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私募密集调研寻机会 新年布局紧盯科技主线
沪上某中型私募创始人告诉记者:“目前持仓组合中,50%以上投资于科技板块,30%左右投资于医药股,剩余仓位布局一定数量的港股。2025年科技有望成为一条投资主线,尤其是一些出现了盈利苗头的AI应用端企业,将在基本面的带动下有所表现。” ...
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