consumption and innovative pharmaceuticals with high certainty, and cyclical and manufacturing sectors like chemicals and automobiles with price increase expectations [3]
新老基金齐发力 布局A股结构性机会
Shang Hai Zheng Quan Bao·2025-06-15 18:10