After the Spring Festival, the performance of public offering products rebounded, and 31 funds earned more than 10%

　　Our reporter Wang Ning

　　After the Spring Festival, the A-share market showed signs of continued recovery, and the performance of public fund-related products rebounded simultaneously.

　　Wind information data shows that between February 19 and 26, the yield rates of 31 public funds increased significantly, all exceeding 10%.

Among them, broad-based ETFs (traded open-end index funds) have the largest number, reaching 18, accounting for nearly 60%.

　　Analysts believe that after the Spring Festival, investment opportunities in different sectors of the A-share market have become more prominent, and the income of media, computers, communications and other sectors or broad-based products has ushered in a rebound.

In the short term, range fluctuations may continue to repeat, but in the medium to long term, the trend of the above-mentioned sectors is relatively certain, and long-term opportunities still exist.

　　Wind information data shows that among the more than 10,000 public funds in the market, only 80 had negative return rates during the aforementioned period. The remaining products all achieved positive returns, and 31 products had a return rate of more than 10%.

　　Relevant people from China-European Fund told a reporter from Securities Daily that the media, computer, communications and other sectors of the A-share market continued to rise after the holiday. For example, technology themes empowered by new technologies such as AI performed strongly, which is why the returns of public fund-related products increased. main reason.

　　Among the 31 funds with a return rate of over 10%, the number of broad-based ETFs accounts for nearly 60%.

Many broad-based products, including Southern CSI 2000ETF, ChinaAMC CSI 2000ETF, GF CSI 2000ETF, Yinhua CSI 2000 Enhanced Strategy ETF, and Harvest CSI 2000ETF, all performed relatively strong.

　　Relevant people from China Asset Management told reporters that the better performance of broad-based products is due to the rebound in the trend of small and medium-cap stocks after the holiday.

The market recovery has been further demonstrated since the post-holiday holiday. Currently, many indexes have recovered more than half of their losses since the beginning of the year.

　　Relevant people from Southern Fund said that after the holiday, market risk appetite gradually recovered and returned to the long window.

"Short-term small-cap growth stocks deserve attention. Previously oversold small-cap stocks have recovered after liquidity pressures eased, and the value of growth direction allocations has gradually emerged, such as consumer electronics, general equipment, cloud services, etc.

　　In addition to broad-based ETFs, theme funds such as animation and games, CSI Film and Television, and financial technology also performed well after the holiday.

Wind information data shows that there are 9 related theme funds with a post-holiday return rate of more than 10%; and from a sector perspective, the media sector leads the list of gains.

　　Song Weiwei, the proposed fund manager of the CEIBS All-Share Software Development Index, told reporters that the media sector’s largest increase was due to the release of Sora, which once again detonated media productivity.

"The important significance of the release of Sora lies in two aspects: first, it represents the advancement of large AI models from one dimension to two dimensions; second, it realizes the true simulation of the physical world by the underlying model, allowing the model to understand the physical laws of the real world, which is expected to Promote substantial breakthroughs in related artificial intelligence applications."

　　In addition, commodity funds such as oil and gas have a preference for performance.

Wind information data shows that 29 oil and gas funds all achieved positive returns, with the highest return rate approaching 6%, including Cathay CSI Oil and Gas Industry ETF, Harvest S&P Oil and Gas Exploration and Production Select Industry ETF, etc., which all achieved good results.

　　Chen Xinyi, a crude oil researcher at COFCO Futures Research Institute, told reporters that the performance preference of oil and gas funds is due to the fact that oil prices remain strong.

As geopolitical risks continue, multiple factors are positive for oil prices in the short term.

At the same time, the market still has expectations for crude oil demand and OPEC production cuts in the second quarter. Therefore, the international oil price shock center remains on the high side.

　　“There is great pressure for oil prices to break upward in the short term, and there is a high probability that they will maintain a wide range of fluctuations, and trading opportunities are not obvious. It is not appropriate to hold related oil and gas financial products at this time, but in the medium and long term, there is a high probability that the logic of strength will remain, pending supply and demand. After the pattern becomes clearer, long-term opportunities will still exist." Chen Xinyi said.

(Securities Daily)