Core Viewpoint - Recent disclosures of semi-annual reports from listed companies reveal significant portfolio adjustments by well-known fund managers, indicating a potential shift in investment strategies and market sentiment [1] Group 1: Fund Manager Activities - Zhu Shaoxing's management of the Fortune Tianhui Selected Growth Fund has made Guangdong Hongda a new top ten circulating shareholder by the end of Q2 [1] - Ge Lan's management of the China Europe Medical Health Fund increased holdings in several stocks, including East China Pharmaceutical, Xinlitai, Nuo Cheng Jianhua, and New Nuo Wei during Q2 [1] - Xie Zhiyu's management of the Xingquan Helun LOF has made Jixiang Airlines a new top ten circulating shareholder by the end of Q2 [1] Group 2: Market Outlook - Industry insiders suggest that the A-share market is expected to see improvements in fundamentals and a clear trend of value reassessment by 2025, with a favorable environment for quality technology companies to thrive [1]