暴赚195%！三季报密集披露，绩优基金调仓曝光

Group 1: Fund Performance and Holdings - The performance of the "Champion Fund" Yongying Technology Smart Selection has been outstanding, with a year-to-date return of nearly 195% and a net asset value increase of 194.49% in the first three quarters [1][3][12] - The fund's scale surged from 1.166 billion to 11.521 billion, marking a nearly tenfold increase in a single quarter [5] - The top three holdings of Yongying Technology Smart Selection are Xinyi Technology, Zhongji Xuchuang, and Tianfu Communication, each with a market value exceeding 1 billion [2][3] Group 2: Investment Focus - Yongying Technology Smart Selection primarily focuses on the cloud computing sector, with significant investments in optical communication (CPO) and PCB [2][6] - The fund maintains a high stock position, exceeding 91%, indicating a strong commitment to its investment strategy [2] - The report highlights the potential for growth in the global AI computing investment landscape, driven by advancements in AI models and their commercial applications [6] Group 3: Longcheng Pharmaceutical Industry Selection - Longcheng Pharmaceutical Industry Selection has also shown impressive performance, with a year-to-date return of 102.02%, qualifying it as a "doubling fund" [12] - The fund's scale increased from 1.132 billion to 1.790 billion, reflecting a nearly 60% growth in the third quarter [12] - The fund's investment strategy focuses on clinical data, overseas licensing, and domestic sales, with an emphasis on non-tumor areas [12]