【环球网金融综合报道】今年一季度,重仓机器人概念股的基金业绩一骑绝尘。进入二季度以来,行情遭遇调整,今年以来业绩领涨的基金榜单也发生较大变化,北交所主题基金和医药主题基金表现抢眼。
东方财富Choice数据显示,截至4月21日,华夏北交所创新中小企业精选两年定开混合以62.36%的收益率暂居榜首,中信建投北交所精选两年定开混合A紧随其后,收益率达61.48%。此外,汇添富北交所创新精选两年定开混合A收益率超过50%。
同时,医药主题基金也迎来了业绩的“春天”。长城医药产业精选混合发起式A以49.88%的收益率领跑医药板块,永赢医药创新智选混合发起A收益率达39.53%,华安医药生物股票发起式A同期回报为37.37%。
与北交所和医药主题基金的强势表现形成对比的是,重仓机器人概念股的基金净值出现较大回撤。以鹏华碳中和主题混合A为例,今年以来收益率一度超过80%,截至4月21日,鹏华碳中和主题混合A今年以来收益率为46.94%。同样重仓机器人板块的永赢先进制造智选混合发起A,今年以来收益率也从高点的71.2%回落至40.54%。(南木)
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