高毅、景林、高瓴加仓中国资产,但斌押注英伟达翻盘,林园部分产品仍在谷底挣扎

每日经济新闻
Jul 04, 2025

每经记者|杨建 每经编辑|彭水萍2025 年以来,A 股市场先抑后扬,市场风险偏好有所提升。随着险资设立私募入市等利好的发布,高毅、景林、高瓴等顶级私募机构看好市场积极加仓中国资产。与此同时,私募大佬但斌因投资英伟达等美股公司,上半年上演了V型反转的戏码,旗下产品净值强劲反弹;不过,另一位私募大佬林园旗下部分产品却依旧在谷底挣扎。高毅、景林、高瓴积极加仓中国资产!上半年,在关税政策等因素冲击...

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