1⃣ All four types of funds have increased their positions in electronics, sprinting and high-frequency performance preferences for consumer electronics, and long-distance running and head players have increased their holdings in consumer electronics and semiconductors.
2⃣ Sprinting adheres to new energy, long-distance running & head sells wine and medicine, and high-frequency performance sells new energy to buy military industry and consumption.
3⃣ Sprinter will adhere to the new energy track, add midstream batteries, reduce upstream lithium, silicon and other raw materials, increase consumer electronics and wind power, thermal power, and new stocks: JA Technology, Wingtech Technology, Huaneng International, etc.;
4⃣ Long-term winners sell wine and buy drugs, add electronics, real estate chains, increase holdings of new energy midstream batteries, reduce upstream lithium, cobalt and other raw materials, and new stocks: Katazai, Jiuzhou Pharmaceutical, Luxun Precision, etc.;
5⃣ Head players sell alcohol to buy medicines, add electronics, photovoltaics and thermal power, reduce new energy midstream batteries and upstream raw materials, and new stocks: Luxshare Precision, Weier shares, Katazai, etc.;
6⃣ High-frequency performance preferred hands significantly reduced their holdings in new energy, sold battery chemicals and upstream raw materials, bought midstream batteries, and added military, electronics, and consumption; the combination favored small market value, low valuation, and new stocks: azure lithium core, aerospace electrical appliances, Goertek shares, etc.
7⃣ The Hong Kong stock Internet leader withdrew from the public offering in the third quarter, and only Tencent was in the top 30 of the four types of funds in Q4, and continued to reduce its holdings.
8⃣ Individual stock aesthetics: Sprinters have strong stock selection ability, prefer small market value, high growth stocks; head players are more concerned about major market value and low valuation.