3倍股、6倍股......这些公募重仓股，新高！

Core Viewpoint - As of August 22, 1254 stocks in the A-share and Hong Kong markets have reached new highs, indicating a strong market performance driven by public funds and liquidity conditions [1][11]. Group 1: Stock Performance and Fund Holdings - Among the 1254 stocks, 828 are among the top ten holdings of public funds as of the end of Q2, accounting for 66.03% [2]. - In the current market rally, 67 out of 110 stocks that have doubled in price are also heavily held by public funds, representing over 60% [5]. - Notable stocks reaching new highs include Dongfang ZhiHua and Agricultural Bank, with holdings exceeding 2 billion and 1 billion shares respectively by public funds [3][4]. Group 2: Notable High-Growth Stocks - New Yi Sheng, a leader in optical modules, has seen a price increase of nearly 300% since Q2, with 630 public funds holding a total of 246 million shares [5]. - Shuotai Shen has the highest growth among public fund heavyweights, with a 632.36% increase and 32.98 million shares held by 50 funds [6][8]. - Other significant performers include Han Wu Ji, Zhong Ji Xu Chuang, and Industrial Fulian, all of which have seen substantial increases and have over 100 million shares held by public funds [7][8]. Group 3: Market Liquidity and Future Outlook - The A-share market has seen a continuous increase in trading volume, surpassing 2 trillion yuan for eight consecutive trading days, indicating strong liquidity support for the market [11]. - Analysts predict that the combination of domestic and international liquidity easing will continue to benefit the A-share market, potentially leading to a sustained profit effect [11][12]. - The current market is characterized by high trading activity and a healthy structure, with significant room for increased allocation of funds, particularly as deposit migration trends emerge [11][12].