新基遭抢购，老基忙限购！基金市场迎来一股“热旋风”

Core Viewpoint - The fund market is experiencing a surge in activity, with a significant influx of new funds and a notable increase in investor confidence, leading to both new fund launches and restrictions on existing high-performing funds [1][2][5]. Group 1: Fund Market Activity - In the first week of September, 38 new funds were launched, raising a total of 27.573 billion yuan, with over 88% of this amount coming from equity products [2][3]. - A standout product, the招商均衡优选基金, achieved a record-breaking first-day fundraising of at least 8.7 billion yuan, making it the first non-initiated active equity fund to sell out in one day this year [2][3]. - The overall fundraising environment has improved, with 404 new funds initiated in the third quarter, marking the highest quarterly launch count since 2022 [3][4]. Group 2: Investor Sentiment and Behavior - Investor interest in the A-share market has increased, as evidenced by a rise in inquiries about market dynamics and fund allocation advice [5][6]. - Optimism among investors is growing, driven by the market's upward movement and supportive policies, although some analysts caution that the market sentiment has not yet reached overheating levels [5][6]. - Despite the positive sentiment, there are indications of accumulated risks in the micro-structural aspects of the market, prompting some funds to impose purchase limits to manage inflows [4][6]. Group 3: Market Trends and Predictions - The current market trend shows a strong performance in certain sectors, particularly in AI-related themes, while other thematic sectors have seen limited opportunities [7]. - Analysts predict that the market may shift towards cyclical assets as it approaches an upward turning point in the third quarter [6].