大涨194%，前三季“冠军基”出炉！重仓股曝光

Group 1: Core Insights - The technology sector has shown remarkable performance, with funds like Yongying Technology Smart Selection achieving a 194% increase in the first three quarters, leading to a significant growth in fund size from 1.166 billion yuan to 11.521 billion yuan [1][3] - Innovative pharmaceuticals have also performed well, with funds like Great Wall Pharmaceutical Industry Selection seeing a rise of approximately 102% in the same period, and fund managers remain optimistic despite recent pullbacks [2][5] Group 2: Fund Performance and Holdings - Yongying Technology Smart Selection's top holdings include optical module stocks such as Yizhongtian, which contributed significantly to the fund's net value, achieving a quarterly increase of 99.74% [3] - The fund's scale surged from 1.166 billion yuan to 11.521 billion yuan, with a single-quarter profit of 4.715 billion yuan [3] - Great Wall Pharmaceutical Industry Selection's top holdings include companies like Innovent Biologics and Sihuan Pharmaceutical, with the fund's size increasing from 1.132 billion yuan to 1.790 billion yuan [5][6] Group 3: Market Outlook - Fund managers express optimism for the technology and pharmaceutical sectors, suggesting potential for further growth, although careful stock selection is advised [7] - The global cloud computing industry is highlighted as a key area for investment, with expectations for AI model value to continue rising [4][8] - The pharmaceutical sector is entering a phase where individual stock performance may become more pronounced, with a focus on clinical data and market expansion [6][7]