会接最后一棒么？部分A股基金六月空仓七月猛加仓

华尔街见闻2021-07-23

如果有基金在6月底仓位极低、甚至接近空仓，但在7月中又有了不小的仓位，这种投资算什么风格呢？有人形容为“抽风”式投资风格。有人认为是配置型基金的“极致”。到底这怎么评价还需要花时间，但有一点有趣的地方不容忽视：有相关基金经理在2季报中明确表示了对新能源板块和半导体的看好。这又引出了一个新的问题，如果下列基金真加仓了上述热门方向的资产，这会是“最后一棒”么？ 6月末竟然空仓基金2季报披露后...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

nomore
2021-07-23
nomore
市值管理，都懂
jianbin666
2021-07-23
jianbin666
做空
liuxiangwei
2021-07-23
liuxiangwei
[微笑]
- liuxiangwei:
  [微笑]
Mingzu
2021-07-23
Mingzu
[微笑]
- Mingzu:
  [微笑]
yuliang559
2021-07-23
yuliang559
[微笑]
- yuliang559:
  [微笑]
hangyuliang
2021-07-23
hangyuliang
[微笑]
- hangyuliang:
  [微笑]

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Some A-share funds were short in June and sharply increased in 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