Group 1 - The article highlights the recent portfolio adjustments of well-known fund managers such as Ge Lan, Xie Zhiyu, and Fu Pengbo as companies disclose their semi-annual reports [1] - Ge Lan's "China Europe Medical Health Mixed Fund" has increased its holdings in several pharmaceutical companies, including New Nuo Wei and Xin Li Tai, with the number of shares in New Nuo Wei rising from 6.2661 million to 20.1839 million [2] - Xie Zhiyu's "Xing Quan He Run Mixed Fund" has become a major shareholder in companies like Ju Hua Co. and Jing Chen Co., with Ju Hua Co. now being the fund's largest holding [2] Group 2 - Fu Pengbo's "Rui Yuan Growth Value Mixed Fund" has increased its stake in Ji Xing Technology while slightly reducing its holdings in Sheng Hong Technology, San Nuo Biology, and Mai Wei Co. [3] - The technology sector remains a focal point for various fund managers, with AI being identified as a core driver of growth in the tech industry [4] - The impact of AI is expected to be profound across various industries, enhancing operational efficiency in traditional sectors and accelerating development in emerging fields like humanoid robots and autonomous driving [4]
多位知名基金经理二季度调仓情况揭晓
Zheng Quan Ri Bao·2025-08-28 16:06