Group 1 - The A-share market is expected to continue a structural trend in August, with short-term fluctuations but long-term upward potential due to domestic economic resilience and clear industrial upgrade trends [1][2] - Fund institutions, including Changcheng Fund and Morgan Stanley, highlight the strong inflow of incremental capital into the A-share market, driven by significant profit-making effects and increasing investor optimism [1][2] Group 2 - Multiple public funds are optimistic about the technology growth sector, particularly the AI industry chain, suggesting a focus on low-position technology stocks and the commercialization of AI applications [2] - The investment value in sectors with clear commercialization paths and potential technological breakthroughs, such as advanced semiconductor processes, is expected to increase due to supportive policies and reasonable valuation levels [2] Group 3 - Dividend assets are also a key focus for some public funds, with a preference for a "dividend + growth" allocation strategy in the current low-interest-rate environment [3] - The attractiveness of Hong Kong dividend assets is expected to rise due to strong long-term capital allocation demand and narrowing AH share premium trends [3]
公募机构8月份掘金图曝光 科技与红利资产成焦点
Zheng Quan Ri Bao Zhi Sheng·2025-08-03 16:09