Group 1 - The article discusses the performance of various funds and their market insights, highlighting the potential investment opportunities in the current economic climate [2][4][10] - It mentions that the U.S. job market showed slight weakness in September, which increases the likelihood of a rate cut in December [4] - The article emphasizes the strategic configuration opportunities in AI healthcare, driven by policy benefits and industry iterations [2][4] Group 2 - The article features insights from different financial institutions, including the importance of understanding the sources of income from infrastructure REITs [2][19] - It highlights the ongoing trends in the global stock market, suggesting that long-term logical assets may present layout opportunities amidst market declines [2][4] - The article also notes the increasing demand for storage chips, referring to them as "black gold" due to their scarcity despite price doubling [4]
英华号周播报|震荡市下，投资要重归“长期配置逻辑”？科技与高股息又该如何配置？
中国基金报·2025-11-26 06:02