继沪深300、港股央企红利指数后,半夏李蓓又看上中证500指数!

格隆汇APP
Sep 28, 2025

由于近些年业绩争议,半夏基金创始人李蓓极少向外界发表最新投资观点,而其最新发表文章,透露出最新投资观点,更是谈及近期的科技股投资热潮。具体到本轮的科技股轮动热潮的出现的原因,李蓓认为背后的原因是:当前国内处于低利率低物价弱财政高风险偏好的环境,容易出现泡沫。但由于自身不是专业研究科技行业,且科技细分赛道的波动比较大,强轮动,直接买股票参与这类机会在其的能力圈以外,因此采取的方法是买入中证500股指...

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