三季报之后，百亿基金看好什么？

Group 1 - The core viewpoint of the articles highlights the strong performance of large-scale fund managers, particularly in the technology sector, with significant returns achieved in 2023 [1][4] - Fund managers such as Fu Pengbo and Zhu Lin have seen their fund, Ruiyuan Growth Value A, achieve a return of 50%, with net value increasing from 1 to 2 [1] - The investment strategy focused heavily on technology stocks, including computing power, chips, and robotics, which allowed these managers to align with market trends effectively [1][4] Group 2 - The market dynamics have shifted since October, moving away from a broad tech rally to a situation where a few stocks are driving the market, particularly in the CPO and chip sectors [2] - Fund managers continue to favor large technology sectors, including semiconductors, consumer electronics, medical services, and photovoltaic materials, despite some market divergence due to significant price increases in AI stocks [4] - The current market environment suggests that while technology remains a focus, volatility is expected in the fourth quarter, requiring fund managers to demonstrate their ability to manage actively and maintain their positions in technology stocks [4][5]