The total number of actively managed equity funds has increased to 72 billion, with AI semiconductors becoming the main force attracting investment.

With the disclosure of the second quarter report of public funds in 2026, there have been significant changes in the scale of active equity funds. Data from Wind shows that by the end of the second quarter, the number of active equity funds with a scale of over 100 billion yuan in the market has surged from 32 at the end of the first quarter to 72, an increase of 125% compared to the previous quarter. Among the top players, technology-themed funds have shown strong fundraising ability, dominating the top three in terms of scale. Among them, the Oriental Artificial Intelligence Theme Fund, Yongying Technology Leadership Selection, and Yongying Pioneer Semiconductor Selection have all surpassed the 30 billion yuan mark, with their scale reaching 35.125 billion yuan, 34.641 billion yuan, and 32.916 billion yuan respectively by the end of the second quarter. The performance of these three funds focusing on the AI and semiconductor industries in the first half of the year was similarly impressive, with A share yield rates as high as 166.72%, 66.45%, and 149.90% respectively. In addition to these three "giants," funds such as Huatai Bairui Quality Growth, Yinhe Integrated Circuits, Fuguo Innovation Technology, Dacheng Technology Innovation, Huashang Balanced Growth, Zhongou Medical Health, and Xingquan Congratulations also have a scale exceeding 24 billion yuan. Overall, there are a total of 18 active equity funds in the market that have successfully crossed the 20 billion yuan threshold, further highlighting the top player effect.