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基本功 | 什么是主题类基金?
中泰证券资管·2025-04-01 08:00

Group 1 - The core concept emphasizes the importance of foundational knowledge in investing and selecting the right funds, suggesting that a solid understanding of fund basics is essential for successful investment [2] Group 2 - The article introduces thematic funds, which are funds that focus on specific industries or themes, using a fixed "theme" as the selection criterion for stock investments [3] - There are over 200 existing fund themes, which can be broadly categorized into two types: those based on national policy themes, such as the Belt and Road Initiative, and state-owned enterprises [3]