最牛基金来了，业绩达280%！

Core Insights - The article highlights the significant performance of active equity funds following the "9·24" market rally, with some funds achieving returns as high as 280% [2][3]. Market Performance - As of September 23, 2025, the CSI 300 Index has risen by 40.68%, while the STAR 50 Index has surged by 118.85% since the "9·24" rally [2][4]. - The Shanghai Composite Index increased by 30.16%, and the ChiNext Index saw a rise of 5.54% on the anniversary of the rally [2][4]. - The communication sector led the market with a 124.09% increase, followed by electronics at 121.05% and computers at 82.15% [4]. Fund Performance - Nearly 90% of the 13,273 funds reported positive returns, with 774 funds doubling their net value and 13 funds exceeding a 200% increase [4]. - The top-performing funds include 德邦鑫星价值, 中欧数字经济, and 中信建投北交所精选 among others [4]. Key Fund Insights - 德邦鑫星价值 A fund achieved a remarkable 280% increase, with its net value rising from 0.99 yuan to 3.54 yuan over the past year [5][6]. - The fund's management team focused on the AI computing power sector, identifying key trends and investment opportunities [6]. Investment Strategy - The successful funds began significantly increasing their holdings in technology growth sectors, particularly semiconductors and AI computing, starting in Q4 2024 [8]. - Fund managers expressed optimism about the technology sector, driven by policy support, technological breakthroughs, and a consensus among investors [9]. Future Outlook - The AI industry is viewed as being in its early stages, with significant growth potential ahead [9]. - The focus will remain on identifying high-quality companies within the computing power and related hard technology sectors to capitalize on the upcoming technology cycle [9].