Leading companies such as E-Fangda Fund and Guangfa Fund have successively released the 2026 second quarterly reports of their funds. Heavy stocks managed by well-known fund managers such as Zhang Kun, Chen Hao, and Tang Xiaobin have been released, and AI has become a key direction for them to increase their positions. Notably, E-Fangda Blue Chip Select hired He Yicheng and Yang Siliang as fund managers in the second quarter to manage the product together with Zhang Kun. The fund's holdings also changed in the second quarter, increasing the allocation ratio for the electronics, communications, utilities, transportation, non-ferrous industries, etc., and reducing the allocation ratio for the food and beverage, Internet, and pharmaceutical industries. Starting in the second quarter, E-Fangda Blue Chip Selection began to be managed jointly by the team. He Yicheng, Yang Siliang, and Zhang Kun jointly managed the fund. The fund's holdings have also changed. In the second quarter, the fund's structure was adjusted, increasing the allocation ratio for the electronics, communications, utilities, transportation, non-ferrous industries, etc., and reducing the allocation ratio for the food and beverage, Internet, and pharmaceutical industries.

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