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次新基金勇立科技潮头 投资回报甜到基民心头
Zheng Quan Shi Bao·2025-08-17 22:01

Group 1 - The recent surge in new funds entering the market is attributed to an active capital environment and a recovering market, with several newly established funds showing significant net value fluctuations shortly after their inception [1][2] - The Xinao Advantage Industry Mixed Fund raised 1.1 billion yuan, achieving the best fundraising record for the company in nearly three years, and reported a weekly net value increase of 9.14% [1] - Among the 30 new funds established in July, the average increase in net value reached nearly 4% by August 15, with several funds, including Fidelity Hong Kong Stock Selection and ICBC Technology Pioneer, exceeding 10% growth [1] Group 2 - Funds established in June, such as Yongying Manufacturing Upgrade Selection, reported over 90% stock positions by the end of June, focusing on controllable nuclear fusion, a popular sector this year [2] - Current A-share market conditions indicate a low ratio of market size to money supply and savings deposits, leading to improved capital structure and a positive cycle in the market [2] - The recent market rally has been led by technology stocks, prompting aggressive positioning in technology-themed funds, which are primarily focused on sectors like artificial intelligence and semiconductors [2][3] Group 3 - Fund manager Wu Qingyu emphasizes investment in artificial intelligence computing power, electronics, communication, and automotive sectors, with a focus on three main directions: increased domestic computing demand, investment opportunities in "AI new hardware," and the rise of intelligent vehicles [3] - The net value fluctuations of the Zhaoshang Technology Smart Selection Fund reflect similar strategies, with significant holdings in stocks like New Yisheng and Huahong Semiconductor [3] - Technology-themed funds are attracting substantial long-term capital due to policy support and clear industry trends, leading to a rapid completion of fundraising for several new technology-focused funds [3]