【价值发现】新年市场火爆开局，2026年哪些基金值得优选？

Core Insights - The A-share market started 2026 with strong performance, with the Shanghai Composite Index surpassing 4100 points and trading volume reaching 3 trillion yuan, indicating a robust market environment [2] - Key sectors such as chips, AI applications, commercial aerospace, and pharmaceuticals experienced significant growth, continuing the technology growth trend established in 2025 [2] - The investment strategy outlook for 2026 emphasizes technology as the main focus, suggesting ongoing structural opportunities for investors [2] Fund Performance in 2025 - In 2025, 75 actively managed equity funds doubled their net value, with nearly 800 funds achieving over 50% returns, primarily investing in technology innovation sectors like AI and semiconductors [3] - E Fund stood out with 10 funds doubling their value and 29 funds exceeding 50% returns, showcasing its strong research and investment capabilities [5] - Other notable performers included Fu Guo Fund and Hua Shang Fund, which also demonstrated impressive returns and a balanced investment approach [5] Notable Funds and Managers - E Fund's notable funds included E Fund Information Industry A and E Fund Information Industry Select A, with returns of 108.05% and 104.31% respectively [8] - Fu Guo Fund's manager, Cao Jin, achieved significant returns across multiple funds, with the highest at 106.48%, reflecting a strong focus on technology growth [8] - Hua Shang Fund's Zhang Mingxin and Hu Zhongyuan managed funds that also achieved impressive returns, with Hu's fund consistently outperforming benchmarks since 2019 [9]