调研逾4000次！公募基金寻找“关键先生” 科技成长仍是投资关键

Group 1 - The core viewpoint of the articles highlights the active performance of sectors such as computing power, innovative pharmaceuticals, robotics, semiconductors, and energy storage, with technology growth being a key focus for investment opportunities in a slowly improving economy [1][4]. Group 2 - Public funds conducted a total of 4,275 research visits to 605 A-share listed companies in September, with 154 public institutions participating [2]. - Among the public funds, Huaxia Fund was the most active with 107 research visits, followed by other funds like Fortune Fund and Bosera Fund [2]. - Stocks that were frequently researched by public funds showed significant price increases, with World leading at a 113.77% rise since September [2][3]. Group 3 - The top ten stocks researched by public funds in September included World, Demingli, and Jingzhida, with price increases ranging from 49.17% to 113.77% [3][6]. - The sectors receiving the most attention from public funds included machinery and electronics, with over 700 research visits each, while power equipment, pharmaceuticals, and computing also attracted interest [5]. Group 4 - The current investment environment is characterized by a rapid shift in short-term hotspots, primarily concentrated in technology growth sectors, such as computing power and robotics [5][7]. - The outlook for technology, particularly AI and semiconductors, remains strong for mid to long-term investments, with potential new growth areas in power equipment and solid-state batteries [7].