Through the second quarterly report of the fund, we can find several funds with more Zhongning combinations.
What exactly is the Ning combination? What are the constituent stocks of the gross index?
The so-called Ning portfolio, anchored by Contemporary Ampere Technology Co., Ltd., represents a group of leading companies with high performance growth and high valuation. These high-growth performances are also constantly being adjusted. This wave of callback can still be worthy of attention in the long run.
The so-called gross index refers to the leading companies with absolute advantages in all walks of life.
We have selected some leading companies with mature industry cycles or stable industry competition patterns, mainly in the fields of consumption, medicine and circular finance. By comparison, we can clearly feel two different investment styles.
Ning combination represents the rapid growth at this stage, while the gross index represents the traditional white horse consumption style.
Finally, through the statistics of the positions of the constituent stocks of Ning portfolio in the second quarter, it is found that there are at most 7 stocks of Ning portfolio held by active management funds, and the main positions are semiconductors, new energy, medical care and other portfolios.