存在多重驱动逻辑 多只科技主题基金“闪电”结募

Group 1 - Since July, multiple technology-themed funds have ended their fundraising early, indicating a growing enthusiasm for subscriptions and a shift towards technology sectors [1] - The early closure of funds reflects a preference for growth assets and highlights the technology innovation sector as a core direction for medium to long-term capital allocation [1] - In July, the China Ocean Fund announced the early closure of its technology innovation mixed fund, marking it as the seventh technology-related fund to end fundraising early this month [1] Group 2 - Experts attribute the "lightning fundraising" phenomenon to several driving factors, including significant policy support and industry trends that enhance long-term confidence in hard technology sectors [2] - Many technology-themed funds have preset fundraising caps, which, in the context of high subscription enthusiasm and rapid capital inflow, leads to early achievement of target sizes [2] - The valuation attractiveness of technology stocks has improved after prior adjustments, prompting some fund companies to accelerate their investment through early fundraising closures [2] Group 3 - The liquidity environment has been improving, with the People's Bank of China releasing liquidity through significant reverse repurchase operations [3] - Regulatory support for the funding environment and changes in macro fundamentals are expected to enhance investor risk appetite [3] - The technology innovation sector is seen as having significant investment value, particularly in rapidly growing areas like artificial intelligence and advancements in biomedicine [3]