投顾最新调仓路线图曝光:有人买国产算力,有人转向下游应用

同花顺
Sep 15

近期,A股市场呈现结构分化,投顾组合也在波动中悄然“调舵”。记者梳理万家、中欧、汇添富等多家机构旗下投顾的最新调仓路径发现,有投顾组合大幅加仓国产算力,也有投顾组合转投下游应用板块。与此同时,资金“安全垫”也在增厚——医药、黄金、畜牧等板块成为多家投顾的“新宠”。增加国产算力配置记者梳理发现,对待科技股,多个投顾组合都关注到了国产算力方向的配置价值。以万家非凡新质驱动在9月初的调仓为例,其对AI、...

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