On the 27th, Huashang Fund released the three-quarter report of fund manager Zhang Mingxin managing 3 products, namely the balanced growth mix of Huashang, the mixture of industries with Chinese businesses' advantage, and the mixed return of Huashang Zhiyuan. According to the data, the total scale of the three products at the end of the third quarter was 34.492 billion yuan, down about 38% from the end of the second quarter. According to the report, as of the end of the third quarter, Huashang's top ten stocks with balanced growth were: Zhongji Xuchuang, Xinyisheng, Yuanjie Technology, Sanhuan Group, Shengyi Technology, Fenghua Hi-Tech, Dongshan Precision, Changguang Huaxin, Shijia Photonics, and Honghe Technology. Compared with the end of the previous quarter, the newly added heavy stocks were Dongshan Precision, Shijia Photonics, and Honghe Technology. Boqian New Materials, Yongding Shares, and Yunnan Germanium left the top ten heavy stocks. Zhang Mingxin said in the three-quarter report that deep adjustments in the technology sector this quarter, and disruptions and games at the chip structure and capital level have greatly reduced the predictability of the market, greatly reduced the effective boundaries of various investment paradigms, and made it more difficult to invest. Operationally, we still adhere to a boom investment strategy based on changes in fundamentals. The stock market is a voting machine in the short term, and a weighing machine reflecting changes in fundamentals in the long term. Overall, it continues to operate on the main boom represented by the AI industry, and dynamically optimizes positions based on the verifiability of the entire upstream and downstream AI industry chain, marginal changes in the supply and demand pattern, product release progress, and chip structure evolution as core standards.
Zhitongcaijing · 4d ago
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On the 27th, Huashang Fund released the three-quarter report of fund manager Zhang Mingxin managing 3 products, namely the balanced growth mix of Huashang, the mixture of industries with Chinese businesses' advantage, and the mixed return of Huashang Zhiyuan. According to the data, the total scale of the three products at the end of the third quarter was 34.492 billion yuan, down about 38% from the end of the second quarter. According to the report, as of the end of the third quarter, Huashang's top ten stocks with balanced growth were: Zhongji Xuchuang, Xinyisheng, Yuanjie Technology, Sanhuan Group, Shengyi Technology, Fenghua Hi-Tech, Dongshan Precision, Changguang Huaxin, Shijia Photonics, and Honghe Technology. Compared with the end of the previous quarter, the newly added heavy stocks were Dongshan Precision, Shijia Photonics, and Honghe Technology. Boqian New Materials, Yongding Co., Ltd., and Yunnan Germanium withdrew from the top ten heavy stocks. Zhang Mingxin said in the three-quarter report that deep adjustments in the technology sector this quarter, and disruptions and games at the chip structure and capital level have greatly reduced the predictability of the market, greatly reduced the effective boundaries of various investment paradigms, and made it more difficult to invest. Operationally, we still adhere to a boom investment strategy based on changes in fundamentals. The stock market is a voting machine in the short term, and a weighing machine reflecting changes in fundamentals in the long term. Overall, it continues to operate on the main boom represented by the AI industry, and dynamically optimizes positions based on the verifiability of the entire upstream and downstream AI industry chain, marginal changes in the supply and demand pattern, product release progress, and the evolution of the chip structure as core standards.
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