基金经理持仓曝光！首批权益基金二季报来了

Group 1 - The first batch of equity funds has entered the second quarter report disclosure period, with three funds from Tongtai Fund leading the way [1] - Tongtai Yuanjian focuses on the North Exchange market and ranks high among similar funds, while Tongtai Financial Selection maintains a focus on the financial sector [1][4] - The North Exchange market has seen a significant rebound, with the North Zheng 50 Index up 35.9% year-to-date as of July 9 [3] Group 2 - Tongtai Yuanjian's net value increased by 47.06% year-to-date, indicating strong performance in a volatile market [3] - Tongtai Industry Upgrade shifted its focus from bank stocks to the humanoid robot industry, reflecting a strategic adjustment due to market conditions [4] - The financial sector remains a key focus for Tongtai Financial Selection, which emphasizes the low valuation of brokerage and fintech stocks [4] Group 3 - The overall market is still leaning towards technology growth sectors, particularly small-cap stocks, with Tongtai Industry Upgrade showing a year-to-date net value increase of 17.32% [4] - As of the end of the second quarter, Tongtai Yuanjian's scale decreased to 237 million, while Tongtai Industry Upgrade's scale increased significantly to 145 million [4] - The second half of the year is expected to see continued focus on technology and finance, with potential growth in fintech and robotics sectors [6][7]