基金研究周报：市场结构性分化持续，成长强势（2.9-2.13）

Market Overview - The A-share market exhibited a structural upward trend last week, with the Shanghai Composite Index closing at 4082.07 points, remaining stable throughout the week [2] - The Growth sector performed strongly, with the STAR 50 Index surging by 3.37%, highlighting robust momentum in technology and innovation themes [2] - In contrast, the Value sector showed relative weakness, with the SSE 50 and CSI Dividend Index experiencing slight declines [2] - The U.S. stock indices collectively fell, with the S&P 500 down by 1.39%, while European markets saw moderate gains [4] - Asian markets performed strongly, with the Korean Composite Index soaring by 8.21% and the Nikkei 225 rising by 4.96% [4] Industry Performance - The Information Technology sector rose by 3.62%, and the Communication Services sector increased by 2.43%, demonstrating strong performance [12] - Conversely, the Consumer Staples sector declined by 2.45%, and the Financial sector fell by 1.41%, indicating weaker performance [12] - The rise of AI technologies has propelled the TMT (Technology, Media, and Telecommunications) sector, leading to accelerated sector rotation during the earnings forecast period [12] Fund Issuance and Performance - A total of 64 funds were launched last week, including 24 equity funds, 19 mixed funds, 8 bond funds, 2 QDII funds, and 11 FOF funds, with a total fundraising amount of 58.33 billion [17] - The overall fund performance showed the Wind All Fund Index rising by 0.79%, with equity funds significantly outperforming bond funds [7][17] - The Wind Ordinary Equity Fund Index increased by 1.40%, while the Mixed Equity Fund Index rose by 1.52%, indicating strong performance in equity-related funds [7]