截至今年二季度末，永赢科技智选A的持仓前十分别为新易盛（300502.SZ）、中际旭创（300308.SZ）、天孚通信（300394.SZ）、胜宏科技 （300476.SZ）、源杰科技（688498.SH）、长芯博创（300548.SZ）、沪电股份（002463.SZ）、工业富联（601138.SH）、太辰光 （300570.SZ）、深南电路（002916.SZ）。 此外，在单位净值创历史新高的基金中，鹏华医药科技、易方达瑞享、易方达先锋成长、易方达远见成长、中欧数字经济这5只年内收益率超80% 的基金，安信新回报、中航机遇领航、交银优择回报、大成科技创新、交银荣鑫的年内收益率均超60%。 | 证券代码 | 证券简称 | 区间最高单位净值 起始交易日期 成立日 期(排名不适用) | 区间最高单位净值日 [起始交易日期 成立日 期(排名不适用) | 基金经理 | 复权单位净值增长率 ［起始交易日期 本年初 | | --- | --- | --- | --- | --- | --- | | | | [截止交易日期 20250813 | [截止交易日期 20250813 | | [截止交易日期] 20250813 ...

Group 1 - The AI computing power sector experienced a strong surge on July 15, with several actively managed equity funds seeing significant net value increases, outperforming related ETF products [1][2] - Fund manager Zhou Jiansheng's Nord New Life A achieved a net value growth rate of 9.42%, the highest in the market, while other funds managed by Jin Zicai also reported growth rates above 8% [2][3] - The rapid growth in the optical communication and PCB sectors over the past two years is attributed to the expansion of global customer demand and the long-term positive outlook for the AI industry, suggesting that Chinese manufacturers are likely to continue benefiting from global AI development [1][6] Group 2 - The active equity funds led the gains in the AI computing power sector, with notable performances from funds managed by Zhou Jiansheng, Jin Zicai, and Ren Jie, all reporting net value growth rates above 8% [2][3] - The ETF market also showed strong performance, with the Huaxia SSE Sci-Tech Innovation Board 50 ETF leading in trading volume, surpassing 35 billion yuan in consecutive trading days [4] - Fund inflows have been strong, with the Huaxia SSE Sci-Tech Innovation Board 50 ETF seeing nearly 10 billion yuan in net inflows on July 15, and cumulative inflows close to 50 billion yuan for July [4] Group 3 - Looking ahead, the demand for AI computing power is expected to remain high, as leading companies in the sector have reported better-than-expected financial results [5][6] - The AI industry is witnessing a continuous breakthrough in cognitive boundaries, with significant capital investments from tech giants and a substantial increase in AI cluster scale [6][7] - The market is currently reassessing the value of the AI computing power sector, with a focus on Chinese companies that possess global competitiveness [6][7]

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].