According to data from Wind Information, as of March 3, among the 4,779 active equity funds (considering only the main codes) across the market, 4,140 have witnessed a year-to-date increase in their net asset value, representing a substantial 86.63%. The funds that are at the forefront of the market predominantly concentrate on cyclical sectors and technology growth avenues, displaying a distinct structural allocation pattern. Interviews with industry experts suggest that technology and resources are poised to emerge as the two primary themes guiding market investments this year.
