美股科技巨头拥抱AI医疗 QDII基金回补概念股

Group 1 - QDII funds are gradually increasing their positions in US stocks, particularly in AI healthcare, following significant investments by major US tech companies [1][2] - Notable fund managers, such as Li Yaozhu from Guangfa Global Select Fund, have raised their US stock holdings to 75% while reducing Hong Kong stock holdings to approximately 3.72% [1] - Multiple fund managers from E Fund have also increased their US stock positions, with the E Fund Global Growth Select Fund's US stock allocation rising to 52% [1][2] Group 2 - The core reason for the increase in US stock holdings by QDII fund managers is the high elasticity exhibited by the US stock market, with top-performing funds showing significant returns [2] - For instance, E Fund Global Growth Select Fund achieved a return of 39% over the past three months, while other funds like Huaxia New Era Fund and Harvest Global Industry Fund also reported strong performance [2] - Recent developments in the AI healthcare sector, including major collaborations and investments by companies like Microsoft and Nvidia, have significantly contributed to the performance of these funds [2] Group 3 - The Changjin He Xin Global Pharmaceutical and Biotechnology Fund has made Grail, a company specializing in blood-based cancer screening technology, its fourth-largest holding [3] - Grail has received investments from major companies like Amazon and Tencent, and its stock price surged by 55% in October following additional investment from Samsung [3]