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Nanshui sold more than 0.3 billion yuan of Maotai, while Beishui further bought more than 0.4 billion Hong Kong dollars of Tencent.
Track the latest trends of north-south directional funds.
A-share mid-day review: Chinext price index fell 1.55%, with baijiu and semiconductors sectors leading the decline. Asia Vets driving concept is repeatedly active.
As of the midday close, the Shanghai Composite Index fell 0.59% to 2946.63 points, the Shenzhen Component Index fell 1.59%, and the Chinext Price Index fell 1.55%.
In the second quarter, a fund guru buys the big dark horse.
The eyes appreciate the precious.
Guosen Securities: The allocation of public funds in Hong Kong stocks has significantly increased in the second quarter, with the highest weights in electronics, medicine, and the CSI SWS Food & Beverage Index.
In the second quarter report of public funds, the top three industries with the highest allocation weights disclosed are the electronics, pharmaceutical, and CSI SWS food & beverage index industries, with allocation weights of 15.4%, 11.16%, and 9.5%, respectively.
Zhu Shaoxing disclosed the Q2 report of his fund, with a significant shareholding reduction in Kweichow Moutai (600519.SH).
Recently, Zhu Shaoxing, the star fund manager of Fund Manager, revealed the second quarter report of his fund holdings in 2024. Currently, Zhu Shaoxing only manages one fund, the Fuguo Tianhuicheng Growth Hybrid Fund, with a management scale of nearly RMB 27 billion as of the end of the second quarter.
The latest development of Zhu Shaoxing's shareholding has been exposed! He reduced his shareholding in Maotai for two consecutive quarters and increased his holdings in these companies continuously.
Continuously increasing or decreasing shareholdings of these stocks for five consecutive quarters.
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