顶流基金经理出手!芯片股大反弹,外资也在大举买入

中国基金报2021-09-11

9月10日,已持续回调近一个月的芯片板块再度强势崛起,带领A股反攻站上3700点。 明星基金经理近期也加大了对芯片板块的关注,最近半个月之内谢治宇、范妍、章晖等知名基金经理纷纷调研芯片产业相关个股。 投资人士认为,全球半导体供不应求的格局有望延续,高景气度的持续性提供了板块持续超预期的动力。同时,国产半导体板块已经进入战略扩张期,再一次的量价齐升或已到来。 强势爆发带领A股重返3700点 ...

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