这类基金，业绩亮眼！

Core Viewpoint - Convertible bond funds have shown strong performance with an average net value growth rate of 5.6% year-to-date, benefiting from a recovering stock market and prominent structural trends [1][4]. Group 1: Performance Metrics - The average net value growth rate of convertible bond funds reached 5.6% as of June 27, significantly outperforming last year's 3.36% [4]. - Several funds, including China Europe Convertible Bond and Huabao Convertible Bond, reported net value growth rates exceeding 11% this year [4]. Group 2: Market Drivers - The overall beta market trend has positively influenced convertible bond funds, with a shift of funds from "fixed income plus" strategies to the convertible bond market due to declining pure bond asset yields [4]. - Strong support from underlying stocks has been a significant contributor to performance, particularly in sectors like AI and robotics, which have seen substantial gains [4]. Group 3: Future Investment Strategies - Investment managers indicate that the focus for the second half of the year will be on structural changes in the stock market, particularly in technology, dividend, and cyclical sectors [2][6]. - Specific sectors such as precious metals, military, innovative pharmaceuticals, and TMT (Technology, Media, and Telecommunications) are highlighted as having potential investment opportunities [6]. - A "technology + dividend + domestic demand" strategy is recommended for future investments, with a focus on AI, semiconductors, and new consumption trends [6].