区域数字经济

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主动权益基金强势回归 最牛基金收益率超过被动产品34%
Zheng Quan Shi Bao· 2025-07-09 21:58
Core Insights - Active equity funds have significantly outperformed passive index funds this year, with the best-performing active fund achieving nearly 100% returns, surpassing the highest index fund by nearly 34 percentage points [1][2] - The strong performance of active equity funds is attributed to the ongoing structural market trends, allowing fund managers to leverage their stock-picking abilities [1][4] Performance Comparison - As of July 8, all top ten performing equity funds are active products, primarily focused on Hong Kong stocks, pharmaceuticals, and the Beijing Stock Exchange [2] - The average return for ordinary stock funds is 9.06%, while stock index funds average 6.29%, indicating a clear advantage for active funds [3] Market Trends - The success of active equity funds is linked to favorable market conditions, particularly in sectors like pharmaceuticals and Hong Kong stocks, where active managers have demonstrated superior stock selection [4] - A diverse range of active funds, including those focused on dividends and cyclical stocks, have also shown strong performance [4][5] Future Outlook - Fund managers anticipate multiple investment opportunities across various sectors in the second half of the year, driven by domestic growth policies and a supportive liquidity environment [6] - Key investment themes include technology, new consumption, and cyclical dividend stocks, with specific focus areas such as AI applications and agricultural recovery [6][7]