天天基金网·2025-10-25 06:27Core Viewpoints - The current bull market in A-shares is likely to continue, with market valuations remaining reasonable despite significant gains this year [3][7][10] Group 1: Fund Performance and Holdings - The performance of several funds, including融通产业趋势, 平安核心优势, and 万家趋势领先, has been notable, with year-to-date net value increases of 93.69%, 88.95%, and nearly 80% respectively [5][10][12] - Key holdings in融通产业趋势 include海博思创, 工业富联, and 中际旭创, with significant year-to-date price increases of 313.46%, 218.92%, and 301.99% respectively [5][6] - 平安核心优势 has focused on innovative pharmaceuticals, with major holdings like 康方生物 and 信达生物 showing year-to-date gains of 89% and 133.74% [8][10] Group 2: Investment Trends and Strategies - Investment managers are optimistic about sectors such as artificial intelligence, energy storage, and the internet, indicating a shift from pessimistic to reasonable valuations in the tech growth sector [4][7] - 万家趋势领先's strategy for the fourth quarter includes focusing on industrial non-ferrous metals and precious metals, anticipating price increases due to global economic shifts and supply chain restructuring [12][13] - The report highlights a trend towards innovative drugs entering the performance release cycle, with a significant portion of these companies expected to achieve profitability this year [10]