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調倉風向標|萬家基金黃海:快速高彈性板塊後,回歸高配 煤炭股

2024-05-06T10:37

... 黃海表示:「在春節前流動性風險沖擊較大的時候,快速增加了算力、電子、新能源等成長行業的倉位,而當紅利資產由於風格的輪動出現回調時,則兌現大部分高彈性標的,重新集中配置到煤炭

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