大佬新进这只15倍热门股！

Group 1 - The core viewpoint of the articles highlights the significant investment movements of public funds, particularly focusing on the latest adjustments made by prominent fund managers like Fu Pengbo and Zhao Feng, with a notable emphasis on the performance of the stock New Yisheng [1][2][6] - Fu Pengbo's fund has increased its holdings in New Yisheng, which has seen a remarkable stock price increase of 1502.9% since the beginning of 2023, making it the second-highest performer in the market [1][2] - New Yisheng's projected earnings for the first half of 2025 are expected to be between 3.7 billion to 4.2 billion yuan, representing a year-on-year growth of 327.7% to 385.5%, driven by the increasing demand for AI computing power and optimized product structure [1] Group 2 - Fu Pengbo's top ten holdings as of the second quarter include major companies such as Shenghong Technology, Tencent Holdings, and New Yisheng, with significant adjustments made compared to the previous quarter [2][3] - Zhao Feng's fund has also made strategic adjustments, reducing positions in high-valuation stocks while increasing investments in lower-valuation stocks with higher free cash flow returns [6][8] - The articles indicate a broader trend in the market where low-valuation, high-dividend companies are seeing increased interest, while traditional consumer goods companies are struggling [9] Group 3 - The innovation drug sector in the Hong Kong market has experienced a significant rebound, with related indices doubling in value over the past year, reflecting strong investor confidence and policy support [10][14] - The articles discuss the structural revaluation of the Chinese biotech sector, which is currently undervalued compared to its U.S. counterparts, suggesting potential for future growth [14][19] - Multiple innovation drug-related ETFs have shown impressive performance, with some achieving year-to-date gains exceeding 80%, indicating a strong market sentiment towards this sector [16][19]