基金经理投资科技赛道“和而不同”

东方财富
Nov 01

随着2025年公募基金三季报披露完毕,科技赛道再次成为市场关注的焦点。面对这一热门投资方向,不同的基金经理作出了差异化的选择:有人重仓算力产业链收获超额收益,有人转向半导体细分领域挖掘机会,还有人布局港股科技寻找新增长点。整体来看,基金经理投资理念呈现“和而不同”。在今年第三季度的科技行情中,算力产业链无疑是最大看点之一,也是令部分基金产品业绩爆发的源动力。以永赢科技智选A为例,其凭借对算力方向的...

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