布局AI、创新药 多只QDII基金年内净值涨逾50%

Group 1 - Several QDII funds have achieved over 50% net value growth in 2023, driven by investments in artificial intelligence (AI) and innovative pharmaceuticals [2][3] - The top-performing QDII fund, Huatai-PB Hong Kong Advantage Selection Mixed Fund, has a remarkable 130% year-to-date net value increase [2] - Other notable funds with over 50% growth include E Fund Global Healthcare Industry Mixed Fund and ICBC New Economy Flexible Allocation Mixed Fund [2] Group 2 - Many high-performing QDII funds are focusing on AI and innovative pharmaceuticals as their core investment themes [3] - Fund managers express optimism about the growth potential in AI and innovative pharmaceuticals, indicating a long-term commitment to these sectors [4][5] - Specific strategies include increasing exposure to global computing power and innovative pharmaceuticals while reducing allocations to consumer electronics [3][5] Group 3 - Fund managers highlight the importance of identifying individual stocks with global competitiveness in the innovative pharmaceutical sector [5] - The AI industry is expected to continue its strong growth trajectory, with a focus on the complete value chain from foundational infrastructure to application scenarios [5] - The development of AI is seen as a key factor in enhancing social productivity over the next decade, with significant opportunities for industry leaders [5]