2025年落下帷幕，公募基金业绩出炉。永赢科技智选混合基金以233.29%的收益率，获得2025年主动偏 股型基金冠军。该年度业绩，超过了王亚伟管理的华夏大盘精选基金2007年226.24%的收益率，创下18 年来的新纪录。 从公募基金业绩表现看，据Choice统计，衡量公募基金投资能力的主动偏股型基金， 2025年度平均收益率高达32%。其中，年度收益率超过50%的基金约为800只，年度净值翻倍的基金超 过70只。从上述业绩领先基金的持仓情况看，绝大多数源于重仓了以AI为代表的科技板块。从重仓股 数据看，截至2025年三季度末，永赢科技智选混合、中航机遇领航混合、信澳业绩驱动混合、汇安成长 优选混合、华商均衡成长混合等基金的前十大重仓股中，几乎全部是AI相关概念股。 ...

Group 1 - The A-share index has been rising, leading to a significant increase in the net value of public funds, with over 2000 funds reaching historical highs from August 11 to August 15 [1] - Many funds have surpassed the "1 yuan" net value mark, with over 200 funds entering the "2 yuan" club, and more than 50 funds exceeding "10 yuan" [2] - The innovative drug-themed funds have shown outstanding performance, with several funds primarily investing in this sector ranking among the top ten in returns this year [2][3] Group 2 - Market optimism has increased, with trading volumes exceeding 20 billion yuan for three consecutive days from August 13 to August 15, and over a hundred public funds achieving returns above 10% [3] - Institutions express a positive outlook for future investments, particularly in technology, pharmaceuticals, and large financial sectors, anticipating a positive cycle of capital inflow and market growth [3][4] - Long-term strategies suggest focusing on "big technology + big finance" and sectors like AI, innovative drugs, non-ferrous metals, and military [4]