基金隐形重仓股浮出水面！葛兰、周蔚文、傅鹏博......

Core Viewpoint - The article highlights the investment strategies of prominent fund managers as they reveal their hidden heavy holdings in various sectors, particularly focusing on innovative industries and technologies for 2025 [2][4][6][11]. Group 1: Fund Manager Strategies - Fund manager Ge Lan continues to focus on investment opportunities in the innovative pharmaceutical sector, with significant holdings in stocks like Pian Zai Huang and Renfu Pharmaceutical, which saw price increases of 37.10% and 26.01% respectively in the second half of 2024 [4][5]. - Zhou Weiwen has diversified his investments across multiple industries, including banking, insurance, and gaming, while expressing optimism about the artificial intelligence market in 2025 [2][6]. - Fu Pengbo maintains a high concentration of holdings, emphasizing increased attention to the technology sector and adjusting his portfolio to focus on emerging fields such as AI, AR/VR, and solid-state batteries [11][13]. Group 2: Performance of Hidden Heavy Holdings - Ge Lan's hidden heavy holdings in the healthcare sector, such as Xinyi Pharmaceutical, saw a remarkable increase of 2864.03% from mid-2024 to year-end [4]. - Zhou Weiwen's hidden heavy holdings, including China Pacific Insurance and Vanke, experienced notable price increases of 30.27% and 26.91% respectively in the latter half of 2024 [7]. - Fu Pengbo's hidden heavy holdings, like Quartz Co., saw a significant increase of 1236.93% in the second half of 2024, indicating strong performance in his concentrated portfolio [12]. Group 3: Market Outlook and Trends - The pharmaceutical industry is expected to continue facing volatility, with Ge Lan noting a lack of clear mainline logic for future growth despite supportive policies and improved market sentiment [4][5]. - Zhou Weiwen anticipates a recovery in industries currently at low points, such as chemicals and machinery, over the next two to three years, driven by favorable trends [8][9]. - Fu Pengbo believes that the technology sector will continue to evolve, presenting both challenges and opportunities for industry leaders and newcomers alike, with a focus on companies with solid fundamentals [13].