快速出手，部分次新基金表现不俗

Core Viewpoint - Many newly established equity funds have quickly built positions in the market, capitalizing on the rebound and achieving impressive performance, with some funds seeing net asset value growth exceeding 20% since inception [1]. Group 1: Fund Performance - Since April, the A-share market has experienced a rebound, with the Shanghai Composite Index rising by 8.5% and the ChiNext Index increasing by over 11% from April 8 to June 19 [4]. - Among the newly established equity funds this year, 14 funds have reported a net asset value growth rate exceeding 10%, with 4 funds achieving over 20% growth [4]. - Notable performers include the Invesco Great Wall Medical Industry A fund, which has seen a growth rate of 23.79% since its establishment on January 24, and the Huatai-PineBridge Dividend Select A fund, which has increased by 10.42% since March 6 [4]. Group 2: Investment Strategies - Industry insiders suggest that the focus for the second half of the year will be on sectors such as AI, high-end manufacturing, cyclical growth, and dividend assets [2][6]. - Fund managers are generally cautiously optimistic about the market, believing that more opportunities will arise in the second half of the year [6]. - A large fund company's equity investment director indicated that the main allocation will be towards sectors with good growth prospects, including AI, high-end manufacturing, cyclical growth in pharmaceuticals and chemicals, and dividend assets in public utilities [6]. Group 3: Market Outlook - The market is currently experiencing fluctuations, but fund managers see potential for recovery and growth in the A-share market, which is considered to be undervalued compared to global markets [6]. - There are three main opportunities identified: correction in high-risk premium sectors, improvement in supply-demand dynamics in midstream industries, and a potential restructuring of valuation systems for high-dividend and high-repurchase companies [6]. Group 4: Fund Manager Strategies - As the second half approaches, fund managers are adopting varied strategies for building positions, with some focusing on a gradual accumulation approach while maintaining a conservative initial allocation [7]. - A newly launched equity fund manager mentioned that they plan to utilize the six-month investment period effectively, aiming to build a solid position before increasing exposure [7].