中欧基金 / Zhongou Fund
175.公募基金二季报：极致的抱团与割裂之后 adds a technology-growth quarterly-report reference through Du Houliang. The source uses his AI-for-science, model-company ARR, and high-barrier supply argument as part of the optimistic branch inside the 2026 active fund crowding debate.
中欧基金 appears in Vol.112 一次非共识的2024反思和2025展望 | 对话蓝小康X牟一凌 as the fund-management institution associated with 蓝小康. The source does not profile the firm directly; it uses Lan’s fund-manager role to discuss Active Management Style Evolution, company valuation, fundholder expectations, and the way a manager’s worldview shapes portfolio choices.
Connections
- Du Houliang - Zhongou manager whose 2026 Q2 report is used in episode 175’s optimistic AI-demand branch.
- Active Fund Crowding / 主动基金抱团, AI Equity Valuation Risk, and AI Infrastructure Supply-Chain Bullwhip / AI 基建供应链牛鞭效应 - technology-growth crowding themes from episode 175.
- 蓝小康 / Lan Xiaokang — fund manager from Zhongou Fund in the episode.
- Active Management Style Evolution, Portfolio Suitability, and Investment Risk Management — fund-management themes attached to the source.
- 起朱楼宴宾客 / Qizhulou Yan Binke — source show.