基金早班车丨首周46只新基齐发，科技消费赛道抢占2026风口

Group 1: Market Overview - In the first trading week of 2026, 46 new funds were launched, with 16 equity mixed funds and 10 passive index funds, making equity funds account for nearly 60% of the total [1] - On January 9, A-shares saw a significant increase, with the Shanghai Composite Index rising by 37.45 points (0.92%) to close at 4120.43 points, and the Shenzhen Component Index increasing by 160.67 points (1.15%) to 14120.15 points [1] - The total trading volume of the Shanghai and Shenzhen stock exchanges reached 31,227.67 billion yuan, marking the first time this year that the volume exceeded 30 trillion yuan, and the fifth occurrence in history [1] Group 2: Fund News - On January 9, six new funds were launched, primarily bond funds and funds of funds (FOF), with the Southern Huayi Stable Income Bond A aiming to raise 5 billion yuan [2] - A total of 20 funds distributed dividends, with the highest dividend payout being 1.38 yuan per 10 shares from the E Fund Ke Hui Flexible Allocation Mixed Securities Investment Fund [2] - Regulatory authorities have mandated that fund companies allocate more QDII quotas to public funds, aiming to reduce the proportion of separate accounts by half by the end of 2026 and to below 20% by the end of 2027 [2] Group 3: Investment Strategies - The consensus among public fund strategies indicates that technology sectors such as AI and semiconductors remain the core focus, while new energy and resource products are also seen as valuable for allocation amid economic recovery and expectations of RMB appreciation [3] - Institutions plan to explore profit elasticity along the "wind-solar-storage + lithium battery materials" and "copper-aluminum-gold" chains, forming a diversified portfolio of technology offensive and cyclical defensive strategies [3]