首批公募基金2026年第一季度报告业已出炉,重仓科技赛道的基金经理的调仓动向随之曝光。 21世纪经济报道记者梳理发现,今年一季度,部分科技主题基金锚定AI产业链上游的细分赛道,重点加仓了AI电力或光通信板块。同时,也有基金经理更侧重半导体行业,在一季度增加了半导体先进制程、高价值耗材等环节的配置权重。 可以看到,在AI技术迅速发展背景下,科技投资主线也开始向产业深处延伸。 平安鼎越基金经理林清源...
Source Link首批公募基金2026年第一季度报告业已出炉,重仓科技赛道的基金经理的调仓动向随之曝光。 21世纪经济报道记者梳理发现,今年一季度,部分科技主题基金锚定AI产业链上游的细分赛道,重点加仓了AI电力或光通信板块。同时,也有基金经理更侧重半导体行业,在一季度增加了半导体先进制程、高价值耗材等环节的配置权重。 可以看到,在AI技术迅速发展背景下,科技投资主线也开始向产业深处延伸。 平安鼎越基金经理林清源...
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