On October 25, fund companies such as E Fund disclosed the third quarter report of their funds for 2024, revealing the positions held by top fund managers such as Zhang Kun. In the quarterly report, Zhang Kun stated that the return levels of some technology and consumer industry leaders' shareholders are currently high, both in absolute and relative terms. In the current environment, investors can buy stakes in excellent companies at cheap prices. As of the end of the third quarter, the largest fund managed by Zhang Kun, E Fund Blue Chip Select Stocks, had a position of 94.42%, close to full positions. E Fund Blue Chip Select Stocks managed by Zhang Kun maintained a relatively stable stock position in the third quarter and made adjustments to the structure, optimizing the industry holdings of technology and consumer sectors. Specifically, as of the end of the third quarter, the top ten major holdings of the fund were Wuliangye Yibin, Alibaba-W, Kweichow Moutai, Tencent, Jiangsu Yanghe Brewery Joint-stock, Luzhou Laojiao, Shanxi Xinghuacun Fen Wine Factory, CNOOC, Meituan-W, and Yum China. Compared to the end of the second quarter, Alibaba-W and Yum China newly entered the top ten major holdings, while HKEX and Samsonite exited the top ten major holdings. (Zhongzheng Jin Niu Zuo)