Workflow
在震荡中挖掘机会 次新基金快速建仓

Group 1 - Several newly established funds have begun to enter the market, showing significant fluctuations in net value, indicating active positions taken by these funds [1][2] - The net value of the Debon High-end Equipment Mixed Fund, established on March 14, dropped to 0.71 yuan by April 8, reflecting a high stock position despite its short establishment period [2] - The Guangfa Tongyuan Return Mixed Fund, launched on March 6, experienced a sudden drop of 2.32% on April 7 after a stable net value prior to that date, highlighting its popularity with an issuance scale of 18.91 billion yuan [2][3] Group 2 - Fund managers believe that the overall market opportunities outweigh risks, driven by domestic economic transformation and policy support [4] - The manager of the Jin Xin Cycle Value Mixed Fund emphasizes that breakthroughs in key industries will drive technological innovation and economic growth, presenting new investment opportunities [4] - Fund managers are actively researching listed companies to identify undervalued stocks, taking advantage of market volatility as a buying opportunity [4][5] Group 3 - Institutions have accelerated their research efforts, with over 20,000 instances of company visits in the past month, focusing on sectors like electronic equipment manufacturing and biomedicine [5] - Institutions are particularly interested in the impact of the US "reciprocal tariff" policy on listed companies and their subsequent operational strategies [5][6] - Hu Dian Co. stated that less than 5% of its revenue comes from direct exports to the US, with a focus on maintaining resilience and competitive advantage through innovation in high-density integration and high-speed signal transmission [6]