越涨越买，资金涌入，赛道基金又走红

Group 1 - The core viewpoint of the articles highlights the surge in popularity and investment in sector-specific funds, particularly in areas like non-ferrous metals and AI, driven by impressive performance and investor enthusiasm [1][3] - Sector-specific funds have shown remarkable performance, with some funds experiencing growth rates exceeding 90 times their initial size within a short period, indicating a strong demand for targeted investment strategies [3][5] - The trend of sector funds is further supported by data showing that over half of the newly launched equity funds in early 2026 are sector-focused, particularly in technology, non-ferrous metals, and healthcare [5] Group 2 - The strong inflow of capital into sector-specific funds is evident, with significant net inflows reported in sector ETFs, contrasting with the outflows from broader market ETFs [3][5] - The performance of sector-specific ETFs has been outstanding, with some non-ferrous metal ETFs rising over 30% and certain gold stock ETFs increasing by more than 50%, significantly outperforming the market average [3] - Industry experts caution that while sector funds can yield high returns during favorable market conditions, they also carry inherent risks due to their concentrated exposure, which can lead to substantial losses when market conditions change [4][5]