2021,在很多人的记忆里,是A股行业表现严重分化的一年。反映在基金上,有人持有新能源、资源品、军工或者中证500,大幅上涨;有人持有消费、医药、互联网或者港股,吃尽苦头。我还记得那年年末,有人转载海外新闻,提到了“MSCI China”这个指数——这是境外评估中国资产的时候所用的基准指数。MSCI China的主要权重都在港股,所以站在海外投资者角度看中国,那一年是中国资产崩盘的一年。MSCI在...
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