国庆假期过后市场震荡回调，A股三大股指有所回撤，科技板块及相关基金更是跌幅明显，单只基金最 大跌幅超14%。对于上述情况，有业内人士指出，短期下跌是不确定性带来的避险需求和前期涨幅较高 的获利了结情绪共同作用的结果，长期上涨的逻辑并未改变，后续关注AI应用、半导体制造、存储等 细分领域。就普通投资者而言，建议均衡配置、分散风险，杠铃型资产配置策略不失为一种合理选择， 在防守的一端通过类固收高股息类红利资产降低投资组合波动。 此外，相关指数方面，今年三季度中证半导体产业指数涨幅超过20%，中证人工智能产业指数涨幅超过 16%，都交出了相当不错的成绩单。这样的涨幅不仅反映了市场对科技行业的乐观预期，也体现了科技 股在当前经济环境下的强劲动力。 那么，面对本轮市场回调，基金经理仍会坚定科技赛道的选择吗？具体关注哪些细分领域？ 前海开源基金首席经济学家杨德龙表示，当前"科技牛"行情预计将延续，"十五五"规划即将公布，其重 点支持领域值得关注，如人形机器人、固态电池、芯片半导体、算力算法、低空经济等，均有望成为规 划重点方向，这也是本轮科技行情持续的重要推动力。科技创新有望成为我国经济增长的第二曲线和主 要增长点，在投 ...

国庆假期过后市场震荡回调，A股三大股指有所回撤，科技板块及相关基金更是跌幅明显，单只基金最大跌幅超14%。对于上述情况，有业内人士指出，短 期下跌是不确定性带来的避险需求和前期涨幅较高的获利了结情绪共同作用的结果，长期上涨的逻辑并未改变，后续关注AI应用、半导体制造、存储等细 分领域。就普通投资者而言，建议均衡配置、分散风险，杠铃型资产配置策略不失为一种合理选择，在防守的一端通过类固收高股息类红利资产降低投资组 合波动。 市场阶段性震荡但韧性仍在 "十一"长假后，A股震荡回调。Wind数据显示，10月以来，截至10月20日，上证指数、深证成指、创业板指分别下跌0.49.%、5.27%、7.56%。其中，科技板 块跌幅明显，科创50、科创综指、科创100均下跌逾8%，半导体和CPO（共封装光学）等板块直接拖累整个科技行业的表现。同时，人形机器人相关指数也 震荡不断。 受此影响，相关赛道的产品也"损失"颇多。Wind数据显示，10月以来，截至10月19日，全市场科技主题基金平均跌超9%，其中，跌幅最多的是富荣信息技 术混合C，下跌14.16%。节后，全市场超1700只科技主题相关基金（份额分开计算，下同）中，仅8 ...

Core Insights - The stock and mixed funds saw a positive return rate of 26.29% on August 1, with 35 funds achieving returns over 2% and 20 funds experiencing a net value drawdown exceeding 3% [1][2] - The Shanghai Composite Index fell by 0.37% to close at 3559.95 points, while the Shenzhen Component Index and the ChiNext Index also experienced declines of 0.17% and 0.24%, respectively [1] - The top-performing sectors included Environmental Protection, Media, and Light Industry Manufacturing, with increases of 0.88%, 0.82%, and 0.65% respectively, while sectors like Oil & Petrochemicals, National Defense & Military, and Steel saw declines of 1.79%, 1.47%, and 1.26% [1] Fund Performance Summary - The top fund by net value growth rate was the Debon Stable Growth Flexible Allocation Mixed Fund C, with a growth rate of 5.58%, followed by Debon Stable Growth Flexible Allocation Mixed Fund A and Fortune Rong Information Technology Mixed Fund C, both at 3.92% [2][3] - Among the funds with a net value growth rate exceeding 2%, 19 were equity-oriented, 14 were flexible allocation funds, and 1 was a standard equity fund [2] - The fund with the largest drawdown was the Founder Fubon Core Advantage Mixed Fund A, with a decline of 3.69%, followed by other funds with drawdowns of 3.52% [2][4] Fund Company Insights - Four funds from Huashan Fund and four from Guorong Fund were among those with net value growth rates exceeding 2% [1][2] - The performance of various funds from different companies indicates a competitive landscape, with several funds achieving notable returns despite market fluctuations [2][3]

Group 1 - The article provides a ranking of open-end funds based on their net asset value growth as of August 1, 2025, highlighting the top 10 funds with the highest growth rates [2][4]. - The top-performing fund is "德邦稳盈增长灵活配置混合C" with a unit net value of 1.0649, showing an increase from 1.0086 on July 31, 2025, reflecting a growth of 5% [2]. - The bottom-performing fund is "方正富邦核心优势混合A," which has a unit net value of 1.1828, down from 1.1527, indicating a decrease of 2.04% [4]. Group 2 - The overall market performance shows the Shanghai Composite Index experiencing a slight decline, while the ChiNext Index faced a wider fluctuation with a minor drop, with a total trading volume of 1.62 trillion [6]. - Leading sectors include warehousing logistics, paper manufacturing, and environmental protection, while the oil and aviation sectors faced declines of over 2% [6]. - The fund "德邦稳盈增长灵活配置混合C" is noted for its rapid net value growth, indicating strong performance in the current market environment [6].