消费主题基金业绩“掉队”“出海”成选股关键词
===2025/12/4 16:04:32===
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年内A股在科技板块的提振下,开启了波澜壮阔的迈向4000点的征程。但亦有部分板块未能搭上“快车”,多只重仓消费股的基金净值迄今为止遗憾告负,在传统消费持续不景气的背景下,部分高位加仓新消费的基金也在个股的回撤中折损净值。
多名基金经理认为,“旧消费”在经历了长达四年的回撤后,估值已回归合理区间;新
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