本报记者 方凌晨 汇添富香港优势精选混合（QDII）A以143.24%的年内净值增长率暂居榜首。从最新披露情况来看，该基金在今年二季度 对组合的重仓方向、结构、个股调整不多，仍继续看好创新药方向。截至今年二季度末，汇添富香港优势精选混合（QDII）股 票投资仓位达92.65%，其重仓股包括等。 此外，除了长城医药产业精选混合发起式、中银港股通医药混合发起等医药主题基金，诺安精选价值混合、中航优选领航 混合发起、嘉实互融精选股票等"翻倍基"也选择重仓创新药。诺安精选价值混合基金管理人表示，今年二季度创新药板块主要 演绎了"大额对外授权预期"这一逻辑，符合该基金"寻找与时代相契合的超级大单品"的选股策略。 亮眼的业绩表现也吸引了市场资金持续流入，部分"翻倍基"规模增长显著。截至8月14日，广发中证香港创新药（QDII- ETF）、汇添富国证港股通创新药ETF的上市基金规模已达190.43亿元、149.94亿元。为了保证基金的稳定运作和保护基金份额 持有人的利益，部分基金则已选择限购。例如汇添富香港优势精选混合（QDII）已在7月份下旬暂停申购。 汇添富香港优势精选混合（QDII）基金经理张韡认为，目前市场对创新药 ...

Group 1 - Over 300 active equity funds have reached new year-to-date highs in net value since April 7, driven by structural investment opportunities and a focus on domestic consumption [1][2] - As of April 28, 38 funds achieved new year-to-date highs, with a total of 302 funds since April 7, reflecting a market rebound supported by favorable policies [1][2] - Funds heavily invested in the consumer sector, such as Guotai Consumer Select and Pengyang Consumer Industry Mixed Fund, have shown remarkable performance amid rising domestic demand [1] Group 2 - The Shunwan Lingxin LeRong One-Year Holding Mixed Fund has reported over 30% returns year-to-date, focusing on trendy toys, gold jewelry, and pet-related sectors [2] - The Longcheng Pharmaceutical Industry Selected Mixed Fund has achieved a year-to-date return of 49.78%, with several other pharmaceutical funds also exceeding 35% returns [2] - Fund managers are increasingly adapting their strategies to capture emerging consumption opportunities, moving away from traditional investment paths [3] Group 3 - Fund managers emphasize the importance of understanding consumer demands and adapting to the preferences of younger generations, which is driving a new consumption cycle [3] - Investment strategies are evolving to include a broader range of assets and sectors, focusing on growth stocks, policy-driven companies, and dividend-paying value companies [3]