进入四季度，公募基金如何布局？ 近期，国泰基金、平安基金、财通资管、南方基金、长城基金、前海开源基金、国海富兰克林基金、上银基金等多家公募机构陆续发布四季度A股投资策略和观点。 综合来看，多家公募机构认为四季度A股有望迎来反弹，配置上，“科技+红利”哑铃策略成为主流选择——一端布局AI算力、光通信、半导体等业绩兑现方向，另一端配置低波红利、黄金、铜等防御性资产，同时关注创新药、新能源、制造出海...
Source Link进入四季度，公募基金如何布局？ 近期，国泰基金、平安基金、财通资管、南方基金、长城基金、前海开源基金、国海富兰克林基金、上银基金等多家公募机构陆续发布四季度A股投资策略和观点。 综合来看，多家公募机构认为四季度A股有望迎来反弹，配置上，“科技+红利”哑铃策略成为主流选择——一端布局AI算力、光通信、半导体等业绩兑现方向，另一端配置低波红利、黄金、铜等防御性资产，同时关注创新药、新能源、制造出海...
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