Cling to the main line of AI, the net value of more than 100 funds has soared.

FAP, June 3 (Xinhua)-- the continued strength of the AI sector has led a number of funds to fight a "turnaround". In the past week, the net worth of more than 100 funds has rebounded by more than 10%. At the same time, from the difference between estimated net value and actual net value, some fund managers may have adjusted their position structure, TMT is still the main direction to increase their positions, and the relatively low pharmaceutical sector has also begun to attract the attention of more and more fund managers. In addition to the hot AI concept stocks, institutions have also paid more attention to the pharmaceutical industry, where valuations are relatively low. From the perspective of position changes, since the second quarter, the China-Europe Medical and Health mixture managed by Glenn has successively increased its holdings of Hengrui Medicine and Ayre Ophthalmology. The Ping an Fund Manager Shen Aiqian, who is issuing a new fund, said that he was very optimistic about the Jiancang advantage brought by the overfall of pharmaceutical stocks. The comparative advantages of policy-oriented growth industries such as science and technology, high-end manufacturing and pharmaceuticals are expected to expand gradually. The current advantages of pharmaceutical stocks include the medium-and long-term demand of the population aging support industry, the mitigation of the marginal impact of volume procurement policy, and the obvious policy orientation of innovative drugs and traditional Chinese medicine. Due to the large number of pharmaceutical industry segments, we need to focus on the selection of individual stocks. " (Shanghai Stock Exchange News)