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During the third quarter, the traditional consumer sector kept undergoing adjustments, while the new consumer sector also delivered only moderate performance. Nevertheless, certain thematic funds managed to secure notable excess returns, rivaling those of the technology sector, which experienced significant gains. From a portfolio composition standpoint, redefining "consumption" has emerged as a pivotal factor enabling consumption-themed funds to transcend conventional conceptual boundaries. In the third quarter, tech stocks like Cambricon, Hygon Information, and YOFC featured prominently among the top holdings of high-performing funds. These funds operate under the guiding principle that "everything is consumption," allowing for unrestricted industry allocations and adaptable portfolio management.
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