Focus on A-share structural opportunities, equity fund managers increased their positions in June.
In June, more than a hundred fund managers actively adjusted their portfolios, with a significant increase in equity fund managers. Many institutions believe that despite the short-term pressure caused by the rise, improvements in policy and fundamentals could drive the market higher in the long term. Looking ahead, fund managers are focusing on structural directions such as innovative drugs, dividend assets, and technology AI computing power, attempting to seize opportunities brought about by market rebalancing.
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