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三季度公募基金调查显示:科技成长仍是“心头好”,极致分化后打法生变

3h ago

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36氪三季度公募基金调查显示:科技成长仍是“心头好”,极致分化后打法生变36kr.com
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调查显示,高景气、科技成长赛道仍是三季度公募基金最为看好的方向,获票数超过七成,远超其他板块。排名第二的为低估值蓝筹、高股息类价值资产,关注度较上次调查显著提升,占比近三成。三季度,风格切换会正式到来吗?从近期市场情况看,资金仍围绕AI等高景气方向反复交易,但内部缩圈、波动更加明显,低位方向有所表现。同时,随着科技股拥挤度抬升,市场也开始出现风格再平衡的迹象。(上证报)

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