基金抱团化工激活地产股?公募密集布局拐点机会

券商中国
Jan 30

随着港股地产板块异动飙升,公募旗下地产主题基金正迎来业绩拐点。2026年开年以来,随着公募基金经理对化工板块的坚定看好,相当程度上释放出地产板块基本触底的微妙信号。以张坤为代表的多位明星基金经理,自2025年末便开始密切跟踪地产拐点信号,部分连续下跌五年、被公募持续抛售的地产股,在去年末突然跻身基金抱团标的行列,进一步印证了行业拐点将至的判断。公募人士研判,在热门赛道大幅上行之后,处于估值底部的...

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