基金短期策略有变，基金经理观点来了
2024-06-26 09:41:13
6月26日讯，在上半年偏股型基金甚至债基大幅增加股票仓位后，进攻性、高弹性成为许多基金经理快速获得业绩的核心逻辑，而今公募基金的短期策略有变，增加强势的防御类股票成为许多基金经理的调仓核心，这使得高股息品种或强者恒强。多位基金经理也同时强调，虽然市场短期格局偏弱，但回调空间有限且结构性机会仍将持续涌现，预计中期角度市场投资氛围或从保守趋向乐观。
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