国泰基金艾小军：新质生产力激发军工板块增长新动力

新浪财经07-11

新浪财经和洋河股份联合主办“发现新质生产力”系列走访活动第一期走进国博电子。国泰基金量化投资部金融工程总监、基金经理艾小军参加活动并发言。艾小军表示，在经济迈向高质量发展的新阶段，与新质生产力紧密相关的领域，如商业航天和低空经济，许多细分市场展现出强劲的增长潜力。观察发现，军工行业的波动性比较大，不排除主题投资对行情的影响。在监管层的“提质增效重回报”的关注倡导下，未来，投资将更多关注行业的基本面...

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