年内收益218%！这只基金提前锁定冠军

Core Viewpoint - The article discusses the intense competition among funds for year-end rankings, highlighting that as of December 12, 67 funds have achieved over 100% returns this year, with a significant focus on technology sectors such as computing chips and optical modules [3][5]. Fund Performance Summary - As of December 12, 67 funds have surpassed 100% returns, with 57 being actively managed equity funds, marking the best performance in five years [5][9]. - The top-performing fund, Yongying Technology Smart A, has a return rate of 218%, leading the second-place fund by over 51 percentage points [5][6]. - The competition for rankings is fierce among mid-tier funds, with several funds showing returns above 140%, indicating a narrow margin for potential ranking changes in the remaining trading days [6][8]. Investment Trends - The leading funds have a high concentration of investments in AI-related stocks, particularly in computing chips and optical modules, which are seen as essential components in the technology sector [8][9]. - The performance of the computing and optical module indices has been significant, with year-to-date increases of 93.83% and 172.08%, respectively [8]. Market Outlook - Analysts suggest that the technology sector's strong performance may continue into the next year, but there will be significant internal differentiation within the sector [3][10]. - The focus for investors is shifting from thematic investments to performance verification, emphasizing the importance of tracking technological advancements and profitability [12][13]. - The market is expected to favor companies with solid fundamentals, particularly in AI, pharmaceuticals, and high-end manufacturing, as these sectors are likely to see sustainable growth [13].