The fund's short-term strategy has changed, and the fund manager's perspective has arrived

On June 26th, after the first half of the year, partial stock funds and even debt bases increased their stock positions significantly, aggression and high elasticity became the core logic for many fund managers to quickly achieve performance. Now the short-term strategy of public funds has changed, and increasing strong defensive stocks has become the core of many fund managers' position adjustment, which makes high-dividend varieties or strong ones always strong. Many fund managers also stressed that although the short-term market pattern is weak, there is limited room for correction and structural opportunities will continue to emerge. It is expected that the market investment atmosphere may change from conservative to optimistic in the medium term.