在科技巨头讲出新的叙事逻辑下,公募QDII正逐步回补美股仓位。近期,在英伟达、微软、谷歌、三星在美股密集发布对AI医疗的投资后,包括张坤等明星基金经理所管公募QDII大举增加美股仓位,也使不少基金在近期港股调整中降低了回撤风险,借助AI医疗新叙事在近期的强势,不少前期表现落后的QDII基金业绩加速提升。QDII基金强力回补美股广发全球精选基金披露的第三季度报告显示,明星基金经理李耀柱在三季度末增持...
Source Link在科技巨头讲出新的叙事逻辑下,公募QDII正逐步回补美股仓位。近期,在英伟达、微软、谷歌、三星在美股密集发布对AI医疗的投资后,包括张坤等明星基金经理所管公募QDII大举增加美股仓位,也使不少基金在近期港股调整中降低了回撤风险,借助AI医疗新叙事在近期的强势,不少前期表现落后的QDII基金业绩加速提升。QDII基金强力回补美股广发全球精选基金披露的第三季度报告显示,明星基金经理李耀柱在三季度末增持...
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