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Technology manufacturing exports are booming, with public offerings positioning in highly prosperous sectors
In the first four months of this year, China's exports maintained strong growth momentum, with related manufacturing products such as power equipment, optical modules, and artificial intelligence (AI) becoming the core drivers of export growth.
The industry continued to be highly prosperous, which also confirms why A-share technology funds can collectively surge.
As the prosperity of the public fund industry increasingly ties investment performance to export data, fund heavy holdings are also focusing on high-prosperity export sectors.
ETF capital flows, performance rankings of active equity funds, and fund industry holdings preferences all clearly demonstrate that the export theme has become a core factor influencing fund product performance.
(Securities Times)