Go to sea logic manufacturing batch doubling stock

This year, technology and new consumption have dominated the market with excessive returns, becoming the biggest theme. Hot topics such as artificial intelligence, innovative medicine, humanoid robots, and new consumption have taken turns to strengthen, and funds heavily invested in these areas have reaped significant profits. In-depth analysis of the market behind this trend reveals that going global has become an important logical support. From the market performance perspective, overseas targets have become an invisible main theme that cannot be ignored. For some fund managers, the logic of going global is no longer a supplementary option to technology growth logic, but has become a core thread in portfolio allocation. From this year's market performance, the hot topics and overseas targets have a high degree of overlap, with a large number of stocks showing doubled growth. According to Wind data, there have been over 420 stocks that have doubled this year, with over 110 of them having more than 30% of their revenue coming from overseas, and popular fund holdings are frequently seen among them.