First Wave of 2025 Fund Annual Reports Unveiled: Fund Managers Bullish on Market Prospects, Zeroing in on Corporate Earnings
21 hour ago / Read about 0 minute
Author:小编   

The inaugural batch of 2025 fund annual reports has been made public, with China Post Fund leading the charge by disclosing its fund annual reports. These reports unveil the concealed heavyweight stocks held by multiple funds and shed light on their latest investment strategies. Fund managers, in general, maintain a bullish stance on equity assets, forecasting a transition in the A-share market from 'valuation correction' to 'profit-driven growth'. The China Post Health, Culture, and Entertainment Fund is placing its bets on the AI computing power sector, whereas the China Post Low-Carbon Economy Hybrid Fund is focusing on the technology industry. Fund managers anticipate a positive overall market performance in 2026, albeit with a caveat to remain vigilant about industry and style differentiation. Their primary allocation strategies are directed towards sectors linked to new quality productive forces and cyclical industries experiencing improved supply-demand dynamics.