Public fund performance shines after 100 days, with track battles showing "extreme contrasts"

Securities Daily reported on April 6 that the 2026 market outlook is about to enter a 100-day milestone, and performance differentiation in the public fund industry has further intensified. As of the latest data, the gap between the top and bottom performers of funds across the whole market for the year-to-date period has already exceeded 92%. Among them, funds focused on optical communication themes are leading strongly, while products heavily invested in Hong Kong stock internet and humanoid robot sectors remain at the bottom. Sector investing is truly a study in contrasts between ice and fire. Since the beginning of the year, although the equity market has been performing poorly and experiencing greater volatility, many fund managers still look favorably at certain local structural opportunities, and remain firmly convinced that what determines the central pivot of stock pricing is still the companies’ own profitability.