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][4] - Market expectations suggest a further strengthening, with opportunities for rotation across various sectors. After a prolonged adjustment, the value of core A-share assets has become more attractive, and many leading companies' valuations have dropped to lower ranges [1][6] - The increase in equity positions among "fixed income +" funds is notable, with specific funds showing significant rises in their equity ratios compared to the previous quarter [2][3] Group 2 - The investment strategies of "fixed income +" funds have become more diverse, moving beyond traditional large-cap indices to include themes like artificial intelligence, semiconductors, and renewable energy [4][5] - Specific funds, such as Yongying's fund, have shifted their focus from cyclical industries to more elastic sectors, indicating a strategic pivot in asset allocation [4][5] - Fund managers express confidence in the Chinese capital market, highlighting the resilience of the domestic supply chain and the potential for risk assets to perform well in the second half of the year [6][7]