交银施罗德韩威俊高位买入白酒股,旗下基金自基金成立来亏33.58%

财富独角兽
Nov 21, 2025

文|天峰来源|财富独角兽2025年股市呈现“硬科技+创新药”双主线行情,带动权益类基金全面飘红。硬科技领域受益于AI算力爆发与政策扶持,光模块、半导体等细分赛道涨幅显著;创新药板块则凭借审批提速、医保商保双支付支持,叠加ADC、双抗技术突破,恒生港股通创新药指数年内涨幅超66%,成为权益类基金盈利另一核心来源。截至11月,超2000只权益类基金净值创历史新高,96%的产品实现正收益,20余只基金...

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