公募中报密集披露 隐形重仓股揭晓

Group 1 - The public fund semi-annual reports are being disclosed, revealing not only the top ten heavy stocks but also the hidden heavy stocks ranked 11 to 20, along with the latest investment strategies of fund managers focusing on high-growth stocks and low-valuation value investment strategies [1][4] - Several public funds, including Yongying Fund and Ping An Fund, have reported significant year-to-date returns, with the Yongying Technology Selected Mixed Fund achieving a return of 146.23% as of August 27, 2023, and investing in sectors such as automotive, communication, electronics, and power equipment [2][3] - The Ruiyuan Growth Value Mixed Fund, managed by renowned fund manager Fu Pengbo, reported a year-to-date return of 40.11% as of August 27, 2023, with a focus on electronic, internet technology, precision manufacturing, and pharmaceutical sectors [3][4] Group 2 - Fund managers emphasize the importance of focusing on high-growth stocks while also seeking undervalued quality stocks with significant growth potential, indicating a dual strategy of growth and value investment [4][5] - Specific investment strategies include identifying companies with strong competitive advantages in sectors like internet, advanced manufacturing, and consumer retail, as well as value stocks in real estate and basic metals that may benefit from supply-side improvements [5][6] - Long-term optimism for A-shares and Hong Kong stocks is expressed, highlighting the potential for sustained returns from high-quality domestic companies, especially after a prolonged market correction [6]