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Focus on high-growth, high-performance stocks; a long-term capital allocation roadmap is emerging.
Ask AI: Why are long-term funds continuously increasing their holdings in high-growth industries?
As listed companies release their 2025 annual reports, the holdings of long-term funds such as social security funds and QFI are gradually coming to light. From the perspective of institutional allocation logic, they place great importance on a company’s performance. Companies with improving industry prospects and strong fundamentals are favored by long-term funds for increased investment. (Shanghai Securities News)