规避高热度抱团股基金经理跨年布局趋向均衡
===2026/1/22 17:10:57===
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随着2025年四季报的披露,多位知名基金经理的调仓路径浮出水面。
证券时报记者注意到,不少明星基金经理在2025年末倾向于规避高热度抱团股,投资需求既讲故事也要业绩支撑,尽管这些基金继续看好科技股叙事,但也开始注重行业与个股配置的性价比,持仓结构呈现出均衡配置的特点。
最新披露的2025年四
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