冠军收益超200%！34位主动权益基金经理三季度规模升至百亿！

Core Insights - The report highlights the performance and management scale of various fund managers in the third quarter of 2025, with a focus on those managing over 10 billion yuan [11][12][19]. Group 1: Fund Manager Performance - Zhang Kun from E Fund leads with a management scale of 565.44 billion yuan, showing a 2.72% increase from the previous quarter [2]. - Xie Zhiyu from Xingzheng Global has a significant increase of 15.51%, bringing his management scale to 453.57 billion yuan [2]. - 34 fund managers entered the "billion club" in the third quarter, with notable increases in their management scales [12][19]. Group 2: Management Scale Changes - 93 fund managers, accounting for 85.32%, experienced growth in their management scales due to a strong market performance in the third quarter [11]. - Among the fund managers, 31 manage over 200 billion yuan, while only three exceed 400 billion yuan [11]. - The report indicates that 11 fund managers saw their scales double in the third quarter, with notable performances from Ren Jie and Lu Yang [18]. Group 3: Investment Focus - The report emphasizes that many fund managers are heavily invested in AI computing stocks, with top holdings including Xin Yiseng and Zhongji Xuchuang, which saw significant price increases [18][19]. - The AI infrastructure sector is highlighted as a long-term growth area, with fund managers adjusting their portfolios to include more AI-related investments [25].