公募FOF上周投资胜率高，有产品收益率接近8%

Core Viewpoint - The equity market has shown optimistic investment sentiment, with increased positions in equity funds and strong performance in public FOFs, indicating a favorable environment for investors [1][3][2]. Equity Market Performance - During the week of July 21 to 27, major A-share indices experienced significant gains, with the Shanghai Composite Index rising by approximately 1.67% to close at 3593.66 points, the Shenzhen Component Index increasing by about 2.33% to 11168.14 points, and the ChiNext Index up by around 2.76% to 2340.06 points [3]. - The average position of actively managed equity funds reached approximately 86.05%, with ordinary stock funds averaging 89.29% and mixed equity funds at 85.99% [3]. Fund Performance - The overall performance of public FOFs was strong, with a high success rate and some products achieving weekly returns close to 8% [2][4]. - Among 4475 actively managed equity funds, 3768 funds (approximately 84.20%) reported positive returns, with the average net value change of these funds being 1.65% [4]. Investment Opportunities - The market is expected to face a series of macroeconomic events, with a focus on policy directions regarding domestic demand and economic conditions [5]. - Certain sectors, such as semiconductors and AI, are anticipated to benefit from a rebound, while consumer sectors with low valuations, like cosmetics and white goods, are also highlighted as potential investment opportunities [5]. FOF Weekly Returns - Notable weekly returns for various FOFs include: - Stock-type FOFs: Guotai Industry Rotation A at 7.97% [6]. - Mixed-type FOFs: Qianhai Kaiyuan Yuyuan at 3.61% [7]. - The performance of bond-type FOFs was relatively modest, with the highest return being 0.147% for Bosera Zhenxuan Chuhui [6].