人工智能、半导体、有色金属成为最热赛道,超三成基金经理看好A股后市,消费医药板块相对遇冷。2025年基金三季报已全面披露,通过对众多基金经理市场观点的系统梳理,一幅清晰的投资路线图浮出水面。数据显示,TMT板块获得压倒性青睐,成长风格继续占据主流,而宏观经济的分歧态势为市场增添了一丝谨慎色彩。01 宏观经济:分歧加大下的谨慎布局基金经理对宏观经济走势的判断呈现显著分化,乐观与谨慎观点交织。支持...
Source Link人工智能、半导体、有色金属成为最热赛道,超三成基金经理看好A股后市,消费医药板块相对遇冷。2025年基金三季报已全面披露,通过对众多基金经理市场观点的系统梳理,一幅清晰的投资路线图浮出水面。数据显示,TMT板块获得压倒性青睐,成长风格继续占据主流,而宏观经济的分歧态势为市场增添了一丝谨慎色彩。01 宏观经济:分歧加大下的谨慎布局基金经理对宏观经济走势的判断呈现显著分化,乐观与谨慎观点交织。支持...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.