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锚定权益类资产 “基金买手”优化持仓结构
Shang Hai Zheng Quan Bao· 2025-08-06 18:33
Group 1 - The core viewpoint of the articles highlights that many fund advisory portfolios have adjusted their positions, favoring equity assets, particularly in technology and growth sectors, despite recent market fluctuations [1][2][3] - Fund advisory products have shown significant returns, with an average yield of 5.12% in July, outperforming the CSI 300 index by 3.54% [1] - A total of 141 fund advisory portfolios made adjustments in July, with a trend of reducing exposure to debt funds while increasing equity fund allocations [1][2] Group 2 - Many fund advisors remain optimistic despite recent market volatility, maintaining or increasing their investment amounts in response to market conditions [2] - There is a noticeable shift from passive to active funds, with more portfolios replacing passive funds with actively managed ones due to improved performance [2] - Specific sectors favored by fund advisors include pharmaceuticals, cyclical industries, and technology, while reducing exposure to consumer sectors [2][3] Group 3 - Some equity fund advisory portfolios have enhanced their "sharpness" by adjusting their holdings to increase aggressive positions [3] - Certain portfolios have opted to take profits and optimize their structures, indicating a proactive approach to market conditions [3] - The overall sentiment remains optimistic regarding the A-share market, with a focus on seizing short-term adjustment opportunities for further accumulation [3]