2025年以来，随着AI应用加速爆发与新质生产力政策形成深度共振，科技板块持续成为资本市场焦 点，也成为公募基金突围的核心战场。在此背景下，长期深耕科技领域的信达澳亚基金凭借对AI算 力、半导体、机器人等核心赛道的精准布局，旗下多只产品近期交出亮眼成绩单，近一年业绩排名稳居 同类前列，凸显出较强的管理能力。 信达澳亚基金深度锚定科技细分赛道，既紧扣AI产业中早期发展机遇，又贴合新质生产力政策导向下 的科技产业升级需求，旗下的多款产品凭借其卓越的业绩表现，在同类基金中脱颖而出。据国泰海通证 券数据显示，截至2025年11月28日，信澳业绩驱动混合A（016370，R3-中风险）近一年回报在3902只 同类强股混合型基金中排名第4，跻身同类前1%。基金经理刘小明在三季报中指出，当前AI产业仍处于 发展的中早期阶段，相关细分环节的投资机会依然显著。（数据来源：国泰海通证券，近一年统计日期 为2024.11.30-2025.11.28，业绩经托管行复核。） 此外，据国泰海通证券数据显示，截至2025年11月28日，信澳转型创新股票A（001105，R4-中高风 险）近一年收益率位列918只同类主动股票开放型产品第73 ...

Group 1 - The company, Tianjian Group, expressed its intention to closely monitor the new productivity policies and actively seek participation opportunities [1]

Core Insights - The A-share market has shown a strong recovery, with over a thousand active equity funds reaching new net asset value (NAV) highs as of August 15, 2023, indicating a significant market rebound [1][3] - The number of "billion-dollar club" funds has drastically decreased, with over three-quarters disappearing in four years, highlighting a stark differentiation in fund performance [1][4] - The average return of the 24 billion-dollar active equity funds over the past year reached 41.95%, with some funds achieving returns exceeding 100% [3][4] Fund Performance - As of August 15, 2023, 1,164 active equity funds have refreshed their historical NAVs, representing over 25% of the total, showcasing a notable market profit effect [3] - The top-performing funds are closely aligned with market themes, managed by well-known fund managers, with some funds like Yongying Advanced Manufacturing Select A achieving a return of 169.33% [4][5] - The total number of billion-dollar active equity funds has decreased from 98 in Q2 2021 to only 18 currently, with the scale ceiling dropping from 898.89 billion to 349.43 billion [4][5] Market Trends - The current A-share market is characterized as a "slow bull" market, driven by the return of overseas capital and a positive cycle of improved corporate earnings [6][7] - The market's recent surge is attributed to a combination of macroeconomic fundamentals, regulatory approaches, and investor confidence, with a notable increase in retail investor participation [7][8] - Analysts suggest a potential shift in investment strategies, recommending a tilt from dividend sectors to technology growth sectors, particularly in high-value export-related areas [8]