近期,比亚迪市值时隔多年超过宁德时代,重新夺回深市市值第一股宝座。比亚迪开年以来的强势表现,正吸引更多配置资金进场。不过,从公募基金配置情况来看,在刚刚披露完毕的公募基金年报中,宁德时代首次超过贵州茅台,登顶公募持仓第一股。反观比亚迪,持有基金数仅是宁德时代的一半,持股总市值甚至不足宁德时代的四分之一。近年来,公募投资审美频遭质疑,究其原因,公募基金长期依赖市盈率、市净率等财务指标,偏好盈利稳定、...
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