投顾周刊：年内公募基金分红已超950亿元

Group 1 - Public mutual funds have distributed over 95 billion yuan in dividends this year, marking a 41.04% year-on-year increase, the highest in nearly three years [1] - The U.S.-China economic and trade consultations have made new progress, with both sides reaching a principled consensus on measures to address mutual economic concerns [1] - Over 60% of actively managed equity funds have recovered from previous losses, with a focus on technology sectors expected to yield excess returns [2] Group 2 - Gold has emerged as the best-performing asset this year due to ongoing regional conflicts and tariff policy disruptions, with prices surpassing 3,400 USD per ounce [3] - Hedge funds have been buying stocks at the fastest pace since November 2024, coinciding with a significant rise in the S&P 500 index in May [3] Group 3 - The fixed-income fund market is currently dominated by solid returns, with a strong preference for low-risk, stable-return assets among investors due to macroeconomic uncertainties [9] - The issuance of fixed-income products has been robust, with a significant share of new products being fixed-income plus and pure fixed-income funds [10] Group 4 - The performance of traditional safe-haven assets like the U.S. dollar and treasury bonds has been subdued, while gold prices have surged [13] - Geopolitical risks and safe-haven sentiments are driving gold prices higher, with forecasts suggesting potential increases to 3,650 USD per ounce [14]