公募名将调仓动向曝光顺周期板块成新焦点
===2025-10-13 11:54:10===
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国庆节后首周仅有两个交易日,上证指数先是站上3900点而后又失守。伴随着较为明显的震荡,机构调仓换股也即时上演。在科技成长板块略显疲态之际,建材、公用事业等顺周期资产逆市活跃,也引发了投资者对于市场风格切换的广泛讨论。
根据最新披露的上市公司三季报和相关股份回购公告,多位知名基金经理在管产品的调
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