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持仓秉承“万物皆消费”多只消费主题基金逆市闪耀
===2025-10-13 15:11:42===
.TRS_Editor P{font-family:宋体;font-size:16pt;}.TRS_Editor DIV{font-family:宋体;font-size:16pt;}.TRS_Editor TD{font-family:宋体;font-size:16pt;}.TRS_Editor TH{font-family:宋体;font-size:16pt;}.TRS_Editor SPAN{font-family:宋体;font-size:16pt;}.TRS_Editor FONT{font-family:宋体;font-size:16pt;}.TRS_Editor UL{font-family:宋体;font-size:16pt;}.TRS_Editor LI{font-family:宋体;font-size:16pt;}.TRS_Editor A{font-family:宋体;font-size:16pt;} .TRS_Editor P{font-family:宋体;font-size:16pt;}.TRS_Editor DIV{font-family:宋体;font-size:16pt;}.TRS_Editor TD{font-family:宋体;font-size:16pt;}.TRS_Editor TH{font-family:宋体;font-size:16pt;}.TRS_Editor SPAN{font-family:宋体;font-size:16pt;}.TRS_Editor FONT{font-family:宋体;font-size:16pt;}.TRS_Editor UL{font-family:宋体;font-size:16pt;}.TRS_Editor LI{font-family:宋体;font-size:16pt;}.TRS_Editor A{font-family:宋体;font-size:16pt;}   三季度,传统消费板块延续调整态势,此前表现颇为亮眼的新消费也是亦步亦趋。尽管如此,仍有一些主题基金跑出了较好的超额收益,与涨幅可观的科技板块相比也不落下风。   从持股风格来看,如何解读“消费”已成为相关消费主题基金能否突破概念桎梏的关键。三季度,寒武纪、海光信息、新易盛等多只科技牛股悉数出现在一些绩
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