从持仓来看，重仓方向依然是CPO（共封装光学）板块，个股上的主要调整是胜宏科技、工业富联、源 杰科技退出前十大（指重仓股，下同）。 《每日经济新闻》记者注意到，除了这只基金外，永赢旗下多只三季度新成立的产品，也出现了规模大 幅增长的情况。另外，在智选系列产品的三季报中，均出现了统一的风险控制提醒。 多只新基金规模大增 10月22日，永赢科技智选披露了2025年三季报，这只基金截至今年9月底，前三季度累计收益超过 190%，亮眼的业绩吸引了诸多投资者的关注。 从三季度申赎情况来看，三季度A类和C类份额累计获得超100亿份的申购，其中C类份额单季度申购超 过92亿份。虽然同时也有超70亿份的赎回，但C类份额在三季度依然获得大幅增长，从期初的6.2亿份大 增至期末的27.8亿份。 10月22日，更多基金三季报出炉，其中也包括了目前排在业绩榜第一位的永赢科技智选，记者注意到， 该基金在三季度累计申购量超过了100亿份，虽然同时也有超70亿份的赎回，但整体规模依然获得大幅 增长。 每经记者：黄小聪每经编辑：叶峰 值得注意的是，尽管这些产品的基金经理不太一样，但在这些产品的三季报中，都出现了相同的风险提 醒，显然是公司的 ...

Core Viewpoint - The A-share market showed a rebound in the first trading week of June, with over 125 stocks receiving "buy" ratings from brokerages, indicating a positive outlook for various sectors, particularly electronics, automotive, and power equipment [1][2]. Group 1: Market Performance - The A-share indices experienced a fluctuating upward trend from June 3 to June 6, with brokerages actively researching investment opportunities [1]. - By June 6, 125 stocks had received "buy" ratings, with notable interest in the electronics, automotive, and power equipment sectors [2]. Group 2: Sector Highlights - The electronics sector had the highest number of recommended stocks, totaling 23, including companies like Hengxuan Technology and BOE Technology Group [3]. - The automotive sector, particularly Great Wall Motors, received significant attention, with four brokerages issuing "buy" ratings due to a recovery in sales driven by new product launches [1][2]. - Power equipment companies are gaining traction as high temperatures increase market focus on electricity operators, with expectations of improved profitability [4]. Group 3: Investment Opportunities - The storage chip industry is viewed positively, with expectations of a recovery driven by rising demand for advanced computing chips and normalization of inventory levels [4]. - The automotive industry is expected to benefit from advancements in L4 autonomous driving technology, with recommendations to focus on fleet operators, leading component suppliers, and leading manufacturers in smart driving [5].