12只公募基金本月净值增长超10% 油气类产品“超车”创新药主题

Group 1 - Since June, oil and gas public funds have outperformed innovative drug-themed products in net value growth, with 12 public funds showing over 10% growth, primarily driven by oil-related funds [1][2] - The top-performing fund, Jiashi Oil, achieved a net value growth rate of 17.3%, while several other oil-themed funds maintained growth rates between 9% and 10% [2] - Analysts attribute the strong performance of oil and gas funds to rising asset prices due to geopolitical risks and supply-demand dynamics, with international oil prices experiencing significant fluctuations [3][4] Group 2 - Future growth potential for oil and gas funds may be limited, as analysts suggest that international oil prices could lack upward momentum, advising cautious asset holding [4] - Geopolitical uncertainties are expected to lead to continued volatility in oil prices, with a potential oversupply situation anticipated in the third quarter, indicating a bearish outlook [4] - Despite the underperformance of innovative drug funds in June, some products still showed decent growth, maintaining rates around 10%, and several pharmaceutical funds remain strong performers year-to-date [4]