Group 1 - The first batch of equity funds has entered the second quarter report disclosure period, with three funds from Tongtai Fund leading the way [1] - Tongtai Yuanjian focuses on the North Exchange market and ranks high among similar funds, while Tongtai Financial Selection maintains a focus on the financial sector [1][4] - The North Exchange market has seen a significant rebound, with the North Zheng 50 Index up 35.9% year-to-date as of July 9 [3] Group 2 - Tongtai Yuanjian's net value increased by 47.06% year-to-date, indicating strong performance in a volatile market [3] - Tongtai Industry Upgrade shifted its focus from bank stocks to the humanoid robot industry, reflecting a strategic adjustment due to market conditions [4] - The financial sector remains a key focus for Tongtai Financial Selection, which emphasizes the low valuation of brokerage and fintech stocks [4] Group 3 - The overall market is still leaning towards technology growth sectors, particularly small-cap stocks, with Tongtai Industry Upgrade showing a year-to-date net value increase of 17.32% [4] - As of the end of the second quarter, Tongtai Yuanjian's scale decreased to 237 million, while Tongtai Industry Upgrade's scale increased significantly to 145 million [4] - The second half of the year is expected to see continued focus on technology and finance, with potential growth in fintech and robotics sectors [6][7]

同泰产业升级可能是当前市场上最小的一只基金了。 | 基金名称 | 类型 | ↑ 规模(亿) | 成立年限 基金经理 | | --- | --- | --- | --- | | 中银瑞福浮动净值型A | 货币市场型基金 | 0 | 5.80 范静 | | 嘉实6个月理财A | 短期纯债型其金 | 0 | 5.81 韩昭,李瞳 | | 华夏鼎佳A | 中长期纯债型其金 | 0 | 5.19 张海静 | | 格林聚利增强一个月持有A | 混合债券型二级 ... | 0 | 0.77 冯翰尊 | | 同泰产业升级A | 偏股混合型基金 | O | 3.26 王秀 | | 国寿安保裕丰A | 偏债混合型其金 | 0 | 3.97 谢夫,葛佳 | | 财通安盈A | 偏债混合型基金 | 0 | 4.59 沈犁 | | 高荣福耀A | 偏股混合型其金 | 0 | 3.50 李黄海 | | 前海联合新思路A | 灵活配置型其金 | 0 | 8.63 张文,张磊 | | 前海联合淳安3年定开债券 | 中长期纯债型其金 | 0 | 5.59 张文 | | 格林泓利A | 混合债券型二级 ... | O | 4.90 柳杨 | | ...