贝莱德卓越远航混合A/C成立于2024年5月21日，截至2025年9月2日，其今年来收益率为22.42%、 21.97%，成立来收益率为32.39%、32.22%，累计净值为1.3239元、1.3222元。 | 基金名称 | 贝莱德行业优选混合型证券投资基金 | | --- | --- | | 基金简称 | 贝莱德行业优选混合 | | 基金主代码 | 017400 | | 基金管理人 | 贝莱德基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管 | | | 理办法》、 《基金管理公司投资管理 | | | 人员管理指导意见》等有关法律法规 | | | 的规定 | | 基金经理变更类型 | 增聘基金经理 | | 新任基金经理姓名 | 单秀朋 | | 共同管理本基金的其他基金经理姓名 | 神玉飞 | | 基金名称 | 贝莱德先进制造一年持有混合型证券投 | | --- | --- | | | 资基金 | | 基金简称 | 贝莱德先进制造一年持有混合 | | 基金主代码 | 016117 | | 基金管理人 | 贝莱德基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理 | ...

Group 1 - Foreign public funds have increased their holdings in technology and pharmaceutical sectors, maintaining a balanced strategy of "offensive + defensive" by adding high-dividend assets [1][2] - In the technology sector, several foreign public funds have significantly raised their allocation, with notable increases in AI-related stocks such as NewEase and SMIC, which account for 8.49% and 5.83% of holdings respectively [2] - The pharmaceutical sector has seen a shift in focus towards innovative drugs, with Morgan Fund increasing its stake in 3SBio, reaching a total market value of 158 million yuan [2][3] Group 2 - Many foreign public funds have strengthened their defensive strategies by increasing holdings in stable dividend-paying banks like China Construction Bank and Agricultural Bank of China [3] - The investment strategy of foreign public funds reflects a dual approach of "growth + defense," indicating long-term confidence in China's economic transformation and the ability to price risks in a complex market environment [3] - Looking ahead, foreign public funds anticipate new investment opportunities in high-end manufacturing, new energy, and consumption sectors, driven by China's economic growth and structural optimization [4]