权益基金扎堆发行，上车的机会来了吗？

Core Insights - The issuance of public funds remains strong as the market shows positive trends, with 54 new funds launched in the week following the National Day holiday, particularly on October 13, when 31 new funds were issued, predominantly equity funds [1][3] Fund Issuance Trends - A significant portion of the new funds issued on October 13 were equity funds, with 25 out of 31 funds falling into this category, representing over 80% of the total. Among these, passive index funds accounted for more than half, totaling 14 funds [3] - The trend towards issuing ETFs (Exchange-Traded Funds) is notable, driven by the accelerated development of the ETF market and increasing investor preference for this investment vehicle as the equity market rises [3][4] Market Performance and Sector Focus - The A-share market has shown a preference for growth styles, particularly in the technology sector, which has performed strongly. New funds launched include those focused on themes such as aviation, robotics, and artificial intelligence [4] - The recent recovery in the equity market has boosted confidence among fund companies, leading to several equity funds setting their initial fundraising caps at 8 billion yuan, with subscription periods generally under 20 days [4] Sector-Specific Insights - The rare earth sector has seen significant gains, with the Wind rare earth concept index rising by 9.49% on October 13, driven by policy tightening and structural demand increases from industries like new energy vehicles and wind power [6] - The core logic for technology investments remains unchanged, with domestic demand and policy support for domestic substitution expected to sustain the sector's growth trajectory [7] Investment Outlook - The current market environment is characterized by significant internal structural differences, leading to varied valuations and sentiments across sectors. The impact of tariffs differs among sectors, with domestic substitution concepts benefiting from the trend towards self-sufficiency [7] - Investors are advised to focus on companies with reasonable valuations based on fundamental trends over a 1 to 3-year horizon, rather than being overly concerned with short-term geopolitical fluctuations [7]