8亿澳元基金操盘手：中国中型股正成AI革命新赢家

Group 1 - The core viewpoint is that mid-cap stocks are expected to be the next market winners due to advancements in artificial intelligence (AI) technology [1] - Many mid-cap companies are benefiting from the rapid implementation of AI solutions, which have low costs for enhancing investment returns [1] - Ox Capital Management's Dynamic Emerging Markets Fund has a focus on mid-cap stocks in the Chinese healthcare sector, including orthopedic implant manufacturer Aikang Medical (01789) and medical device company MicroPort Medical (00853) [1] Group 2 - The Ox Capital Dynamic Emerging Markets Fund managed approximately 800 million AUD (520 million USD) and achieved a return of 1.5% over the three months ending in April [1][2] - Other funds in the same period had varying returns, with the Aikya Emerging Markets Opportunities Fund at 0.9% and the GQG Emerging Markets Equity Fund at -3.2% [2] - The Chinese biotechnology sector has seen significant stock price increases this year, driven by investor enthusiasm for innovation [2] Group 3 - The fund manager, Joseph Lai, has shifted focus from larger companies like Tencent (00700) and Alibaba (09988) to smaller enterprises, predicting that mid-cap stocks in China may outperform large-cap stocks in the foreseeable future [3] - The fund also has a positive outlook on South Korean search engine NAVER Corp., which is planning to accelerate its AI business development following the return of its founder to the board [3] - Additional holdings include Indonesian banks PT Bank Mandiri and PT Bank Negara [3]