多家知名私募坚定看好中国资产 已满仓

美港电讯
08 Apr

【多家知名私募坚定看好中国资产 已满仓】金十数据4月8日讯,进化论资产CEO、首席投资官王一平在社交平台发文称,4月8日加到了满仓。4月7日A股震荡调整时,王一平就表示自己分步抄底中国核心资产,足见其对于中国资产的乐观判断。除了进化论资产,北京一家百亿级私募也透露,在市场调整剧烈时加仓了自家产品,淡水泉投资、星石投资、神农投资等近日则公开表示,地缘政治噪音过后,更应该关注的是企业基本面的确定性。在业内人士看来,尽管全球基本面风险增加,但国内逆周期政策已有储备,后续投资更重要的逻辑在于“以内为主”,科技、医药、消费等板块值得重点关注。

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