抢滩2026年47只新基金整装待发

Group 1 - The core viewpoint of the articles highlights the upcoming launch of 47 new funds post-New Year, with a significant focus on equity and FOF funds, indicating a bullish sentiment in the market for 2026 [1][2] - A total of 32 equity funds and 15 FOF funds are set to be launched in January, with major fund companies like GF, Huatai-PineBridge, and Huitianfu participating, reflecting a strategic positioning for the anticipated "spring rally" [1][2] - Fund managers express optimism for the 2026 market, expecting a reversal in supply-demand pressures and improved corporate earnings, which may shift market dynamics from valuation-driven to earnings-driven [1][2] Group 2 - The surge in equity fund launches is attributed to a recovering market and structural trends, with policies encouraging increased supply of equity products [2] - Notable new funds managed by well-known fund managers are set to launch, indicating a competitive landscape among fund companies [2] - The FOF funds' popularity reflects a growing demand for diversified investment strategies, with FOF assets nearing 200 billion yuan, marking a 47% increase from the previous year [2] Group 3 - Technology remains a key focus for new fund launches, with several tech-related products included in the January offerings, indicating sustained interest in the sector [3] - Despite recent global tech pullbacks, the medium-term outlook for technology investments remains positive, contingent on overcoming concerns regarding AI investment returns [3] - The market may experience a structural rebalancing in 2026, with a potential shift from TMT sectors to undervalued industries with expected earnings recovery, while still maintaining interest in technology trends [3]