多只AI基金收益超80%

Core Insights - The article highlights a significant shift in fund performance, with AI computing power emerging as the leading investment theme, surpassing previously favored innovative pharmaceuticals [1][3][5] Fund Performance - Since June, three funds have doubled in value, and thirteen funds have achieved returns exceeding 80%, all heavily invested in AI computing power [1][4] - As of August 22, the top 20 performing funds in the last three months are all from the AI computing sector, with returns exceeding 70% and some over 100% [4][5] - The AI computing sector has seen a notable increase in fund inflows, with a total of 19 funds doubling in value since April 9, and 98 funds achieving returns over 80% [3][4] Market Trends - AI computing stocks have accelerated since August, with notable gains in companies like Cambricon, which saw its stock price double from 520.67 yuan to 1384.93 yuan within a month [4][5] - The AI computing sector is expected to continue its upward trend, driven by the fourth technological revolution and increasing market interest [6][9] Fund Manager Strategies - Fund managers have experienced significant volatility in AI fund performance, with some funds showing substantial losses earlier in the year but rebounding strongly since June [7][8] - A notable example is the fund managed by Jin Zicai, which saw a turnaround with several funds achieving over 25% returns year-to-date after a period of losses [8][9] Investment Outlook - The AI computing sector is viewed positively, with expectations for continued growth in demand for computing power and applications [9] - However, there are warnings about potential short-term adjustments due to recent rapid price increases, suggesting investors should be cautious [6][9]