知名基金经理调仓路径浮现

Group 1 - Notable fund managers such as Zhu Shaoxing, Ge Lan, and Xie Zhiyu have made significant adjustments to their portfolios as revealed by the recent half-year reports of listed companies [1][2] - Zhu Shaoxing's fund, the Fu Guo Tian Hui Selected Growth, has become a new top ten circulating shareholder of Guangdong Hongda, holding 15 million shares as of the end of Q2 [1] - Ge Lan's fund, the Zhong Ou Medical Health, increased its holdings in several companies including Huadong Medicine and Xinlitai during Q2 [2] Group 2 - The Fu Guo Tian Hui Selected Growth also reduced its holdings in Guocera Materials from 31 million shares at the end of Q4 last year to 22 million shares at the end of Q2 [2] - Xie Zhiyu's fund, the Xing Quan He Run LOF, became a new top ten circulating shareholder of Jixiang Airlines, holding 18.79 million shares as of the end of Q2 [3] - The market is expected to maintain a trend of steady upward movement, with a focus on quality technology assets [4] Group 3 - The market style is anticipated to shift from small-cap themes to large-cap growth in the second half of the year, with a focus on sectors such as AI, non-bank financials, and independent industries with cyclical growth [4][5] - The semiconductor sector is highlighted as a key growth area driven by AI, with opportunities in analog chips and related fields [5] - The innovative pharmaceutical sector remains a significant focus for fund managers, with expectations of substantial market value growth driven by efficient R&D and clinical practices [5]