公募"二次首发"显著增多 今年8月，盛丰衍管理的西部利得央企优选股票在交通银行进行"二次首发"，并于近日结束募集，规模 较二季度末快速增长。资料显示，该基金是一只量化基金，成立于去年12月，今年二季度末规模为2.18 亿元。Choice数据显示，截至今年8月22日，该基金成立以来收益超过20%。 "今年7月以来市场上涨，许多绩优基金吸引客户自发申购。我们积极抓住时间窗口，推动西部利得央企 优选基金成为交行'二次首发'的重点产品。"西部利得基金人士说。 无独有偶，8月4日起，孙蒙管理的华夏智胜优选混合发起式在招商银行进行了"二次首发"。彼时，该基 金发布公告称，基金A类份额参与招商银行申购及定期定额申购费率优惠活动。数据显示，该基金去年 8月成立至今的收益超过50%。 业内人士表示，相较于同质化程度较高的新基金发行，对优秀存量基金产品进行"二次首发"，既能缩短 资金入市周期、提升募资效率，又能通过有业绩验证的产品吸引更多理性资金，实现公募募资市场的提 速与提质 ◎记者 朱妍 随着A股行情好转，公募募资市场也迎来了新变化。近期，华夏基金、西部利得基金、圆信永丰基金等 公司，纷纷携手招商银行、工商银行等核心银行渠道 ...

Core Insights - The active equity funds are experiencing a strong recovery, with over 80 funds achieving a net value increase of more than 20% in the past month, primarily driven by the AI-related industry chain [2][5] Group 1: Fund Performance - As of August 6, the average net value increase for all equity funds in the market was 5.88%, while active equity funds achieved an average increase of 7.27% [3][4] - A total of 4426 funds reported positive returns, with a remarkable 97.55% of them showing gains [3] - The top-performing funds include those managed by E Fund, with three funds exceeding 30% returns, and several others from Caitong Fund also performing strongly [3][4] Group 2: Investment Strategies - Fund managers indicate that the AI industry chain is still at a high prosperity starting point, with future investments focusing on globally competitive computing power and cloud computing opportunities [2][6] - The top holdings of the best-performing funds are predominantly leading companies in the AI industry chain, highlighting a strategic focus on this sector [4] Group 3: Fund Purchase Restrictions - In response to rising investor enthusiasm, many active equity funds have implemented purchase restrictions, with 70 funds announcing limits on large purchases since July [5] - Specific funds, such as the China Europe Fund and Huaxia Fund, have set limits on individual investments to ensure stable operations and protect existing investors [5] Group 4: Future Outlook - Fund managers remain optimistic about the AI sector, citing ongoing global investments in computing power and model training, which are expected to drive demand [6] - The long-term logic of the cloud computing sector remains solid despite potential short-term volatility, with Chinese companies positioned to benefit from global expansion needs [6]

Group 1 - Recent domestic equity markets have shown signs of recovery, leading to several high-performing active equity funds implementing purchase limits to manage inflows and maintain stability [1][2] - The Yongying Ruixin Mixed Fund, managed by Gao Nan, has achieved a return rate of 43.62% year-to-date, ranking in the top 5 of its category, while its assets have surged to over 5 billion yuan [2] - The Huatai-PB Hong Kong Advantage Selected Mixed Fund (QDII) has reported an impressive return of 136.89% year-to-date, making it the top performer in the public fund market [2] Group 2 - Several quantitative funds have also announced purchase limits, including the Nuon Fund and CITIC Prudential Multi-Strategy Mixed Fund, to ensure smooth operations and protect investors' interests [3] - The performance of quantitative funds has been strong, with several achieving historical net asset value highs recently, indicating robust management and investment strategies [3][4] - The small-cap style has outperformed the large-cap style this year, with significant excess returns, driven by high turnover stocks amid prevailing risk aversion [4] Group 3 - Market liquidity remains abundant, with expectations of continued policy support and a favorable economic outlook, contributing to a positive investment environment [5] - The A-share market is anticipated to experience a structural uplift, supported by potential catalysts and a favorable monetary policy environment [5]