E Fund Blue Chip Select
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- China mutual funds keep AI hardware exposure elevated in Q3
TMTPost reports that publicly offered funds completed their Q3 disclosures, with the article’s data covering the top 10 A-share holdings across equity and some bond funds but excluding Hong Kong. Electronic companies remained the largest allocation at 33.6%, followed by communications at 13.0%; versus Q2, electronics slipped one percentage point while communications gained two. The analysis also says AI hardware has become a major focus for institutional portfolios, while cautioning that its concentration differs from measures based only on actively managed equity funds.
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