牛市风云:林园被迫买科技股难眠,任泽松重仓AI却踏空,投资风向彻底变了?

每经网
Sep 26

自去年“9·24”以来,在人工智能加速发展的背景下,A股开启科技股牛市行情。今年以来,市场呈现结构性牛市特征,一边是“中小登股”狂欢大涨,另一边则是“老登股”持续阴跌。传统价值投资者不仅未在本轮牛市中获利,反而出现亏损,而追求科技成长性的投资者却收获颇丰。百亿私募大佬林园旗下部分产品表现不佳,跑输指数,甚至有产品在今年录得亏损。此前“坚决不碰”科技股的林园,如今也涉足该领域,且坦言为此“愁到睡不着...

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