"The attacking and defending strategy of public equity investment: Resources and technology dancing together"
Wind information data shows that as of March 3rd, out of 4,779 active equity funds in the entire market, 4,140 funds have achieved net asset value growth so far this year, accounting for 86.63%. In terms of performance of products so far this year, the leading active equity funds in the market have generally focused on cyclical sectors and technology growth tracks in their allocation, showing a distinct structural layout feature. The interviewees also believe that technology and resources will be the dual main themes for market investment this year.
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