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ai and dividends, two major performance codes, failed, and many products gave up their first-half profits and turned to losses

2024-09-13

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[ wind data shows that in the first half of this year, a total of 30 active equity funds achieved a range return of more than 20%. however, judging from the performance in the second half of the year, these products all experienced a retracement, with an average decline of 13.5%. ]

in the second half of the year, the a-share market has been in a continuous adjustment. the shanghai composite index has fluctuated and fallen from around 3,000 points, and has successively fallen below the 2,900 and 2,800 integer mark, and is currently approaching 2,700 points. at the same time, market turnover continued to be sluggish, with the average monthly turnover of less than 560 billion yuan, a decrease of 41.4 billion yuan from the previous month.

amid the sluggish market, the artificial intelligence and dividend sectors, which were once regarded as the secret to performance, also fell. the communications etf, artificial intelligence etf, dividend etf and other related track products fell by more than 10% in the second half of the year. some products not only wiped out the previous cumulative gains, but even turned from profit to loss. at the same time, more than 1 billion yuan of funds have withdrawn from these two tracks since the beginning of the month.

in the view of industry insiders, these two tracks are still very attractive. an investment research person interviewed said that the ai ​​track is not a one- or two-year market, but a long-term opportunity. in terms of dividends, high-dividend assets need to wait for room to fall, and the circle should be narrowed to core varieties with stable performance.

two major performance codes "failed"

data shows that on september 12, the shanghai composite index fell back after hitting a high, closing at 2717.12 points, and the year-to-date decline has widened to 8.67%. as the market fell into adjustment, the market turnover did not see a significant improvement. on september 12, the stock trading turnover was 519.324 billion yuan, an increase of nearly 16.2 billion yuan from the previous trading day, but still a significant decline compared to 708.3 billion yuan at the beginning of the month.