Multiple renowned fund managers adjust their portfolios, actively seeking to capture bull stocks

Recently, listed companies and public funds disclosed the portfolio adjustments of several well-known fund managers in their third-quarter reports. In the third quarter, the structured market fully played out, with many fund managers actively capturing bull stocks. For example, the Ruiyuan Growth Value managed by Fu Pengbo and the Xingquan Helun managed by Xie Zhiyu collectively increased their positions in the PCB leader Dongxing Precision, while the Fortune Tianhui managed by Zhu Shaoxing significantly increased its holdings in Huaxin Cement. Looking ahead to the fourth quarter, some fund managers indicated that the long-term stable and positive trend of the Chinese equity market is becoming increasingly clear, and the dollar liquidity is expected to reach an inflection point, which will bring greater enhancement to the liquidity of the Chinese stock market. However, the impact of macro events in the fourth quarter will increase, and the growth sector will still exhibit significant volatility