Group 1 - The core viewpoint of the article highlights the significant performance of actively managed equity funds in the A-share market, with many funds achieving substantial returns due to the market rally [2][3] - The main indices showed strong upward trends in the first eight months, with the North Exchange 50 index rising by 51.49%, while other indices like the ChiNext and the STAR Market also saw increases exceeding 30% [4][5] - Actively managed equity funds recorded an average net value growth rate of 23.83% in the same period, with ordinary stock funds and mixed equity funds achieving even higher growth rates of 28.38% and 28.79% respectively [5][6] Group 2 - A remarkable 98.19% of actively managed equity funds reported positive net value growth, with 603 funds achieving over 50% growth, and 21 funds exceeding 100% [6] - Notable funds with exceptional performance include Yongying Technology Smart Selection A, which achieved a net value growth of 175.68%, and other funds like Zhonghang Opportunity Leading A and Changcheng Pharmaceutical Industry Selection A also performed well [7] Group 3 - Prominent fund manager Zhang Kun expressed optimism about domestic consumption and highlighted the importance of long-term investment opportunities in high-quality companies, despite prevailing market pessimism [8][12] - Other well-known fund managers, such as Zhu Shaoxing and Ge Lan, have also made significant adjustments to their portfolios, focusing on sectors like pharmaceuticals and technology, indicating a positive outlook for the market [13][15][17]
大佬最新调仓曝光!张坤大举买入这一板块!还表示:这样的市场机会不常见!主动权益基金大丰收!21只翻倍,平均收益23.83%!
雪球·2025-08-31 05:04