Gold Ten data news on April 28th. With the disclosure of the first quarter report, the holdings of public funds under the international asset management giants such as BlackRock, Fidelity, and Robeco are all unveiled. In 2024, the product line of foreign-funded public funds is gradually being improved. Schroders Fund and Lianbo Fund have both issued their first equity products this year, and the product matrix of BlackRock Fund, Fidelity Fund, and Robeco Fund is also expanding. Up to now, BlackRock Fund has issued 8 products, Fidelity Fund has issued 4 products, Robeco Fund has issued 5 products, Schroders Fund has issued 2 products, and Lianbo Fund has also issued 1 product. From the industry perspective, the focus of foreign-funded public funds' holdings in the first quarter is on energy, technology, pharmaceuticals, and other sectors. From the individual stock perspective, stocks such as CNOOC have been favored by foreign-funded public funds. Looking ahead, foreign-funded public funds are optimistic about the relative resilience shown by A shares and believe that policy should be closely monitored and observed in the second quarter.
