多只基金“变身” 细分科技成热门标签

Group 1 - A number of actively managed equity funds are adjusting their product strategies to focus on semiconductor and computing power sectors related to the automotive industry, aiming to capture opportunities over the next 1 to 3 years [1][2] - The manager of the Hongyi Yuanfang Automotive Industry Upgrade Fund indicated that the fund will refine its investment direction to adapt to the new development stage of the industry, particularly in advanced semiconductor processes and ASICs, drawing parallels to the emergence of new energy vehicles around 2015 [2][4] - The fund has achieved over 70% returns in the past year, reflecting a broader trend where more funds are transforming their focus towards technology sectors, including robotics, with notable returns of 75% and 60% from other funds [2][4] Group 2 - The shift towards "hard technology" is driven by the long-term investment value seen in sectors like optical modules, liquid cooling, and computing chips, which have recently benefited from high growth in performance and unexpected downstream demand [4] - Data shows that four out of the top five ETFs by net subscription this year are technology-focused, with significant inflows into funds like the Fortune CSI Hong Kong Internet ETF, which saw nearly 44.5 billion units in net subscriptions [4] - Caution is advised regarding the transformation of funds, as historical instances have shown that concentrated shifts can lead to significant declines in fund value when market conditions change [4][5]