算力出海“小步快跑” 基金经理把握科创投资机遇

Group 1 - The core viewpoint of the articles highlights the significant investment opportunities in the technology innovation sector, with active equity funds achieving substantial returns, particularly those heavily invested in technology stocks [1][2]. - Active stock and mixed equity funds reported an average net value growth exceeding 6%, with several funds seeing net value growth over 30%, indicating strong performance in the technology sector [1]. - Key funds such as Yongying Technology Smart Selection and Caitong Integrated Circuit Industry have reported net value growth of over 30%, showcasing the potential of technology-focused investments [1]. Group 2 - The second quarter saw a notable adjustment in positions by fund managers, with a focus on the growth of AI applications and the increasing demand for computing power from Chinese manufacturers in sectors like optical communication and PCB [2]. - Fund managers are optimistic about the upcoming releases of advanced models like GPT-5 and Grok-4, and are actively seeking investment opportunities in the global cloud computing industry [2]. - The report from Guojin Securities indicates that as of June 30, technology stocks accounted for 31.28% of the total value of heavy positions in public active equity funds, making it the most prioritized sector [3].