Hidden Heavyweight Stocks Emerge as Fund Managers Focus on AI Core Holdings
The 2025 annual reports of public funds have been fully disclosed, revealing the hidden heavyweight stocks, portfolio adjustments, and subsequent views of fund managers. From the annual reports, it is evident that in the second half of 2025, numerous fund managers focused their strategies along the main theme of AI. Looking ahead, fund managers generally believe that AI will continue to be a key investment theme with richer future opportunities. However, against the backdrop of significant prior gains, increased research efforts will be necessary going forward. (Shanghai Securities News)
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