专题:2026基金一季报:电力、AI应用成共识,资金大进大出“网红基”遇冷!张坤、葛兰等最新布局出炉 一季度绩优公募基金重点布局的行业呈现典型的“哑铃型”特征。业绩领先的基金要么押注科技创新——芯片、AI、商业航天、人形机器人;要么重仓HALO资产——有色金属、化工、煤炭、油气、电力电网设备、新能源储能等。 但具体到明星基金经理,一季度调仓路径却千差万别,降仓与加仓并存,科技与消费各有拥趸。 绩优...
Source Link专题:2026基金一季报:电力、AI应用成共识,资金大进大出“网红基”遇冷!张坤、葛兰等最新布局出炉 一季度绩优公募基金重点布局的行业呈现典型的“哑铃型”特征。业绩领先的基金要么押注科技创新——芯片、AI、商业航天、人形机器人;要么重仓HALO资产——有色金属、化工、煤炭、油气、电力电网设备、新能源储能等。 但具体到明星基金经理,一季度调仓路径却千差万别,降仓与加仓并存,科技与消费各有拥趸。 绩优...
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