建仓期恰逢主线切换 新基金“谋定而后动”

美港电讯
27 Mar

【建仓期恰逢主线切换 新基金“谋定而后动”】金十数据3月27日讯,近期,市场“跷跷板”再度由成长风格向价值风格倾斜。在此背景下,今年一季度新发的主动权益类基金建仓态度谨慎,多位知名基金经理挂帅的新产品净值曲线较为平滑。前期科技股行情过于火爆,一些品种的股价超出基本面因素较多,部分求稳的新基金在没有累积足够安全垫的情况下,更倾向于采用偏谨慎的建仓策略。随着上市公司财报密集披露,部分基金经理认为,科技板块将面临“去伪存真”考验,部分处于周期底部的消费股或迎来布局机会。

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