市场显著升温 基金经理对下半年行情保持乐观

Group 1 - The A-share market is experiencing a rebound, leading to increased institutional expectations for the second half of the year [1] - Fund managers are optimistic about the market's performance, with active equity funds showing an average return of 7% year-to-date, outperforming passive index funds [1] - The current market environment is seen as a good opportunity for medium to long-term investments, particularly in A-shares due to their higher cost-effectiveness compared to bonds [1] Group 2 - Fund allocation strategies suggest maintaining positions unless there are significant gains or structural risks, with a focus on dividend and technology sectors [2] - The market's risk appetite is recovering, favoring small-cap stocks, while growth sectors present numerous opportunities amid technological advancements [2] - There is an emphasis on the high dividend advantage of dividend assets in a declining interest rate environment, alongside increased equity allocations by non-bank institutions [2]