"Fixed income+" actively seeking to no longer be "Buddhist", clear signs of increased equity position.

The latest holding report of public funds shows that many "fixed income +" products increased their equity positions in the second quarter. In terms of the layout of equity assets, the allocation strategies of many "fixed income +" products are diverse and active, with sectors such as computing power, semiconductors, and biopharmaceuticals with strong growth styles becoming the direction for fund managers to adjust their positions. Industry insiders predict that the market will further strengthen, with rotation opportunities in various sectors. After a long period of adjustment, the cost-effectiveness of core A-share assets is evident, and the valuations of many high-quality leading companies have fallen to relatively low levels. Once incremental funds reach a consensus, there is a high probability of the market continuing to strengthen, and the window for equity asset allocation is now open.