基本功 | 同一主题的基金,为啥有时业绩差别很大?
中泰证券资管·2025-07-08 09:54
Group 1 - The core idea emphasizes the importance of foundational knowledge in investing and selecting the right funds to enhance investment success [2] - Performance discrepancies among funds can be significant, even within the same thematic category, due to differing definitions and sub-sector dynamics [3] - Within the healthcare theme, various sub-sectors such as traditional Chinese medicine, medical devices, and innovative drugs have shown varying performance this year, reflecting the differing levels of industry prosperity [3]