基金重仓股大显身手 二季度以来67股翻倍

Group 1 - As of August 22, 1254 stocks in A-share and Hong Kong markets reached new highs, with 234 stocks hitting historical peaks [1] - Among the 1254 stocks, 828 are among the top ten holdings of public funds as of the end of Q2, accounting for 66.03% [1] - In the current market rally, public funds have successfully identified popular stocks such as NewEase, Cambricon, and others [1] Group 2 - According to Wind statistics, the stock with the highest fund holdings among those reaching new highs is Dongfang Caifu, with over 2 billion shares held as of the end of Q2 [2] - Other notable stocks with significant fund holdings include Agricultural Bank and several others, with 47 stocks having fund holdings exceeding 100 million shares [2] - Cambricon, a leading AI chip company, has seen a cumulative increase of over 90% since Q2, with 397 funds holding the stock [2] Group 3 - A total of 110 stocks have doubled in price since Q2, with 67 of these being public fund heavyweights, representing over 60% [3] - NewEase, a leader in optical modules, has seen a cumulative increase of nearly 300% since Q2, with 630 funds holding the stock [3] - Other stocks with significant public fund holdings include Zhongji Xuchuang and Industrial Fulian, each with over 100 million shares held [3] Group 4 - Among the 67 public fund heavyweights that have doubled, Shutaishen has the highest increase, exceeding 600% since Q2, with 50 funds holding the stock [4] - The majority of funds holding Shutaishen are active equity funds, with several funds holding over 5 million shares [4] Group 5 - As of August 22, the Shanghai Composite Index has surpassed 3800 points, with trading volume exceeding 2 trillion yuan for eight consecutive trading days [5] - Analysts suggest that the current market rally is supported by ample liquidity, with attention on potential shifts in monetary policy and long-term capital inflows [5][6] - There is an expectation of increased liquidity in the market as retail funds may migrate towards equity assets due to declining attractiveness of fixed-income products [6]