“翻倍基”基金经理集体看好科技成长主线

Group 1 - The core viewpoint of the articles highlights the strong performance of public funds in 2023, with 60 funds achieving a net value growth rate exceeding 100%, led by Yongying Technology Smart Selection A at 223.81% [1] - The top-performing funds are primarily focused on technology innovation, particularly in sectors like artificial intelligence, semiconductors, and cloud computing, indicating a high concentration in these areas [1][2] - Fund managers express optimism about the long-term investment opportunities in the technology growth sector, particularly as the global AI industry accelerates its commercialization [1][2] Group 2 - Yongying Technology Smart Selection Fund maintains a high allocation in the cloud computing supply chain, particularly in optical communication and printed circuit boards, reflecting a strong belief in the computing power industry [1] - The fund's top ten holdings are concentrated in the communication and electronics sectors, including leading companies in optical modules and electronic enterprises, showcasing a commitment to the computing power supply chain [1] - Other funds, such as Huatai-PineBridge Hong Kong Advantage Selection A, have also performed well by focusing on the Hong Kong stock market, achieving a net value growth rate of 123.37% [2] Group 3 - Fund managers believe that the technology growth sector will continue to present investment opportunities, with a rich array of configuration solutions emerging in computing, communication, and storage [2][3] - The CPO and PCB industries are expected to see significant technological advancements by 2027, marking a pivotal year for new technology convergence [2] - The impressive performance of funds like China Europe Digital Economy A is attributed to their deep investments in the AI industry chain, focusing on five core investment directions [2]