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During the second quarter of 2025, fund allocations revealed a distinct 'dumbbell' formation. Within the financial sector, positions surged due to policy directives and the burgeoning 'stablecoin' narrative, pushing allocation coefficients for city and rural commercial banks to unprecedented highs in recent years, while those for securities remained subdued. In the realm of technology assets, the allocation coefficient for computing power chains reached an all-time peak, whereas AI software configurations continued to lag. The pharmaceutical sector experienced a rebound to average allocation levels, with a notable shift towards innovative drugs and away from CXO. Despite sectors such as decoration, building materials, and chemical raw materials witnessing historical lows in allocation, positive shifts in supply and demand dynamics were discernible.
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