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Zhitong
2021.07.13 03:19

“抱团” 行情再现？传统白马股回撤，新能源、半导体板块崛起，机构投资 “抱团股” 分歧明显

近期市场再现 “抱团” 行情，资金集中在新能源、科技股等概念股。该不该追 “抱团股”？基金机构看法分歧，有的仍看好新能源、半导体板块的未来投资机会，但认为目前的性价比值得商榷，也有部分机构开始抄底已大幅回调的白马股。（21 世纪经济报道）
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