In the second quarter, several outstanding performance funds replenished their equity "ammunition", with technology and healthcare potentially becoming the core allocation directions.

In the second quarter, the positioning map of public funds was revealed, and the operational path of equity funds with leading performance became increasingly clear. It was found that as of July 16, several outstanding funds in the disclosed second-quarter reports increased their equity asset positions, capturing structural opportunities through large-scale reallocation of stocks, with technology and pharmaceutical sectors becoming core allocation directions.