Group 1 - The core viewpoint of the article highlights the increasing popularity of fund managers sharing their real-time trading records, particularly focusing on Guo Xiangbo from Tianhong Fund, who has a medical industry background and has been proactive in sharing his investment strategies on the Alipay platform [1][2] - Guo Xiangbo's real-time trading records show significant returns, with his holdings in Tianhong Medical Innovation Mixed Fund A and C classes yielding returns of 23.29% and 34.54% respectively, as of August 11, 2025 [2][4] - The article emphasizes the importance of combining macro policies with industry fundamentals in investment analysis, as demonstrated by Guo Xiangbo's insights into the pharmaceutical sector and its future potential [2][4] Group 2 - Investors have responded positively to this new model of engagement, appreciating the concise and efficient communication from fund managers, which helps them navigate challenging market conditions [3] - Guo Xiangbo maintains a long-term investment perspective in the innovative drug sector, emphasizing the need for a contrarian approach during market downturns, which he believes can lead to significant opportunities [4] - The article discusses various fund managers at Tianhong Fund, each adopting different strategies, such as asset rotation and global diversification, all reflecting a long-term investment philosophy aimed at stable returns rather than short-term gains [5][6]

Core Insights - The recent trend of fund managers sharing real-time trading results has gained significant attention, particularly with Tianhong Fund's pharmaceutical theme manager Guo Xiangbo leading the way [1][2] - Guo's real-time trading updates have shown impressive returns, with his holdings in Tianhong Pharmaceutical Innovation Mixed Fund A and C classes yielding returns of 23.29% and 34.54% respectively as of August 11, 2025 [2][5] - Guo's approach combines macro policy analysis with industry fundamentals, helping investors build a systematic understanding of the pharmaceutical sector [3][4] Investment Strategy - Guo's investment philosophy is rooted in a deep understanding of the cyclical nature of the pharmaceutical industry, which has faced unprecedented challenges from 2023 to mid-2024 [5] - Despite market volatility, Guo maintained a calm demeanor, emphasizing the need for contrarian thinking in times of pessimism, which often presents the greatest opportunities [5] - As of August 11, 2025, Tianhong Pharmaceutical Innovation A Fund achieved a remarkable increase of 40.91% year-to-date, marking a significant turnaround for the sector [5] Educational Content - Guo's real-time updates are not merely promotional but include valuable educational content, such as policy interpretations and analyses of innovative drug companies' R&D pipelines [3][4] - Investors have responded positively to this new model of engagement, finding Guo's updates reassuring during challenging market conditions [4] Broader Industry Trends - The phenomenon of fund managers sharing real-time trading results is not unique to Guo, as other managers like Jiang Xiaoli and Sha Chuan are also exploring similar strategies in different asset classes [6][7] - The industry is expected to see more fund managers adopting this practice, enhancing transparency and fostering trust between managers and investors [8]