主动权益类基金业绩回暖超600只产品净值创新高

Group 1 - The performance of actively managed equity funds has significantly improved, with an average return exceeding 27% over the past year, and over 600 funds reaching historical net asset value highs [1][2][3] - Notable performers include funds focused on the Beijing Stock Exchange, innovative pharmaceuticals, and robotics, with some funds achieving returns over 100% [2][3] - Specific funds such as the CITIC Construction Investment Beijing Stock Exchange Selected Fund and the Huaxia Beijing Stock Exchange Innovative Small and Medium Enterprises Fund reported returns of 201.39% and 192.13% respectively [2] Group 2 - Fund managers express optimism for the second half of the year, highlighting structural opportunities in the equity market, particularly in AI and innovative pharmaceuticals [4] - The managers suggest a bottom-up approach to identify companies with potential recovery in fundamentals, indicating a growing number of industries may see earnings bottoming out and rebounding [4] - The innovative pharmaceutical sector is viewed as a long-term opportunity, with China emerging as a global center for large molecule drug development and manufacturing [4]