券商资管公募二季报出炉！上半年最高涨近45%，姜诚、江琦最新发声

Core Viewpoint - The article highlights the strong performance of public equity funds managed by various asset management firms in the first half of the year, particularly in sectors like AI, robotics, and innovative pharmaceuticals, with several fund managers achieving record net asset values [2][4]. Group 1: Fund Performance - In the first half of the year, the A-share market was active, with significant performances in sectors such as AI, robotics, and innovative pharmaceuticals [2]. - The net asset value of the "Oriental Red Medical Upgrade Stock Initiation A" fund managed by Jiang Qi increased by 44.55%, reaching a new high since its inception [2][4]. - Jiang Qi's fund maintained a high stock position of 90.37% as of June 30, with top holdings including Bai Li Tianheng and Kanghong Pharmaceutical [4]. Group 2: Manager Insights - Jiang Qi believes that the innovative pharmaceutical sector is entering a harvest phase, with expectations for a prolonged period of growth [5]. - Jiang Qi emphasizes the importance of technological advancements and clinical resources in accelerating the development of innovative pharmaceutical companies [5][6]. - Zhou Yun from Oriental Red Asset Management notes that the low interest rate environment and the "anti-involution" trend support a long-term bullish outlook for Chinese assets [7]. Group 3: Market Outlook - Jiang Cheng from Zhongtai Asset Management expresses a cautious optimism regarding macroeconomic conditions while advising caution at the micro level [8]. - Tian Yu from Zhongtai Asset Management remains optimistic about high-end liquor, citing business demand as a key driver despite recent market concerns [9].