【逆向布局 易方达基金举牌东岳集团】金十数据3月11日讯，易方达基金近日在港股市场增持新材料龙头东岳集团(00189.HK)，持股比例超过7%。东岳集团是全球最大的PTFE材料供应商，PTFE材料因其低成本和高性能，成为人形机器人赛道的关键材料。易方达基金此举被视为通过“卖铲子”逻辑，规避人形机器人赛道竞争激烈的问题。目前，许多基金经理在其重仓股中配置了PTFE材料供应商，显示出对人形机器人赛道的前景充满信心。中国企业的技术和产能优势，被认为能够推动人形机器人的大规模量产。
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