绩优基金掘金新赛道，小众主题基金异军突起

Group 1 - The overall performance of public funds in the first half of the year shows a focus on innovative drugs, new consumption, and artificial intelligence as key investment themes [1][4] - Notable funds include the Great Wall Pharmaceutical Industry Fund, which achieved a 102.52% annual return, primarily investing in innovative drug stocks [1] - Other high-performing funds in the pharmaceutical sector include Bank of China Hong Kong Stock Connect Pharmaceutical and Yongying Pharmaceutical Innovation Selection, which also ranked high in returns [1] Group 2 - Some funds have shifted their strategies significantly to recover from large redemptions, such as the Zhongtai Industrial Upgrade Mixed Fund, which increased its stock position from 30% to 90% and focused entirely on the robotics sector [2] - The Zhongtai Huili Mixed Fund has invested in short dramas and gaming concepts, viewing them as potential growth areas at the intersection of domestic mental consumption and AI technology [2] Group 3 - The rise of niche thematic funds indicates an active search for excess returns by fund companies in a structured market [4] - Yongying Fund's thematic funds have shown strong performance, with a focus on the controllable nuclear fusion industry, which is seen as a significant opportunity despite its commercialization being distant [4] - Yongying Qiyuan is concentrating on deep-sea technology, particularly in military, materials, and communications sectors, recognizing the long-term trends in this early-stage industry [4]