基金中报披露，这些行业被重点布局！

Core Insights - Public funds are increasingly focusing on high-growth technology sectors such as the internet and semiconductors, while traditional sectors like liquor and home appliances are experiencing reductions in holdings [1][2][3][6] Group 1: Investment Trends - Active funds have concentrated their investments in high-prosperity technology sectors, with significant holdings in companies like Tencent, which has a market value held by active funds of 64.031 billion yuan, and has seen an increase in shares held by 5.9345 million [4][6] - Traditional consumer stocks, particularly in the liquor sector, have been reduced in holdings, with companies like Kweichow Moutai and Wuliangye experiencing decreases in share quantities held by active funds [4][6][7] Group 2: Future Outlook - The technology sector is expected to remain a primary investment focus for the foreseeable future, while traditional consumer sectors may see a phase of recovery due to supportive policies and improving fundamentals [2][8] - There is potential for rotation among various sectors, with opportunities arising in high-growth areas such as AI and semiconductor industries, which are projected to continue attracting investment [7][9]