公募基金的目标仍然是跑赢基准,决定公募基金超低配行业的因素还是取决于行业的实际基本面、产业的趋势、以及对公司估值的判断。长期来看,真正受影响的是为了追求短期排名和流量而净值剧烈波动的产品,活跃头寸的占比或下降。市场对公募考核新规以及回归基准行业配置的理解或存在误区。公募基金的目标仍然是跑赢基准,决定公募基金超低配行业的因素还是取决于行业的实际基本面、产业的趋势、以及对公司估值的判断。长期来看最大的...
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