On October 24, in the third quarter report, Zhu Shaoxing, the deputy general manager of Fuguo Fund, stated that under the current valuation, the dividend value style can still find good investment opportunities, and the quality growth style also has many investment opportunities. 'We do not have the reliable ability to precisely predict short-term market trends, but focus on patiently collecting excellent companies with promising prospects, awaiting the realization of value creation by the companies themselves and the cyclical return of market sentiment at some point in the future.' As of the end of the third quarter, Zhu Shaoxing's only fund under management, Fuguo Tianhui Selected Growth, had a size of 29.251 billion yuan, an increase of 2.31 billion yuan from the end of the second quarter. The third quarter report shows that the top ten heavy holdings of Fuguo Tianhui Selected Growth are Kweichow Moutai, Midea Group Co., Ltd, Zhejiang CFMOTO Power, Luxshare Precision Industry, Bank of Ningbo, contemporary amperex technology, spring airlines, sunresin new materials, and yealink network technology. Among them, contemporary amperex technology, sunresin new materials, xinxiang richful lube additive, and yealink network technology are new stocks in this period, while Midea Group Co., Ltd and Bank of Ningbo have both increased their shareholdings. On the other hand, Yantai Jereh Oilfield Services Group, Shenyang Xingqi Pharmaceutical, Zhengzhou Coal Mining Machinery Group and Shenzhen Mindray Bio-Medical Electronics have exited the top ten holdings, while Kweichow Moutai and Zhejiang CFMOTO Power have been reduced by Zhu Shaoxing. (Pengpai News)
富国基金朱少醒三季报出炉,前十持仓新进宁德时代、蓝晓科技、瑞丰新材与亿联网络
In the third quarter report, Zhu Shaoxing from Fuguo Fund disclosed the top ten holdings as contemporary amperex technology, sunresin new materials, xinxiang richful lube additive, and yealink network technology.
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