专题：2026可持续全球领导者大会&第二届绿色产业与可持续消费博览会
2026可持续全球领导者大会期间，富达国际全球投后管理主管王芳出席“长期资本与韧性增长”论坛指出，在讨论投资组合多元化时，大家常以为增加持仓数量就行了，但现实中面临集中度和资产相关性两大挑战。她举例说标普500看似分散，实则高度集中于M7，但它还并非全球最集中的市场，2025年韩国市场仅两家公司就贡献了指数近一半的涨幅。更反直觉的是，越来越多行业和主题受相同因素驱动，比如过去清洁能源和人工智能相关板块呈现负相关，但现在两个板块的相关性已超过80%。“持仓数量越多不等于风险分散，我们要关注风险来源和收益驱动是否足够多元。”
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