---
title: "Hidden Heavyweight Stocks Emerge as Fund Managers Focus on AI Core Holdings"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/281258427.md"
description: "The 2025 annual reports of public funds show that fund managers shifted their focus to AI-related investments in the second half of the year. Although AI remains a key investment theme with increasing opportunities, fund managers emphasize the need for enhanced research to navigate market changes after significant gains"
datetime: "2026-03-31T22:20:30.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/281258427.md)
  - [en](https://longbridge.com/en/news/281258427.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/281258427.md)
---

# Hidden Heavyweight Stocks Emerge as Fund Managers Focus on AI Core Holdings

The 2025 annual reports of public funds have been fully disclosed, revealing the hidden heavyweight stocks, portfolio adjustments, and subsequent views of fund managers. From the annual reports, it is evident that in the second half of 2025, numerous fund managers focused their strategies along the main theme of AI. Looking ahead, fund managers generally believe that AI will continue to be a key investment theme with richer future opportunities. However, against the backdrop of significant prior gains, increased research efforts will be necessary going forward. (Shanghai Securities News)

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