“固收+”积极进取不再“佛系”

Group 1 - The latest public fund holdings report indicates that many "fixed income +" products increased their equity positions in the second quarter, with sectors like computing power, semiconductors, and biomedicine becoming popular among fund managers [1][2] - Market expectations suggest a further strengthening, with opportunities for rotation across various sectors, as core A-share assets have become more attractive after prolonged adjustments [1][3] - The increase in equity positions is evident, with specific funds like Yongying Stable Growth One Year Fund raising their equity allocation from 13.59% to 16.53% [1][2] Group 2 - Many "fixed income +" funds have diversified their equity asset selection, moving from traditional sectors to more dynamic ones like computing power and semiconductors [2][3] - The investment strategies of "fixed income +" funds have become more varied, with a shift towards themes such as artificial intelligence, semiconductors, and real estate [3] - Fund managers express confidence in the performance of risk assets in the second half of the year, anticipating a recovery in asset prices due to reduced market uncertainties [3]