“9·24行情”周年回眸：信达澳亚20只“翻倍基”位居榜首

Market Overview - The A-share market has experienced significant changes over the past year, with major indices showing substantial increases and the total market capitalization surpassing 100 trillion yuan for the first time [1][9] - Since the initiation of the "9·24行情," the Shanghai Composite Index has risen by 40.19%, while the Shenzhen Component Index has increased by over 65%, and the North Exchange 50 Index has surged by 163.26% [1] Industry Performance - The electronics industry has emerged as a standout performer, with all 31 sectors in the Shenwan classification showing positive growth, particularly in technology stocks [4] - The electronics and communication sectors both saw gains exceeding 100%, while the coal, oil, and public utilities sectors had growth of less than 10% [4][5] Fund Performance - The overall market recovery has led to a surge in public funds, with 771 actively managed funds reporting a net value growth rate exceeding 100% over the past year [10] - Among these, 456 actively managed funds are classified as "doubling funds," highlighting the core value of active management in structural market conditions [10] - Xinda Australia Fund leads with 20 "doubling funds," representing 39% of its actively managed equity products, showcasing its strong capabilities in active investment [10] Market Capitalization Milestone - The total market capitalization of the A-share market has increased by nearly 37 trillion yuan, reaching 118.71 trillion yuan, marking a historic milestone [7][9] - The expansion of the "trillion yuan market cap club" now includes 10 companies, indicating a robust recovery in valuations for leading stocks [7] Future Outlook - Institutions believe that the upward momentum in the market is likely to continue, with historical averages for margin financing and market capitalization suggesting that the overall valuation remains reasonable [7] - The ongoing easing of China's monetary policy and potential economic support measures are expected to further bolster market conditions [7]