把握中长期趋势公募基金围绕三大方向“掘金”

Group 1 - Public funds are reassessing and adjusting investment strategies in response to recent market adjustments, with a focus on three main directions: technology, new energy, and new consumption [2][3] - Despite short-term fluctuations, the overall upward trend of Chinese equity assets remains intact, supported by various indicators such as equity risk premium and A-share total market value to GDP ratio [3] - There is a notable influx of funds into the market, indicating a recovery in market confidence, with significant net inflows into industry-themed ETFs and a record number of new fund establishments this year [5] Group 2 - Fund managers remain optimistic about the long-term market outlook, particularly in technology, new energy, and new consumption sectors, with specific attention on sub-sectors like AI, semiconductor, and consumer goods [6] - The technology sector is highlighted as a key investment area, with specific focus on supply chain components such as optical modules and AI servers, as well as applications in gaming and smart driving [6] - In the new consumption sector, significant changes in retail efficiency, emotional consumption, and content e-commerce are creating unique investment opportunities [6]