此时此刻,中国资本市场从“制造周期为王”向“科技至上”的深刻转变正在进行。据今年一季度公募基金持仓榜单,腾讯控股以698亿元的主动权益基金持仓市值,历史性超越宁德时代与贵州茅台,成为基金头号重仓股,这也是港股公司首度登顶。作为资本市场资金层面的绝对主力军,公募基金机构披露的季度持仓榜一直是投资者判断市场主线的重要风向标。依照这个逻辑,当"茅指数"代表的消费护城河、"宁组合"象征的制造升级叙事逐渐让...
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