【A股板块轮动提速 公募新品加紧布局传统赛道】近期,市场热点切换节奏加快,板块轮动特征愈发突出。在此背景下,公募行业开始将目光投向前期关注度较低的行业,密集申报发行冷门赛道基金,适配风格切换背景下避险资金的配置需求。证券时报记者注意到,不少公募正在加紧布局传统赛道的ETF以及主动权益产品。从发行名单来看,产品覆盖多条细分赛道。例如,软件板块方面,南方基金、华宝基金、富国基金、永赢基金等将于近期推出软件ETF及其联接产品。农业赛道也迎来多家头部基金公司卡位布局,易方达基金、南方基金、华夏基金9月发售了粮食产业ETF联接基金,华安也计划推出中证农业主题指数基金。除此之外,鹏华基金、平安基金、东财基金等基金密集上报公用事业、数字经济、家电、食品消费、工程机械等方向的指数产品。此外,过去一年在AI热潮中遭到市场冷落、被公募低配的传统互联网板块,同样迎来新产品布局。在经历一轮市场调整后,汇添富基金、国联基金、天弘基金等将在9月至10月陆续发行互联网ETF及联接基金,低位布局意图明显。
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