Expansion of the consumer industry's "technology content" Some consumer funds are "saving the foundation" curve.
In order to withstand the pressure of the decline in fund net asset value, consumer theme funds have started to perform differently after expanding and updating the definition scope of the consumer industry. Recently, the performance of consumer stocks, which are heavily weighted by public funds, has been sluggish and under pressure to adjust, but many active equity consumer funds and even passive consumer ETFs have shown impressive net asset value curves. The logic behind this is the update of the fund contract's definition scope for consumer indices. Some consumer ETFs track indices where the weights are almost entirely composed of technology stocks. Some consumer funds include defense stocks, semiconductors, and innovative drugs in the consumer industry, making consumer theme funds closely resemble technology funds in terms of investment scope, reflecting that technology is becoming the hardcore logic and consensus in the market.
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