--- 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。 ### Related Stocks - [CP00062.US - 半导体](https://longbridge.com/zh-CN/quote/CP00062.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | OXY-Clean: Buffett's Favourite Oil Rig Scrubs $6 Billion In Debt Off The Books | Occidental Petroleum Corp (NYSE:OXY) has significantly reduced its debt by $5.8 billion after selling its OxyChem divisi | [Link](https://longbridge.com/zh-CN/news/276372720.md) | | IronBridge Private Wealth LLC Has $905,000 Holdings in Apple Inc. $AAPL | IronBridge Private Wealth LLC reduced its stake in Apple Inc. (NASDAQ:AAPL) by 77.3% in Q3, holding 3,555 shares valued | [Link](https://longbridge.com/zh-CN/news/276436345.md) | | Financial Advocates Investment Management Lowers Stock Position in Meta Platforms, Inc. $META | Financial Advocates Investment Management reduced its stake in Meta Platforms, Inc. by 66.7% in Q3, now holding 2,343 sh | [Link](https://longbridge.com/zh-CN/news/276432394.md) | | Rocket Lab Corporation $RKLB Stock Holdings Increased by Vanguard Group Inc. | Vanguard Group Inc. increased its stake in Rocket Lab Corporation (NASDAQ:RKLB) by 5.4% in Q3, owning 41.8 million share | [Link](https://longbridge.com/zh-CN/news/276451972.md) | | Lam Research Named Top Semiconductor Pick As AI-Driven Manufacturing Supercycle Shifts Into High Gear | BofA Securities analyst Vivek Arya has named Lam Research (LRCX) as his top semiconductor pick, forecasting a $135 billi | [Link](https://longbridge.com/zh-CN/news/276474445.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。