机构押注下半年，结构性机会成焦点

Group 1 - Institutional funds are strategically positioning themselves for structural opportunities in the market, particularly in technology and consumer sectors [1][3] - Notable changes in the top ten shareholders of several listed companies indicate the trading movements of well-known fund managers and foreign institutions, with a focus on potential growth areas [1] - Companies like Shijia Photon and Dongfang Bio have seen significant interest from fund managers, with Shijia Photon’s stock price increasing over 130% in the first half of the year [1] Group 2 - Foreign institutions are increasingly adding positions in A-shares, with Barclays, UBS, and JPMorgan among the new entrants in companies like Jinpu Titanium [1] - The overall sentiment in the market is positive, with expectations of a mild economic recovery and supportive policies driving interest in technology and consumption-related sectors [3] - Analysts believe that the combination of improved macroeconomic conditions and ongoing policy support will lead to a focus on structural opportunities in the market [3]