超40只主动权益基金一年翻倍 老牌权益大厂再现投资实力

Core Viewpoint - The A-share market has shown a strong upward trend since July, with the Shanghai Composite Index surpassing 3600 points for the fourth time since 2007, 2015, and 2021, indicating a robust market recovery and investor sentiment improvement [1] Group 1: Market Performance - Since September 2024, A-shares and Hong Kong stocks have experienced a multi-sector rotation upward, with sectors like dividends, artificial intelligence, banking, and innovative pharmaceuticals showing active performance [1] - As of August 6, 2023, 80 actively managed equity funds have seen gains exceeding 60% this year, primarily from leading fund managers such as E Fund, Huitianfu, and GF Fund [2] - The AI and innovative pharmaceutical sectors have shown strong growth, with the CSI Artificial Intelligence Theme Index and the CSI Innovative Pharmaceutical Industry Index rising over 60% and 40% respectively in the past year [2] Group 2: Fund Performance - There are 43 equity funds that have doubled in value over the past year, with E Fund leading with four "doubling funds" [2][3] - As of August 6, 2023, 90 actively managed equity funds have achieved an annualized return of over 15% over the past three years, with E Fund having the highest number of such funds at seven [4][5] - The overall annualized return of the Wind All A Index is 3.19%, while the representative Wind Mixed Equity Fund Index has a return of -1.99% over the same period [6] Group 3: Sector Insights - The innovative pharmaceutical sector has seen a strong rebound after four years of stagnation, with several stocks doubling or tripling in value this year [7] - Fund managers believe the current market conditions for the innovative pharmaceutical sector are sustainable, with a focus on globally competitive pharma and biotech companies [7] - The technology sector, particularly cloud computing, is viewed as having long-term potential, although some fund managers anticipate adjustments due to prior gains [8]