Billion-level fund managers are achieving an "acceleration" in performance.

With the positive adjustments and stock exchanges in the second quarter, the performance of several "billion-dollar" market-wide stock fund managers has significantly improved recently. Looking at the situation of stock exchanges in the second quarter, "growth-oriented" active equity fund managers actively explore opportunities in sectors such as AI computing power and innovative drugs; "value-oriented" fund managers focus on areas such as large finance and resources; fund managers implementing a "dumbbell strategy" consider both technology growth and high dividend stocks. Some fund managers have stated that not only are individual industries seeing an upturn, but the domestic market will undergo a comprehensive reassessment. In the context of a lack of highlights in real estate and infrastructure investment, advanced manufacturing represented by AI computing power has taken the lead, serving as short-term ballast for domestic investment demand. In the long term, this will help to further enhance the value-added output of the economy, pushing the economic structure towards high-quality development.