近一年回报翻倍 光大产业新动力跻身同类业绩前5%

Market Performance - The A-share market has shown strong performance, with the Shanghai Composite Index breaking through the 3800-point mark and reaching a nearly ten-year high in August [1] - The technology growth style has been particularly prominent, with sectors such as chips, computing power, and innovative pharmaceuticals experiencing significant increases [1] - The ChiNext Index and the Sci-Tech Innovation 50 Index rose over 24% and 28% respectively in August, highlighting the leading position of the technology innovation sector [1] Fund Performance - Everbright Pramerica Fund has performed well due to its foresight in industry trends, with several actively managed equity products showing strong results [2] - The Everbright Industry New Power fund achieved a nearly one-year return of 113.93%, significantly outperforming the benchmark return of 19.44% by over 94% [3] - Other funds managed by the same team, such as Everbright Dynamic Selection and Everbright Prosperity Pioneer, also reported impressive returns of 93.22% and 91.42% respectively, well above their benchmarks [4] Investment Strategy - The fund manager, Fang Lei, emphasizes the importance of technology innovation as the main driver of economic change and maintains confidence in the technology growth sector for the second half of the year [3] - Fang Lei identifies key trends in semiconductor advancements, AI development, and the acceleration of innovative pharmaceuticals as areas of focus for future investments [3] - The manager's extensive experience in both sell-side and buy-side research, along with a macro perspective on asset allocation, supports the fund's investment strategy [4] Policy Environment - The national government is continuously releasing supportive signals for technology innovation, with several significant policies introduced this year to bolster AI and other frontier technologies [5] - These policies aim to provide systematic guidance for enterprises' innovation and technology implementation, addressing industry pain points and enhancing national competitiveness [5] - Despite the current market's high liquidity and potential for short-term volatility, the long-term outlook remains positive, with a shift towards sectors with growth, profitability, and profit expectations [5]