随着2026年公募基金二季报披露大幕拉开，一批上半年收益超100%的“翻倍基”完整业绩、持仓变动及基金经理最新投资观点陆续浮出水面。凭借对AI算力、半导体设备等科技主线的重仓持有，多只产品在上半年取得亮眼成绩。 然而，随着二季报披露，多位知名基金经理在科技赛道内部的操作路径已出现明显分化，有人死守算力硬件，有人兑现前道设备转向低渗透率环节，也有人开始提示高预期下的波动风险。 金信基金孔学兵： ...
Source Link随着2026年公募基金二季报披露大幕拉开，一批上半年收益超100%的“翻倍基”完整业绩、持仓变动及基金经理最新投资观点陆续浮出水面。凭借对AI算力、半导体设备等科技主线的重仓持有，多只产品在上半年取得亮眼成绩。 然而，随着二季报披露，多位知名基金经理在科技赛道内部的操作路径已出现明显分化，有人死守算力硬件，有人兑现前道设备转向低渗透率环节，也有人开始提示高预期下的波动风险。 金信基金孔学兵： ...
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