大曝光！这些基金“擒牛”

Core Viewpoints - The recent quarterly reports from various funds reveal a strong focus on sectors such as artificial intelligence, innovative pharmaceuticals, and non-ferrous metals, which have been popular this year [2][4][7][11]. Fund Holdings and Performance - The Rongtong Industrial Trend Fund reported significant gains, with top holdings including Haibo Sichuang, Industrial Fulian, and Zhongji Xuchuang, which saw year-to-date price increases of 313.46%, 218.92%, and 301.99% respectively [4][5]. - The fund's net asset value increased by 93.69% in the first three quarters, ranking it 9th among ordinary stock funds, with a stock allocation of 89.55% [5][6]. - The Ping An Core Advantage Fund highlighted its focus on innovative pharmaceuticals, with top holdings such as Kangfang Bio, which increased by 89%, and Xinda Bio, which rose by 133.74% [7][9]. - The fund achieved an 88.95% increase in net asset value, placing it in the top 2% of over 4,500 mixed equity funds [9]. Sector Insights - The Rongtong Industrial Trend Fund manager expressed optimism about the ongoing upward trend in the A-share market, indicating that the overall market valuation remains reasonable [6]. - The Ping An Core Advantage Fund manager noted that a significant number of innovative drug companies are expected to become profitable, with a surge in out-licensing activities anticipated to drive growth [9]. - The Wanji Trend Leading Fund reported substantial increases in holdings of gold and non-ferrous metals, with Shandong Gold's stock increasing by 650.77% [11][12]. Future Outlook - The Wanji Trend Leading Fund manager anticipates several trends for the fourth quarter, including rising prices for physical assets due to increased instability in the dollar system and a restructuring of global manufacturing supply chains [12].