---
title: "近千只基金已率先披露 2025 年基金一季报，业绩优异的基金均重仓了科技股"
description: "截至 4 月 20 日，42 家基金公司旗下近千只基金已披露 2025 年一季报，表现优异的基金均重仓科技股。AI 等新兴行业的持续热度提振了经济活跃度，中国资产整体表现活跃。Wind 数据显示，平安先进制造主题、华富科技动能等多只绩优基金均取得 25% 以上正收益，且均集中投资于人工智能、人形机器人、半导体等科技股。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/236693318.md"
published_at: "2025-04-20T20:04:36.000Z"
---

# 近千只基金已率先披露 2025 年基金一季报，业绩优异的基金均重仓了科技股

> 截至 4 月 20 日，42 家基金公司旗下近千只基金已披露 2025 年一季报，表现优异的基金均重仓科技股。AI 等新兴行业的持续热度提振了经济活跃度，中国资产整体表现活跃。Wind 数据显示，平安先进制造主题、华富科技动能等多只绩优基金均取得 25% 以上正收益，且均集中投资于人工智能、人形机器人、半导体等科技股。

据证券时报，截至 4 月 20 日，招商基金、鹏华基金、银华基金等 42 家基金公司旗下近千只基金已率先披露 2025 年基金一季报。AI 领域等新兴行业产品热度持久，对经济活跃度有所提振，中国资产整体表现活跃，基金经理大幅提升持仓 “含科量”。Wind 数据显示，平安先进制造主题、华富科技动能、长城久鑫、万家行业优选、中欧智能制造等一批绩优基金均取得 25% 以上正收益。无一例外，上述业绩优异的基金均重仓了科技股。人工智能、人形机器人、半导体等科技股扎堆的主题板块获基金密集持有。

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> **免责声明**：本文内容仅供参考，不构成任何投资建议。
