Data sourced from Wind reveals that since February, a total of 135 active equity funds (excluding those established for less than one year) across the market have achieved unprecedented heights in their restated net asset values per unit. Notable funds in this category include CCB Flexible Allocation A, SW SMI Multi-Strategy A, and Zhongou Ruihong Regular Open, among others. Industry insiders note that adjustment pressures are now surfacing in certain sectors, particularly within the tech growth segments that previously drove market sentiment. This includes specific subdivision directions (Note: 'Subdivision direction' is retained as it appears to denote particular sub-sectors such as AI, semiconductors, and computing power, which are explicitly mentioned subsequently) like artificial intelligence, semiconductors, and computing power. These areas are currently witnessing periodic profit-taking, leading to significant corrections in some popular stocks. Nevertheless, despite the overall subdued market trend and the absence of clear leading themes, fund managers are still adept at seizing structural investment opportunities through meticulous analysis and judicious allocation.
