业绩相同，“命”却不同！人形机器人疯狂吸金，3个月基金规模暴增51倍

Core Viewpoint - The article highlights the disparity in fund-raising capabilities between pharmaceutical funds and humanoid robot sector funds, despite the former's strong performance in terms of returns [1][4]. Fund Performance and Growth - The Huatai-PineBridge Hong Kong Advantage Select Fund, which focuses on pharmaceutical stocks, achieved a year-to-date return of 59.77%, ranking second in the market, but only saw a 23% growth in asset size to approximately 2.8 billion yuan [2][4]. - In contrast, funds focused on the humanoid robot sector experienced explosive growth, with some achieving asset size increases of 10 times, 51 times, and 27 times in the same period [1][2]. - The Penghua Carbon Neutral Fund, which also focuses on the humanoid robot sector, saw its asset size surge from 1.1 billion yuan at the beginning of the year to 11.6 billion yuan by the end of March, marking a tenfold increase [2][3]. Market Dynamics - Despite the strong performance of pharmaceutical funds, the market's interest and investment appetite have shifted significantly towards the humanoid robot sector, which is perceived as a high-growth area [4][5]. - The article notes that the asset size of the Huatai-PineBridge fund is only 20% of the Ping An Advanced Manufacturing Theme Fund and 10% of the Qianhai Open Source Jiaxin Mixed Fund, both of which have seen substantial growth in a short time [5][6]. Investment Insights - Fund managers emphasize the importance of a rational approach to investing in the humanoid robot sector, suggesting that investors should consider phased investments due to potential volatility and high valuations [6][7]. - The growth potential in the humanoid robot industry is linked to advancements in artificial intelligence and manufacturing, with expectations for significant developments by 2025 [6][7].