Zheng Quan Ri Bao·2025-07-24 16:09Group 1 - Foreign public funds have increased their holdings in technology and pharmaceutical sectors, maintaining a balanced strategy of "offensive + defensive" by adding high-dividend assets [1][2] - In the technology sector, several foreign public funds have significantly raised their allocation, with notable increases in AI-related stocks such as NewEase and SMIC, which account for 8.49% and 5.83% of holdings respectively [2] - The pharmaceutical sector has seen a shift in focus towards innovative drugs, with Morgan Fund increasing its stake in 3SBio, reaching a total market value of 158 million yuan [2][3] Group 2 - Many foreign public funds have strengthened their defensive strategies by increasing holdings in stable dividend-paying banks like China Construction Bank and Agricultural Bank of China [3] - The investment strategy of foreign public funds reflects a dual approach of "growth + defense," indicating long-term confidence in China's economic transformation and the ability to price risks in a complex market environment [3] - Looking ahead, foreign public funds anticipate new investment opportunities in high-end manufacturing, new energy, and consumption sectors, driven by China's economic growth and structural optimization [4]