97%的公募盈利,牛市还继续?

乔令投研
Jan 24

一边是没人看的白酒消费,一边是卖断货的显卡CPU,过去一年的市场风格可谓是极端割裂,但公募整体还是拿到了比较好的收益。按Ifind数据,截至2025年12月31日,公募股票型的平均收益率达到了29.47%,混合型收益率也干到了27.53%,混合型和股票型有超过97%的基金上涨,这盛况堪比上一波核心白马抱团。从年初引爆算力的大模型,到下半年的机器人、芯片自主替代,再到贯穿全年的算力和光模块,整个市场...

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