被动指数型产品受青睐；多只基金埋伏老铺黄金“掘金”

Group 1 - In early July, seven equity funds were launched, with a notable preference for passive index funds, indicating a strong enthusiasm for equity fund issuance [1] - Old Puhuang's stock price has surged over 300% this year, making it a benchmark case for public funds "digging" into the gold consumption sector, with 39 public funds holding a total of 2.4606 million shares valued at 1.655 billion RMB [2] - The ETF market is thriving, with various thematic ETFs emerging in the first half of 2025, outperforming traditional core broad-based ETFs in terms of capital attraction [3] Group 2 - Notable fund manager Deng Xinyi from Nuoan Fund believes that the A-share market is gradually shifting to a higher volatility center, driven by sectors like AI, humanoid robots, and semiconductor localization [4] - The market saw mixed performance with the Shanghai Composite Index briefly rising over 1% towards 3500 points, while sectors like banking and stablecoin concepts showed strength [5] - Game-related ETFs rose over 2%, reflecting optimism in the gaming market, which is expected to maintain long-term growth [6][7] Group 3 - New fund launches to watch include the Xin Yuan Emerging Industry Selected Mixed Fund, managed by Zhang Zhengqing, and the Dachen Insight Advantage Mixed Fund, managed by Li Bo, both focusing on equity investments [8][10]