The Fund's 2024 annual performance ranking has been released! Dama won the championship, and the artificial intelligence industry chain became the focus of attention

The Zhitong Finance App learned that the 2024 performance rankings for various types of funds have been officially released. Active equity funds (including common equity funds, partial share hybrid funds, and flexible allocation funds) performed well. With a yield of 69.23%, Damo Digital Economy A became the active equity fund champion in 2024. CaiTong Jingqi Selected One Year Holding A and ICBC Emerging Manufacturing A ranked second and third with yields of 51.85% and 50.28% respectively.

According to the Fund's three quarterly reports, the top ten major stocks in the Damo digital economy are Zhongji Xuchuang (300394.SZ), Xinyisheng (300502.SZ), Shanghai Electric Power (002463.SZ), Tianfu Communications (300394.SZ), Haiguang Information (688041.SH), Shennan Circuit (002916.SZ), Goertek (002241.SZ), Industrials Fulian (601138.SH), Runze Technology (300442.SZ), and Invek (0037.28SZ). Most of the heavy stocks mentioned above are leading companies in technology segments such as communication equipment, semiconductors, and consumer electronics.

CaiTong Jingqi selected heavy stocks with a one-year holding period of hybrid A, including Shengyi Electronics (688183.SH), Xinyisheng (300502.SZ), Zhongji Xuchuang (300308.SZ), Jinpan Technology (688676.SH), Shanghai Electric Power (002463.SZ), Shenghong Technology (300476.SZ), Changdian Technology (600584.SH), Jacques Technology (002409.SZ), Daikin Heavy Industries (002487.SZ), Deco (). 688205.SH

Lei Zhiyong said that it will continue to track macro fundamentals, industry sentiment, and individual stock performance. Focus on the progress of Nvidia's chips and packaging production capacity. Looking at the general direction, we will continue to focus on areas in the artificial intelligence industry chain where the boom trend is rising. He believes that innovation in artificial intelligence will be more similar to smartphones, and will rise more moderately than decline in the later stages. Looking ahead to 2025, domestic industries such as credit and innovation, offshore wind power, national defense and military industry are booming.

Jin Zicai of CaiTong Fund said that with the implementation and implementation of relevant policies in 2025, the valuation-driven market is expected to continue. An industrial direction that has a large long-term space and can be gradually realized in the short term is the preferred choice for next investment. Currently, I am firmly optimistic about the AI industry, the optical module and PCB sectors that benefit from the overseas computing power industry chain, and the domestic AI chip sector that benefits from the domestic computing power industry chain are all worth paying attention to. Furthermore, they are also optimistic about some new business model companies driven by cost-effective consumption.