公募基金:调整策略,均衡布局科技等领域
Sou Hu Cai Jing·2025-10-19 23:46
Core Viewpoint - Public funds are reassessing and adjusting their investment strategies in response to recent market adjustments, with a focus on A/H shares and technology as the main investment themes [1] Group 1: Market Outlook - A-shares and Hong Kong stocks have a solid upward foundation, and short-term events are unlikely to alter the overall trend [1] - The technology sector is viewed as the most promising investment theme in the medium to long term [1] Group 2: Sector Focus - Sub-sectors such as new energy and new consumption may show performance during market rotations [1] Group 3: Asset Allocation - A balanced asset allocation strategy is recommended [1]