今年上述业绩突然绽放，更像是因押注式投资科技赛道，幸运地抽中"A面"，然而，"永赢"如何做到真正的永赢？ | 全部(18728) 指数型(4008) 股票型(1029) | 混合型(8074) | 信券型(4508) | QDII (216) | FOF (891 ) | | 2024-12-05 至 2025-12-05 × | | --- | --- | --- | --- | --- | --- | --- | | 比较 序号 星金 | | | | | 近2年 | 近3年 今年来号 成立来 自定义 體 手续费 ○全部 | | 1 022364 永赢科技智选 12-04 3.4058 3.4058 3.4058 0.39% 14.91% 167.02% 203.20% | | | | | | --- 200.34% 240.58% 197.74% 0.15% 购买 | | 2 022365 永赢科技智选 12-04 3.3828 3.3828 0.86% 3.15% 0.34% 14.74% 166.24% 201.28% | | | | | --- | 一 198,60% 238,28%。195,85% ...

Group 1 - The AI sector has seen a significant turnaround in performance after a challenging first half of the year, with many funds transitioning from losses to substantial gains in just a few months [1][2][3] - As of August 24, the top 20 performing equity funds over the last three months have all focused on the AI computing sector, achieving returns exceeding 70%, with some funds like Zhonghang Opportunity leading with a 111% return [2][5] - The shift in market focus from pharmaceuticals to AI has been a key driver for many funds, which previously struggled during the first half of the year [6][7] Group 2 - The AI sector's performance is closely linked to market rotation trends, with a notable shift occurring in July as the pharmaceutical sector began to cool down [6][7] - The China Securities Artificial Intelligence Index has shown a cumulative increase of 35% since July 1, highlighting the renewed interest and investment in AI [7] - Analysts emphasize that the core of AI investment lies in computing power, with increasing demand driven by accelerated application scenarios and technological advancements [8][9] Group 3 - Key factors driving the strong performance of the computing power sector include higher-than-expected capital expenditure plans from major cloud providers, the release of new AI models, and robust supply chain feedback indicating strong demand [9] - The investment landscape is expected to benefit from various segments such as GPU and ASIC chips, optical modules, and AI servers, which are anticipated to see significant growth [9]