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分析：紧抓 AI 主线，超百只基金净值大涨
source link: https://www.8btc.com/article/6820640
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2023-06-03 05:00
分析：紧抓 AI 主线，超百只基金净值大涨
据上证报报道，AI 板块持续强势，带动多只基金打了“翻身仗”。近一周，超百只基金净值反弹超过 10%。与此同时，从估算净值和实际净值的差别来分析，部分基金经理可能调整了持仓结构，TMT 依然是其主要加仓方向，而处于相对低位的医药板块也开始吸引越来越多基金经理的目光。除了大热的 AI 概念股以外，机构对估值处于相对低位的医药行业的关注度也有所提升。
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