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at midnight on august 30, the funds managed by zhang kun, deputy general manager of e fund management, disclosed their mid-term reports for 2024. taking its largest product, e fund blue chip select, as an example, the fund increased its holdings in the consumer and healthcare sectors in the first half of this year, and established positions in yuyue medical, china international trade and oupai home furnishing for the first time.

"in the context of insufficient demand, more and more industries have seen intensified competition and declining overall profitability." zhang kun said that the dilemma faced by some companies is like if you want to watch a grand street performance, you have to stand on tiptoe, and soon, other people also gradually stand on tiptoe, and even though they are tired to the point of cramping, it is still difficult to see the performance they want to see.

zhang kun believes that people tend to admire complex things and disdain obvious things, thinking they are too simple. in fact, investment is not the same as the scoring method of olympic diving competitions, and the difficulty coefficient is not important. it is difficult to say which is better in terms of returns, whether you can correctly invest in a company with a single success factor, which is easy to understand and can be maintained for a long time, or invest in a company with multiple competitive variables and complex and difficult to understand, even if the latter has undergone careful and in-depth analysis. (ding xinqing, reporter of the paper)