随着3季报的披露接近尾声,主动基金经理共同“票选”出来的重仓股名单,也随之揭晓。 截至10月28日晚间的统计数据显示,公募基金的权益投资正以前所未有的速度从消费、金融板块流出,并同样迅速地涌入以AI算力、通信和服务器为代表的硬科技领域。 曾经主导热门榜的消费股已经成为“过去式”,贵州茅台只差一点就跌出基金重仓前十,五粮液、美的、格力等同好排名更是快速下降。 而它们腾出的位置则被AI和创新科技关联的...
Source Link随着3季报的披露接近尾声,主动基金经理共同“票选”出来的重仓股名单,也随之揭晓。 截至10月28日晚间的统计数据显示,公募基金的权益投资正以前所未有的速度从消费、金融板块流出,并同样迅速地涌入以AI算力、通信和服务器为代表的硬科技领域。 曾经主导热门榜的消费股已经成为“过去式”,贵州茅台只差一点就跌出基金重仓前十,五粮液、美的、格力等同好排名更是快速下降。 而它们腾出的位置则被AI和创新科技关联的...
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