大曝光！这些基金“擒牛”

Group 1 - The core viewpoint of the article indicates that the recent quarterly reports from various funds reveal a strong focus on sectors such as artificial intelligence, innovative pharmaceuticals, and non-ferrous metals, with many funds holding "doubling stocks" in their top ten positions [1][2][10] - The report highlights that the A-share market has seen significant gains this year, but historical patterns suggest that the current upward trend is likely not over, with overall market valuations remaining at reasonable levels [1][6] Group 2 - The top three holdings of the Rongtong Industrial Trend fund include Haibo Sichuang, Industrial Fulian, and Zhongji Xuchuang, with year-to-date stock price increases of 313.46%, 218.92%, and 301.99% respectively [2][4] - The fund's net asset value has increased by 93.69% in the first three quarters of the year, ranking it 9th among ordinary stock funds, with a stock position of 89.55% [5][6] Group 3 - The Ping An Core Advantage fund's top three holdings are Kangfang Bio, Xinda Bio, and Kelong Botai Bio-B, with year-to-date stock price increases of 89%, 133.74%, and 167.97% respectively [7][9] - The fund has achieved an 88.95% increase in net asset value this year, ranking in the top 2% among over 4,500 mixed equity funds, with a stock position of 90.3% [9] Group 4 - The top three holdings of the Wanji Trend Leading fund are Shandong Gold, Luoyang Molybdenum, and Zhongjin Gold, with significant stock price increases of 181.32%, 184.07%, and 160.32% respectively [10][11] - The fund's net asset value has increased by nearly 80% in the first three quarters, ranking in the top 5% among mixed equity funds, with a stock position of 75.80% [10][11] Group 5 - The fund managers express optimism about sectors such as artificial intelligence, energy storage, and the internet, indicating a belief in continued market growth [6][9] - The Wanji Trend Leading fund manager anticipates several trends for the fourth quarter, including rising prices for physical assets and a potential turning point for PPI, which could lead to a recovery in asset prices and a shift in market style [11]