踏空科技后，这些知名基金经理反思出什么布局计划？

Group 1 - The article highlights the introspective reflections of fund managers in their quarterly reports, showcasing a blend of professional analysis, humor, and future predictions in response to market pressures [1][2][5] - Fund managers are candidly addressing their performance amidst a booming technology sector, with some acknowledging their strategies have not kept pace with market trends, leading to a sense of "missing out" [2][3][4] - The performance of funds has varied significantly, with 53 funds reporting over 100% net value growth year-to-date, particularly those heavily invested in technology [1] Group 2 - Fund managers like Jiao Wei from Yinhua Fund emphasize the importance of evaluating the long-term effectiveness of trading strategies during market fluctuations, suggesting that historical lessons are crucial for future success [2][7] - The article notes that some fund managers, despite underperforming, express a positive outlook on the overall market, indicating a willingness to learn from peers who have benefited from technology investments [3][5] - Concerns are raised about the extreme focus on technology stocks, with warnings of potential bubbles and the need for rational participation in the market [8][9] Group 3 - The article discusses the challenges faced by fund managers in maintaining a balance between risk management and seizing opportunities in a rapidly changing market environment [6][9] - There is a consensus among fund managers that the current market dynamics require a shift from short-term trading to a more sustainable long-term investment approach, emphasizing the importance of fundamental analysis [6][7] - The concept of "anti-involution" is highlighted as essential for the long-term growth of technology stocks, suggesting that a focus on value rather than price competition is necessary for sustainable development [9][10]