news

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

Text | Salt Pickers

Text | Salt Pickers

This year, the sudden adjustment of dividend stocks and dividend sectors has changed the previous investment logic. In fact, when the market style is changing, fund companies known for their keen sense of smell have quickly adjusted their actions and acted in response to market opportunities.

According to Wind data statistics, 27 funds have implemented transformation strategies since the beginning of the year. This shows that fund companies are responding positively to changes in the market and investment demand.

Shiyanshi noticed that as dividend stocks continued to pull back, fund companies such as E Fund, Hua Xia Fund, and China Europe Fund began to target structural market conditions to plan for the future market. Growth sectors such as new energy, artificial intelligence (AI), digital economy, gold industry, innovative medicine, and equipment manufacturing have entered the vision of major investment institutions, and more and more fund managers have quietly changed their investment styles.

Fund investment is trending towards growth sectors

Data from the Zero2IPO Research Center shows that since the first half of 2024, my country's venture capital funds have continued to lead in number, with the share remaining above 60%.

According to statistics, a total of 1,183 venture capital funds completed a new round of fundraising, a year-on-year decrease of 50.1%; the fundraising scale was RMB 217.971 billion, accounting for 35.0%, a decrease of 1.4 percentage points compared with the same period last year. The fundraising scale of 537 growth funds totaled RMB 283.101 billion, and the number and amount accounted for 0.2 percentage points and 2.9 percentage points of the total market respectively compared with the first half of 2023.