提升基金净值公允性 多家公募机构调整持仓股票估值

Group 1 - Multiple public fund managers, including Caitong Fund, Robeco, and E Fund, have adjusted the valuations of stocks held in their portfolios due to significant discrepancies between stock prices and their intrinsic values [1][2] - The adjustments aim to ensure the fairness and accuracy of fund net values, protecting investors from misleading information caused by market price distortions [1][2] - For instance, the star pharmaceutical stock Nohow Health has seen its valuation adjusted by over ten public fund managers since July, with significant differences in the adjusted prices among them [2][3] Group 2 - Different public fund managers may employ various valuation techniques, leading to discrepancies in the final valuation results even for the same stock [3] - Fund managers play a crucial role in selecting investment targets, typically starting with promising industry directions and then choosing quality stocks based on comprehensive analysis [3] - The investment strategies of different fund managers often vary, with some focusing more on macro and industry analysis while others emphasize the fundamental quality of the companies [3]