从新发“日光基”到绩优“限购令”，市场现在“热不热”？

Group 1 - The fund market is experiencing a surge in activity, with 38 new funds launched in the first week of September, attracting a total of 27.5 billion yuan, primarily in equity products [1][2] - A notable highlight is the launch of the "Zhaoshang Balanced Optimal Fund," which achieved over 8.7 billion yuan in subscriptions on its first day, making it the first non-initiated active equity fund to sell out in one day this year [2][3] - Investor interest in the A-share market has increased, as evidenced by a rise in inquiries about market dynamics and fund allocation advice, indicating a recovery in investor confidence [1][6] Group 2 - The performance of equity funds has significantly improved, with 34 equity funds launched in a short span, raising 24.3 billion yuan, which constitutes over 88% of the total new fund issuance [2][3] - The number of new funds launched in the third quarter has reached a peak not seen since 2022, with 404 new funds initiated, and 93 funds opting for early closure due to high demand [3][4] - Some high-performing existing funds have had to impose purchase limits due to overwhelming inflows, such as the Yongying Technology Smart Selection Fund, which reduced its daily purchase limit from 1 million yuan to 10,000 yuan [4][5] Group 3 - Market sentiment remains optimistic, driven by the upward trend in the A-share market and supportive policies, although there are differing views among institutions regarding the sustainability of this sentiment [6][7] - Analysts suggest that while there is a positive outlook, caution is advised due to the accumulation of risks in the micro-structural level of the market [7][8] - The "AI+" sector has emerged as a key focus, with significant trading activity, while other thematic sectors have seen limited opportunities this year [8]