AI科技行情崛起,基金业跑出了新一批管理规模超百亿元的主动权益基金经理(下称“新百亿”基金经理),他们和张坤、刘彦春等老一批基金经理一起,构成了“百亿”基金经理最新阵容。从规模变化来看,前者规模在行情共振下节节攀升,后者规模与高峰相比已有下降,形成了“新旧交替”格局。这不仅反应出“百亿”群体的“新旧”易位,重仓股差异和历史变迁还折射出了各自的投资韧性。坚守固然勇气可嘉,自我觉悟调整却更难能可贵。...
Source LinkAI科技行情崛起,基金业跑出了新一批管理规模超百亿元的主动权益基金经理(下称“新百亿”基金经理),他们和张坤、刘彦春等老一批基金经理一起,构成了“百亿”基金经理最新阵容。从规模变化来看,前者规模在行情共振下节节攀升,后者规模与高峰相比已有下降,形成了“新旧交替”格局。这不仅反应出“百亿”群体的“新旧”易位,重仓股差异和历史变迁还折射出了各自的投资韧性。坚守固然勇气可嘉,自我觉悟调整却更难能可贵。...
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