Lates News

"Doubling Fund" fully erupts, various technological investments shine. In the first half of 2026, under the one-sided market of the technology sector, public funds have seen a widespread outbreak in performance. According to Wind data, the number of "Doubling Funds" with a return rate of over 100% in the first half of the year exceeds 240, reaching a record high. Previously, the years with "Doubling Funds" in the first half of the year were 2015 and 2007. Looking at the portfolio, computing power, semiconductor, and other AI hardware sectors are the key areas of investment for public institutions in the first half of the year. Industry insiders indicate that public institutions generally have a forward-looking layout in high-growth sectors such as AI and semiconductors, transitioning from balanced equity to fine-tuned positioning in specific competitive areas, relying on in-depth industry research to create performance highlights, and shifting towards a diversified research and investment layout.