Heavily invested in artificial intelligence, thematic funds welcome a "different landscape."

In June and July, funds that were still avoiding the bull market in the artificial intelligence sector have now successfully turned the tables. At that time, funds focused on the healthcare sector saw a surge in performance, while funds positioning themselves in the AI sector performed poorly. Subsequently, as market themes switched, AI-focused funds started to gain momentum. In less than 3 months, many fund managers have managed to get off the losing bench and rise to the forefront of the market. According to Wind data, as of August 24th, the top 20 equity funds with the strongest performance in the past 3 months all came from the AI computing sector, with returns of over 70% and even reaching 111%. It is worth noting that in June and July, most of the top 20 products were still facing losses for the year. At that time, healthcare-themed funds were experiencing a boom in returns, while funds heavily invested in the AI sector were seeing significant redemptions.