公募名将调仓路径曝光，机器人赛道成业绩突围“关键先生”

Group 1 - The article discusses the recent adjustments made by public fund managers in response to increased market volatility, highlighting their focus on growth stocks [1] - Notable fund managers, such as Zhang Lu and Li Bingzhi, have newly entered the top ten shareholders of Guansheng Co., indicating a strategic shift towards this stock [2][3] - Guansheng Co. is gaining attention due to its developments in the humanoid robot sector, which aligns with the interests of the mentioned fund managers [4] Group 2 - Jinpan Technology has attracted interest from fund managers like Tang Xiaobin and Yang Dong, who have recently increased their holdings in the company [5] - Jinpan Technology is actively expanding into the smart industrial robot sector, with a focus on applications such as intelligent welding and collaborative robots [6] - The company reported that over 90% of its revenue comes from its transformer and power distribution business, but it is diversifying into new areas [6] Group 3 - Dong Li's management of Yuguang Technology shows a new position in the stock, indicating a shift in investment strategy [7] - Semiconductor company Amlogic has seen increased holdings from funds managed by Xie Zhiyu, reflecting a positive outlook on the stock [8][9] - Both funds have increased their shareholdings compared to the end of the previous year, indicating confidence in the company's future performance [9]