公募调研忙!光伏设备成“香饽饽”,朱红裕、闫思倩动向曝光

北京商报
Sep 29, 2025

北京商报讯(记者 郝彦)2025年四季度将启,基金公司的最新调研动向也备受关注。东方财富Choice数据显示,截至9月29日,近一个月,超百家公募密集调研逾700家上市公司。其中,光伏设备、机械设备行业个股最受公募关注。而在近一个月中,朱红裕、闫思倩等知名基金经理也参与调研有色金属、家用电器行业个股。有业内人士表示,公募机构可能关注到相关行业个股景气度存在回升态势,同时也可能聚焦“反内卷”推动下的...

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