红利基金大买科技 建信高股息主题二季度重仓AI板块净值大跌

深圳商报·读创
Aug 07

深圳商报·读创客户端记者陈燕青  7月,以半导体、光通信为代表的AI硬件板块大跌,而以银行、煤炭为代表红利板块则逆势上涨,中证红利指数单月大涨10.9%。然而,从主动型红利主题基金的业绩来看,竟有近一半的基金产品跑输业绩比较基准,其中部分产品净值更是大跌,如建信高股息主题基金7月净值重挫逾25%,与高股息红利板块的表现差异甚大。  从目前来看,7月净值大幅回落的红利高股息基金,往往都是深度追逐科技...

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