Core Viewpoint - The A-share market has seen a significant upward trend, leading investment advisory firms to increase equity positions and focus on growth-oriented funds while reducing fixed-income allocations [1][2]. Group 1: Portfolio Adjustments - Investment advisory firms are enhancing the growth aspect of their portfolios by increasing allocations to growth-style funds, such as Jin Ying Technology Innovation Stock C and Fu Guo Emerging Industry Stock C [2]. - Equity investment positions have been generally increased across various advisory portfolios, with examples like E Fund's stock fund allocation rising from 52% to 55.3% since July [3]. - Some firms, like Xingzheng Global, have adjusted their holdings to favor growth styles over value funds, optimizing their Hong Kong stock allocations in response to market changes [3]. Group 2: Popular Fund Types - Technology and healthcare theme funds have become popular choices for increasing portfolio elasticity, with firms adding funds like the China Securities Robotics Index A and the China Securities Semiconductor Industry ETF [4]. - Funds focused on innovative pharmaceuticals are also favored, with examples including Fu Guo Precision Medicine Mixed C being added to portfolios [4]. - Not all firms are uniformly bullish on innovative pharmaceuticals; for instance, some have reduced exposure to this sector, indicating a selective approach to fund allocations [4]. Group 3: Quantitative Products and Market Sentiment - Many advisory products are incorporating strong growth-style quantitative products to enhance portfolio flexibility, such as the addition of Bo Dao Growth Smart Navigation Stock C [5]. - There is a trend of reducing positions in previously high-performing sectors like gold stocks, reflecting a shift in investment strategy [5]. - Current market sentiment indicates a cautious approach towards risk assets, with some firms highlighting the potential impact of external factors like U.S. Federal Reserve policies on market dynamics [7].

Core Viewpoint - The A-share market is experiencing a bullish trend, prompting investment advisors to increase equity positions and focus on growth-oriented funds while reducing fixed income allocations [1][2]. Group 1: Portfolio Adjustments - Investment advisors are enhancing the growth aspect of their portfolios by increasing allocations to growth-style funds, such as Jin Ying Technology Innovation Stock C and Fu Guo Emerging Industry Stock C [1]. - The equity investment ratio has been raised across various portfolios, with E Fund Stock-Bond Balance increasing its stock fund holding to 55.3% as of August 14 [2]. - Many advisors are adjusting their portfolios to reflect a positive outlook on growth styles, with a notable shift from value funds to growth funds [2]. Group 2: Sector Preferences - Technology and healthcare theme funds are gaining popularity among investment advisors, with significant additions to tech-focused index funds like the China Securities Robotics Index A [2][3]. - Funds heavily invested in innovative pharmaceuticals are also favored, such as Fu Guo Precision Medicine Mixed C, which has seen increased allocations [3]. - Some advisors are reducing exposure to certain sectors, like innovative pharmaceuticals, while reallocating to sectors like robotics and semiconductors [3]. Group 3: Market Outlook - Investment managers are cautious about the current market dynamics, noting that the anticipated Federal Reserve rate cuts may not yield the same market reactions as in previous years [4]. - There is a focus on sectors benefiting from "anti-involution" policies and a recommendation to consider large-cap indices and dividend-paying stocks [5]. - The market is advised to be wary of over-concentration in small-cap stocks and convertible bonds, which may face risk release pressures [5].

金融界2025年8月3日消息，富国精准医疗混合C(018209) 最新净值3.5843元，该基金近一周收益率 4.27%，近3个月收益率27.23%，今年来收益率62.42%。 来源：金融界 富国精准医疗混合C基金成立于2023年4月27日，基金经理赵伟，截至2025年6月30日，富国精准医疗混 合C规模9.49亿元。 该基金股票持仓前十分别为：惠泰医疗、海思科、百利天恒、科伦药业、泽璟制药-U、诺诚健华-U、 信立泰、澳华内镜、百济神州-U、悦康药业。前十持仓占比合计70.14%。 ...

来源：金融界 公开信息显示，现任基金经理赵伟先生:中国,硕士研究生。历任葛兰素史克(上海)医药研发有限公司药 物化学部助理研究员、广发证券股份有限公司投资自营部医药研究员、招商基金管理有限公司研究部医 药组组长及招商基金管理有限公司国际业务部基金经理助理。现任农银汇理基金管理有限公司基金经 理。2019年11月8日至2021年3月5日担任农银汇理中小盘混合型证券投资基金基金经理。2020年1月13日 至2021年3月5日担任农银汇理行业成长混合型证券投资基金基金经理。2020年1月21日至2021年3月5日 任职农银汇理创新医疗混合型证券投资基金基金经理。2017年6月20日至2021年3月5日担任农银汇理医 疗保健主题股票型证券投资基金基金经理。曾任农银汇理中国优势灵活配置混合型证券投资基金基金经 理。2021年03月加入富国基金管理有限公司,2021年7月6日起担任富国精准医疗灵活配置混合型证券投 资基金基金经理。2024年04月23日起担任富国科创板两年定期开放混合型证券投资基金基金经理。 截止2025年3月31日，富国精准医疗混合C前十持仓占比合计69.71%，分别为：百利天恒（9.66%）、海 思科 ...