AI track popularity remains strong, actively managed equity funds lead the market with strong performance.
Choice data shows that as of August 6th, the average net asset value increase of equity funds across the whole market in the past month was 5.88%. Among them, actively managed equity funds had an average net asset value increase of 7.27%, with 4426 funds showing positive returns, accounting for 97.55% of the total. By examining fund quarterly reports, it can be observed that funds performing well in the past month generally had a heavy position in AI and other technology sectors by the end of the second quarter. Several fund managers have stated that the AI industry is still at a high level of prosperity, and future market trends will continue to focus on technology, particularly in exploring structural opportunities in computing power and cloud computing that possess global competitiveness.
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