Core Insights - The article discusses the allocation and performance of public funds in the computer industry, highlighting the absolute and relative configuration ratios of various stocks held by funds [2][6][10]. Group 1: Absolute Allocation of Public Funds - The absolute allocation ratio of public funds in the computer industry shows significant percentages for top holdings, with the highest being 13.36% [3]. - The data indicates a diverse range of allocation percentages among the top stocks, with several stocks holding between 4% to 6% of the total allocation [3][4]. Group 2: Relative Allocation of Public Funds - The relative allocation ratio reveals the most held stocks by the number of funds, with Industrial Fulian and Kingsoft Office being the most prominent [6][10]. - The market value held by funds also highlights key stocks, with Industrial Fulian and Kingsoft Office leading in total market value held [10][11]. Group 3: Fund Holdings and Changes - The top twenty stocks by fund holdings include notable companies such as Industrial Fulian, Kingsoft Office, and Deepin Technology, indicating strong investor interest [9][10]. - The article also notes which stocks have seen the most significant increases in fund holdings, with Industrial Fulian and Fangzheng Technology among the top gainers [9][10].
【兴证计算机】2025Q3持仓分析:低配1.29%,环比上季度末提升0.45个百分点