Group 1 - The core viewpoint of the articles highlights the significant performance of the non-ferrous metal sector, which surged by 89.38% in 2025, making it the top performer in the A-share market. The sector continues to attract attention in 2026 due to rising prices of gold, silver, copper, and aluminum [1][2][9] - The number of equity funds with doubled performance has increased significantly, with 75 active equity funds achieving this milestone by the end of 2025, and many resource-related funds showing strong performance in 2026 [2][3] - The data indicates that as of January 19, 2026, 176 public funds had a unit net value growth rate exceeding 100% over the past year, with a notable focus on non-ferrous and resource sectors [3][6] Group 2 - Several active equity funds have adjusted their portfolios to focus on resource and non-ferrous sectors, with some funds reporting over 100% growth in net value over the past year. For instance, the Longview Value Selection fund achieved a growth rate of 105.16% [4][8] - Fund managers are optimistic about the resource sector, citing factors such as global monetary easing, increased demand from AI data centers, and supply-side uncertainties as drivers for the sector's growth [9][10] - The top five commodities favored for investment in 2026 include copper, aluminum, lithium carbonate, gold, and small metals like tungsten, with a focus on high-growth and high-elasticity targets [10]
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3 6 Ke·2026-01-21 11:48