4100点后,张坤首次“发声”

华尔街见闻
Jan 22

当市场在交易当下的热点时,张坤在思考和下注未来的“国运”。2025年1月22日凌晨,张坤的四季报准时上网,一如既往、不差分毫,恰如他始终如一的投资风格。但本季度的观点有了更多的“新“内容。其一、这是近十年来,张坤管理的产品首次在上证指数4100点以上“发声”,面对过去两年间1000点的涨幅和高度分化的行情表现,张坤的看法和应对颇引人关注。其二、这是外界印象中,张坤首次提及AI和AI泡沫论,他不仅...

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