AI浪潮驱动下,A股市场走出了一轮赚钱效应十足的“结构性牛市”。从行业涨幅来看,进入2025年以来,软件开发、通信服务、计算机设备等TMT相关行业都有不俗的表现。据同花顺的行业涨幅数据,截至3月4日收盘,上述三个行业今年以来的涨幅分别达到了22.24%、22.05%和15.77%。而在结构性行情下,最近基金市场也出现了不少“牛基”,比如鹏华基金旗下的鹏华碳中和主题混合A,在同类基金年内平均涨幅仅...
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