Rising AI Enthusiasm Prompts Shifts in Public Fund Allocation Strategies
2025-01-23 / Read about 0 minute
Author:小编   

On January 22, 2024, the comprehensive disclosure of the fourth-quarter reports for 2024 of public funds has unveiled the top ten heavily-weighted stocks. These stocks encompass CATL, Tencent Holdings, Midea Group, Kweichow Moutai, Luxshare Precision, Wuliangye Yibin, Cambricon, Zijin Mining, Hengrui Medicine, and Northern Huachuang Technology. Compared to the end of the third quarter, notable entrants into the top ten include Cambricon, Hengrui Medicine, and Northern Huachuang Technology, while Innolight Technology, Sungrow Power Supply, and BYD have fallen off the list. Notably, Cambricon experienced a remarkable surge of 387.55% in 2024, emerging as a key target for public fund investments, with a substantial increase in holdings amounting to 9.632 billion yuan in the fourth quarter. The year 2024 witnessed artificial intelligence (AI) emerge as a prominent theme in the A-share market, prompting fund managers to universally adjust their portfolios and actively embrace the AI sector during the fourth quarter.