海外硬件龙头“交卷” QDII基金投资迎来业绩检验

东方财富网
Oct 19

近期,阿斯麦、台积电相继披露三季度业绩,多只QDII基金对海外科技硬件的配置效果受到关注。随着更多厂商即将“交卷”,AI需求能否持续转化为订单与利润,成为基金审视相关投资的重要依据。  业内人士认为,除当期业绩外,资本开支指引、AI应用商业化进展及盈利持续性,也是判断后续投资机会的关键。  QDII基金重仓股陆续“交卷”  海外科技企业财报季拉开帷幕,部分QDII基金的重仓标的率先交出成绩单。北京...

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