236只股票，年内翻倍！哪些基金尝到了甜头？

Core Insights - The article highlights the emergence of 236 doubling stocks in the A-share market as of August 5, with significant contributions from sectors like digital currency, innovative drugs, and humanoid robots, benefiting fund net values substantially [1][3]. Group 1: Doubling Stocks Performance - Among the doubling stocks, Aowei New Materials leads with over 15 times increase, while Shuotai Shen and *ST Yushun have increased over 5 times, and several others have seen increases exceeding 2 times [3]. - Shuotai Shen, focusing on unmet clinical needs, saw its stock price rise significantly after being heavily purchased by 49 funds, with a market value held by these funds reaching 1.228 billion [3]. - Victory Technology also benefited from the AI-driven demand for high-end products, with a stock price increase of over 90% in Q1, leading to a fund holding ratio of 14.48% [4]. Group 2: Fund Strategies and Market Dynamics - The doubling stocks are primarily small and mid-cap stocks, prompting small-cap theme funds to implement purchase limits to maintain strategy continuity [2]. - The active trading environment, with daily A-share turnover exceeding 1 trillion, has favored small-cap companies due to their higher volatility and growth potential [5]. - Funds that have capitalized on the doubling trend are mainly small-cap strategy funds, with notable performances from medical and technology theme funds [5]. Group 3: Future Outlook - The innovation drug sector is expected to see long-term investment value supported by increasing R&D capabilities and a growing number of licensing transactions with overseas companies [6]. - The humanoid robot sector is also highlighted for its potential growth, with advancements in control precision and material demand expected to create investment opportunities [6].