股市为什么需要基金经理多讲“长情故事”

Group 1 - The core viewpoint emphasizes the commitment of public fund managers to long-term investment strategies, particularly in high-growth sectors, with significant holdings in companies like CATL and Tencent [1][2] - Data from Wind shows that over 1,700 public fund products hold CATL, while more than 1,200 products have Tencent in their portfolios, indicating a strong preference for growth stocks [1] - The persistence in holding certain stocks for over five years reflects a combination of long-termism, industry logic, and corporate growth potential [1] Group 2 - Long-termism is driven by regulatory guidance, market dynamics, and the professional understanding of fund managers, focusing on achieving stable growth through time compounding and minimizing short-term volatility impacts [1] - The long-term performance of public fund managers is crucial for their reputation and industry standing, as maintaining composure during market fluctuations is essential for proving their investment strategies [1] - True long-termism involves a deep understanding of industry evolution, selecting companies with sustainable competitive advantages, and sharing the benefits of corporate value growth through a long-term holding strategy [2]