“基金专业买手”公募FOF加仓稀土、创新药

Core Insights - Publicly offered funds (FOFs) have shown a clear adjustment strategy in their semi-annual reports, indicating a continued recognition of the attractiveness of equity assets and structural market characteristics in the first half of the year [1] - High-performing FOF products remain optimistic about sectors such as rare earths, innovative pharmaceuticals, technology, and gold, maintaining significant holdings in these areas [1] - Some fund managers are implementing rebalancing strategies for sectors that have seen excessive short-term gains, while others are beginning to position themselves on the left side of the consumption sector to strategically "capture" industry turning points [1]