新兴产业主题基金经过近9年的发展,已经成为主题投资中较为成熟的品种,基金数量和基金规模都有大幅提升,基金业绩也总是能跑在其他主题基金的前面。近年来,随着经济转型的提速和改革的推进,市场热点层出不穷,主题投资逐渐走热,投资于特定主题板块的公募基金成为投资者追捧的对象。除了很早就出现的新兴产业主题(又称“TMT主题”)、消费主题、资源主题、医药主题、量化投资主题外,近期市场上还涌现出了诸如美丽中国、城镇化、养老、工业4.0、军工装备制造、移动互联网等许多与市场热点概念相契合的主 After nearly 9 years of development, the emerging-industry themed funds have become the more mature varieties of themed investments. The number of funds and the size of the funds have risen sharply. The performance of the funds has also always been able to run ahead of other thematic funds. In recent years, with the speeding up of economic restructuring and the promotion of reform, hot spots in the market emerge in an endless stream, and theme investment has gradually taken a hot foot. Public funds that invest in certain theme sections have become investors’ sought after targets. In addition to the emerging industry themes (also known as “TMT themes”), consumer themes, resource themes, medical themes, and quantitative investment topics that have emerged very early on, there are also emerging markets such as Beauty China, urbanization, Industry 4.0, military equipment manufacturing, mobile Internet and many other hot market concepts fit the main