“顶流”调仓！葛兰、谢治宇、朱少醒加仓这些股票

Core Viewpoint - The recent adjustments by well-known fund managers in the A-share market indicate a trend of fundamental improvement and value reassessment, particularly in quality technology assets, expected to continue into the third quarter of 2025 [1] Fund Manager Adjustments - Zhu Shaoxing's fund, Fuqun Tianhui Selected Growth, has increased its holdings in companies like Guangdong Hongda, where it became a new top ten shareholder with 15 million shares as of the end of Q2 [2] - The same fund also increased its stake in Jifeng Shares by 2 million shares, totaling 30 million shares by the end of Q2 compared to 28 million shares at the end of Q1 [2] - Conversely, the fund reduced its holdings in Guocera Materials from 31 million shares at the end of Q4 to 22 million shares by the end of Q2, and it also cut its stake in Kunming Pharmaceutical by 10 million shares [2][3] Other Fund Manager Activities - Fund manager Ge Lan's fund, China Europe Medical Health, increased its holdings in several companies, including a significant rise in New Nuo Wei from 6.26 million shares to 20.18 million shares in Q2 [3] - Xie Zhiyu's fund, Xingquan He Run LOF, became a new top ten shareholder in Jixiang Airlines with 18.79 million shares by the end of Q2, while also reducing stakes in Yidian Tianxia and Aobi Zhongguang [3] Market Outlook - Analysts suggest focusing on quality technology assets, particularly in sectors like TMT, machinery, pharmaceuticals, and chemicals, as well as new consumption, especially in service consumption [4] - The semiconductor sector is highlighted as a key growth area driven by AI investments, with opportunities in the recovery of analog chip markets [4]