The first place is TMT index fund Guotai SZSE TMT50, which has earned 16.92% this year. Judging from their heavy positions, BOE and ZTE are among the heavy positions.

The second place is index fund, which is Tian Hong CSI Electronic Index, and its yield is also high. From the perspective of active management, the yields of Changxin Li Guang, Haifutong, Huaan Media Internet and Qianhai Artificial Intelligence are all above 13%, showing strong performance.

At present, the most directly related to the theme of 5G is the fund of heavy computer, communication and electronics. In order to consider the flexibility of performance and avoid liquidation, we also use the performance since this year to constrain the stock position and scale, and select three major industries with heavy positions accounting for more than 30% and stock positions accounting for more than 70%, and the income since this year has exceeded 10%.

Of course, the short-term increase of the 5G concept has been large, and it may face certain adjustment pressure. However, since this year is the first year of 5G terminals, the follow-up duration will be very long, so it is better to wait for the callback and then intervene in batches, or to intervene in the form of fixed investment at present.

For actively managed funds, we should also pay close attention to whether the subsequent stock adjustment is still in the 5G range, so if it is a fixed investment as a whole, it can be dominated by index funds.