绩优基金经理对AI算力信心不减

Core Viewpoint - Fund managers remain confident in AI computing power despite some adjustments in their portfolios, with a focus on the PCB sector and continued investment in leading companies in the optical communication space [1][2][3] Group 1: Fund Manager Actions - Notable fund manager Jin Zicai increased holdings in PCB-related companies such as ShenNan Circuit, Shengyi Technology, and Huadian Co., while reducing positions in optical module leaders like NewEase and TaiChen [1][2] - Fund manager Zheng Xi also aligned with this strategy, increasing investments in PCB companies and reducing exposure to optical communication stocks [2] - Fund manager Lei Tao diversified his portfolio by increasing allocations in both optical communication and PCB sectors, with significant gains reported [2] Group 2: Market Outlook - Jin Zicai expressed optimism about the overseas computing power sector, suggesting that the market has underestimated the growth potential and sustainability of earnings in this area [3] - Zheng Xi highlighted the increasing allocation to AI computing and semiconductor storage industries, indicating a strong fundamental outlook for AI applications and a favorable valuation environment for related sectors [3] - The overall sentiment among top-performing fund managers indicates a belief in the ongoing demand growth for computing power, particularly in the context of the current industrial revolution [3]