华泰柏瑞基金谭弘翔：宽基指数在结构性行情中发挥分散优势

Core Viewpoint - The performance of broad-based indices may lag behind specific thematic indices during structural market trends, but over a longer period, broad indices can demonstrate the advantages of diversified investment strategies [1] Group 1 - In cases of structural market trends, individual sectors may outperform broad indices [1] - Long-term holding of broad indices can help investors avoid missing out on returns during thematic rotations and stabilize their investment mindset [1] - The ability to maintain investments in broad indices may prevent transaction losses and support more sustainable returns [1]