Group 1 - The core viewpoint of the article highlights that several high-performing public funds have increased their equity asset positions in Q2, focusing on structural opportunities in the technology and pharmaceutical sectors [1][2]. - As of July 16, multiple top-performing funds have reported significant increases in their equity allocations, with the Longcheng Pharmaceutical Industry Selected Mixed Fund achieving a net value growth rate of 75.18% in the first half of the year, alongside a 9.3-fold increase in asset scale [2][3]. - The stock investment ratio of the Longcheng Pharmaceutical Fund rose from 72.48% at the end of Q1 to 75.89% at the end of Q2, indicating a strategic shift towards higher equity exposure [2]. Group 2 - Fund managers have concentrated their adjustments towards the technology and pharmaceutical sectors, with notable shifts in holdings among top stocks, such as the transition of Yongying Technology's focus from "cloud computing and data centers" to the "global cloud computing industry" [3][4]. - Analysts suggest that in a structural market, actively managed equity funds can leverage stock selection advantages to achieve excess returns, particularly in high-growth sectors like artificial intelligence and robotics [4]. - Looking ahead, fund managers maintain an optimistic outlook for Q3, with expectations for innovation in pharmaceuticals and advancements in cloud computing, indicating a proactive investment strategy [4][5].