年内“日光基”频现 科技主题基金业绩丰收

Group 1 - The core viewpoint of the articles highlights the strong performance and popularity of equity funds in 2023, particularly those managed by high-performing fund managers and technology-themed funds, which have become known as "daylight funds" due to their rapid sell-out on the first day of issuance [1][2][3] - As of October 28, 2023, 75 equity funds have achieved "daylight" sales, with an average issuance scale of 221 million yuan, and several funds exceeding 1 billion yuan in issuance [2] - The technology-themed funds have shown remarkable performance, with 95 newly established funds this year reporting a net value growth rate exceeding 50%, indicating strong investor interest in this sector [2] Group 2 - Fund managers express confidence in the long-term prospects of the technology sector, despite recent market volatility, with key areas of focus including semiconductors, computing power, artificial intelligence infrastructure, and renewable energy [3] - There is a growing emphasis on cyclical investment opportunities, combining technology and consumer sectors, which are seen as having high investment potential due to stable growth in the consumer market [3] - The leading position of technology-themed funds in the equity fund market has been widely recognized, encouraging investors to consider the long-term development trends in the technology industry and the strategies employed by fund managers [3]