Public fundraising research focuses on both technology and consumption, and the certainty of performance is a key focus.
In the past two weeks, data from public fund research shows that companies in the pharmaceutical and technology sectors, represented by Lanfan Medical and Hailian Communications, have received visits from over 40 intensive funds, becoming the most focused research targets by fund companies in recent times. However, while institutions are chasing after high prosperity growth tracks, attention towards undervalued and stable varieties such as banks is also quietly heating up, reflecting fund managers' more balanced layout under the consensus of "high-quality tracks + performance certainty". In terms of specific distribution, healthcare, information technology, electronic equipment and semiconductor, and the automotive industry chain are the four main areas of research for fund managers. Among the top 20 companies receiving the most visits from research funds, the industry concentration is significant: companies in the electronic and semiconductor fields occupy 5 seats, demonstrating a high level of attention to the hard technology industry chain; healthcare-related companies hold 3 seats, covering sub-industries from medical equipment to oral care; at the same time, companies in the automotive parts industry under the wave of smart cars also hold 2 seats, reflecting a deep exploration of industry upgrades.
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