主动权益基金2025年二季报全解析：重点关注科技医药双主线和中小盘高成长主题基金

• The report highlights that active equity funds have shown a preference for small and mid-cap growth stocks, with a significant increase in the allocation to the CSI 500 index, reaching the highest level since 2018[5][22][23] - The allocation to technology and manufacturing sectors remains strong, with technology and healthcare emerging as the most promising sectors[5][33][34] - The report indicates that the allocation to the healthcare sector has significantly increased, with healthcare funds attracting substantial inflows despite the overall contraction of active equity funds[5][46][47] - The report also notes that the allocation to Hong Kong stocks has surged, with the healthcare sector replacing internet giants as the new growth driver[5][43][44] - The report provides detailed data on the allocation of active equity funds across different sectors and individual stocks, showing a preference for high-growth and high-certainty small-cap stocks[5][26][27][38][39] - The report suggests that investors should follow the trend of increasing allocations to flexible allocation funds and small and mid-cap growth funds[5][20][21][24]