会接最后一棒么？部分A股基金六月空仓七月猛加仓_老虎社区_美港股上老虎

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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nomore
·2021-07-23
市值管理，都懂
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jianbin666
·2021-07-23
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liuxiangwei
·2021-07-23
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Mingzu
·2021-07-23
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yuliang559
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Some A-share funds were short in June and sharply increased in 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