以下文章来源于远川投资评论 ，作者吴文涛 远川投资评论 . 新高的资本市场就如三伏天的午后一般，到处都充斥着躁热的气息：沉寂了许久的上海爷叔开始重出江湖；前证券分析师谭珺质问道"4000点是不是起点"； 中信证券更是紧跟市场，发文《当下，三类人最焦虑》，直戳踏空者的肺管子。 即便是基金行业的"夜壶"——主动权益，今年其实也在业绩上试图重新为自己正名。数据显示，截至2025年8月15日，年内万得偏股混合型基金指数年内涨幅 达到了20.48%，远超沪深300指数。 然而，在诸多公募基金公司中，真正在规模和声量上引起市场注意的主动权益团队，非永赢基金莫属。 仅2025年上半年，永赢基金主动权益的规模就增加了 244.76亿元，100%以上的增幅，断层式领先全行业。 尤其是永赢基金智选系列产品的热度更是居高不下。 看更好的资管内容 根据Wind数据显示，截至2025年8月15日，永赢主动权益产品矩阵当中，智选系列均实现了年内规模正增长，合计增幅达到259.29亿元。这也就意味着，除 去智选系列外，其他主动权益产品的总规模实则略有下降。 业绩好是一个很显性的原因。 从1月至今，几乎每个月都能够从当月的热门题材中找到永赢 ...

Core Viewpoint - The article highlights the significant performance of structural opportunities in the market, particularly in hard technology sectors such as humanoid robots, innovative pharmaceuticals, and cloud computing, which saw index increases of over 15% in the first half of the year [1][28]. Group 1: Investment Strategy and Product Overview - Yongying Fund has developed an investment system tailored to the local market, focusing on forward-looking industry research and structural opportunities, moving away from simplistic bull-bear thinking [3][5]. - The "1+N" equity investment ecosystem categorizes active equity products into four types: comprehensive, style-based, tool-based (Intelligent Selection Series), and strategy-based (Wisdom Selection Series) [3][5]. - The Intelligent Selection products are designed to focus on high-growth, policy-supported emerging industries, with each product matched to fund managers who align with the investment focus [5][6]. Group 2: Market Outlook and Key Sectors - The article discusses the anticipated growth in hard technology sectors, particularly humanoid robots, innovative pharmaceuticals, and cloud computing, which are expected to drive significant investment opportunities [7][12]. - Humanoid robots are projected to become a major consumer product, with a compound annual growth rate of 100% over the next six years, potentially leading to explosive growth post-2025 [14]. - The demand for overseas computing power is expected to surge, driven by successful AI applications like ChatGPT, with significant investments from major cloud service providers [17][19]. - The innovative pharmaceutical sector is positioned to capitalize on global market opportunities, leveraging China's clinical efficiency and industry chain advantages [21]. - The low-altitude economy is recognized as a strategic national priority, with significant potential to reshape economic growth, particularly in eVTOL and drone logistics [22]. - The semiconductor industry, particularly in light of domestic advancements in photolithography technology, is seen as a critical area for investment, with potential for substantial returns [24]. Group 3: Conclusion and Future Prospects - The article concludes that the acceleration of technological breakthroughs in China is creating unprecedented structural investment opportunities, with new productive forces driving the rise of the nation [25].