逆袭！“三毛基”半年反弹171％，陈宇称牛市下半场仍有机会，机构点出两大主线

Core Viewpoint - The recent recovery of the "Sanmao Ji" private equity product, managed by Wu Yuefeng, indicates a potential new investment opportunity in the A-share market, coinciding with positive sentiments from prominent private equity figures [2][5]. Group 1: Performance of "Sanmao Ji" - The unit net value of the "Jia Yue Yue Feng Investment Genesis" has risen to 0.9854 yuan, recovering from a low of 0.3 yuan [2]. - The product's net value increased by 171.53% from April 3 to October 10, with a year-to-date return of 60.72% [4][5]. - The product's initial scale was approximately 22 million yuan, peaking at over 150 million yuan due to Wu Yuefeng's influence [4]. Group 2: Market Sentiment and Predictions - Notable private equity figures, including Chen Yu, express optimism about the A-share market, suggesting it is in the second half of a bull market characterized by high volatility [6]. - The market is expected to present structural opportunities amidst external risks and internal policy support, with a focus on "technology growth + dividend defense" strategies [6][7]. - The Shanghai Composite Index has shown a strong performance, rising 15.84% year-to-date, providing a favorable environment for private equity rebounds [5]. Group 3: Investment Directions - Investment strategies should focus on technology growth sectors, policy-driven areas, and defensive dividend assets, with specific attention to AI computing, semiconductor equipment, and commercial aerospace [7][8]. - High-dividend sectors like banking and public utilities are highlighted for their attractive yields, with some bank stocks offering dividend rates around 5% [7][8]. - The market is expected to stabilize despite short-term fluctuations, with a long-term positive outlook for China's economic development and core industries [8].