Sou Hu Cai Jing·2025-08-14 11:05Group 1 - As of August 13, 792 active equity funds have reached historical net asset value highs, representing 17.21% of the total 4602 active equity funds in the market [1] - The best-performing fund year-to-date is Yongying Technology Smart A, managed by Ren Jie, with a return of 119.80% [2] - Other notable funds with year-to-date returns exceeding 80% include Penghua Medical Technology, E Fund Rui Xiang, and E Fund Pioneer Growth [2][4] Group 2 - The top ten holdings of Yongying Technology Smart A include companies such as Xinyi Semiconductor and Zhongji Xuchuang [2] - Dachen Fund's Liu Xu has six products that reached historical net asset value highs, with Dachen Gao Xin being a representative fund with a scale of 17.916 billion yuan [5] - The fund manager of Dachen Gao Xin has significant holdings in major companies like China Mobile and Tencent [5] Group 3 - The fund manager Lei Zhiyong from Morgan Stanley Digital Economy expressed views on AI investment opportunities, emphasizing the increasing demand for computing power [6] - Central European Fund's Lan Xiaokang is optimistic about sectors such as precious metals, oil, and consumer assets, indicating a potential reversal in consumer spending trends [6][7] - Lan Xiaokang also highlighted the importance of structural reforms in supply-side industries like cement and steel [6]