SIASUN(SZ:300024) Huan Qiu Wang·2025-07-10 02:54Group 1 - The core viewpoint of the article highlights the investment strategies and adjustments made by various fund managers in response to the A-share market's structural opportunities during the second quarter [1][3] - Tongtai Fund's Tongtai Vision Mixed Fund achieved a remarkable net value growth of 50% in the first half of the year and 73.43% over the past year, focusing on hard technology sectors such as biomedicine, new energy materials, and high-end equipment manufacturing [1] - The Tongtai Industrial Upgrade Mixed Fund made significant adjustments in its portfolio, shifting its focus back to the humanoid robot sector after a substantial price correction, indicating the fund manager's judgment on the sector's recovery potential [1] Group 2 - The bond market showed contrasting trends, with several popular bond funds from Debang Fund experiencing significant growth in scale, such as the Debang Short Bond Fund increasing from 2.8 billion to 6.371 billion, a growth of 128% [3] - Debang Fund's investment strategy in the second quarter involved a combination of coupon assets and volatile assets, primarily focusing on high-quality city investment bonds while also incorporating government bonds and high-rated treasury bills [3] - The fund managers expressed a positive outlook for the bond market in the second half of the year, driven by favorable fundamentals and expectations of monetary easing, leading to a preference for longer-duration bonds [3]