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梦回大宋

梦回大宋

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11-05 21:54

$Electra Battery Materials Corp(ELBM)$ 美国人的锂电产业链就这样破灭了？

11-05 21:53

$白银主连 2512(SImain)$ 今夜可能会有5%以上的大阳线，逼近50关口

11-05 21:51

$白银主连 2512(SImain)$ 白银新一轮涨势随时启动，目标70。前几轮涨势，每率轮基本涨幅都是我50%左右。

11-05 21:46

$e家快服(EJH)$ 跌到0.1左右，就该反弹了

11-05 21:45

$黄金主连 2512(GCmain)$ 黄金收税，1,说明实物交易火爆，进出频繁，政府盯上这块肥肉。2,有巨大的利差，就会滋生各种灰色交易，一家金店收金不开票，卖金不开票，很难查税。3，国内外零售金价差距拉大，老百姓就会出国时候买金，再出国的时候卖金，刺激了走私。话说在美国是不是因为承认黄金是法定货币，所以不存在税费问题。这万恶的资本主义，总是诱惑老百姓兜里那点纸钱！

10-29

$二倍做空黄金ETN(PowerShares)(DZZ)$ 为什么要做空黄金呢？这么好的东西！

10-28

$黄金主连 2512(GCmain)$ 油价长期低迷，阿三让美国盯上了，石油买的少了。俄罗斯财政紧张，打仗没钱了，高位卖了黄金换欧元美元买物资。

10-22

$黄金主连 2512(GCmain)$ 除了加仓，买入。还能做什么呢？抓紧了，时间不多了！

10-21

$黄金主连 2512(GCmain)$ 加密货币已经开始反攻了！

10-20

白银开始蓄力准备冲击60美元！冲高回踩40年大顶，非常稳健。怎么会来一波下跌呢？

10-17

$黄金主连 2512(GCmain)$ 周五收盘重回4350以上！

10-16

$Genprex, Inc.(GNPX)$ 今天涨150%.目标2🔪。走起

10-15

$Genprex, Inc.(GNPX)$ 今日有放量，明天要搞事情么？

10-14

$白银主连 2512(SImain)$ 空头如此虚弱，搞一下，就再也没了动静！还得暴涨，感觉60都会像一层窗户纸。

10-11

$白银主连 2512(SImain)$ 现货市场稳如磐石，期货市场上窜下跳！谁才是根本

10-09

$黄金主连 2512(GCmain)$ 感觉全世界人都在买黄金！

10-02

$白银主连 2512(SImain)$ 卖盘疯狂，买盘沉稳，大涨可期！

10-02

$白银主连 2512(SImain)$ 过50的前高点，瞬间的事！

10-02

这个名单很重要，新入场的不要买这些基金了

年内涌现53只“翻倍基”！2025年前三季度基金业绩放榜，永赢科技智选A赚194%，汇添富香港优势精选A赚155%

09-30

$Genprex, Inc.(GNPX)$ 何日君再来！

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跌到0.1左右，就该反弹了","text":"$e家快服(EJH)$ 跌到0.1左右，就该反弹了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/496956558377856","isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109318871355390","authorId":"4109318871355390","name":"yinaje","avatar":"https://static.tigerbbs.com/df22eca083587643d61305c88e9cd230","crmLevel":6,"crmLevelSwitch":0,"idStr":"4109318871355390","authorIdStr":"4109318871355390"},"content":"还是你这里说的靠谱，不过估计没到那时候就快退市了，人家就吭吭爹，e家坑股民啊","text":"还是你这里说的靠谱，不过估计没到那时候就快退市了，人家就吭吭爹，e家坑股民啊","html":"还是你这里说的靠谱，不过估计没到那时候就快退市了，人家就吭吭爹，e家坑股民啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496955436953648,"gmtCreate":1762350337564,"gmtModify":1762351457075,"author":{"id":"3547015017327439","authorId":"3547015017327439","name":"梦回大宋","avatar":"https://static.tigerbbs.com/38d9d50afe5a1206d46949835fa63b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547015017327439","authorIdStr":"3547015017327439"},"themes":[],"title":"","htmlText":"<a 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过50的前高点，瞬间的事！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/484897067533128","isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3533812798684515","authorId":"3533812798684515","name":"XYZ880","avatar":"https://static.tigerbbs.com/7871ee78db6998dd5d514c18d9fe678b","crmLevel":1,"crmLevelSwitch":0,"idStr":"3533812798684515","authorIdStr":"3533812798684515"},"content":"百分之4了","text":"百分之4了","html":"百分之4了"},{"author":{"id":"3547015017327439","authorId":"3547015017327439","name":"梦回大宋","avatar":"https://static.tigerbbs.com/38d9d50afe5a1206d46949835fa63b5e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3547015017327439","authorIdStr":"3547015017327439"},"content":"下跌也是一瞬间！😃","text":"下跌也是一瞬间！😃","html":"下跌也是一瞬间！😃"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484888299012824,"gmtCreate":1759409983982,"gmtModify":1759409986274,"author":{"id":"3547015017327439","authorId":"3547015017327439","name":"梦回大宋","avatar":"https://static.tigerbbs.com/38d9d50afe5a1206d46949835fa63b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547015017327439","authorIdStr":"3547015017327439"},"themes":[],"htmlText":"这个名单很重要，新入场的不要买这些基金了","listText":"这个名单很重要，新入场的不要买这些基金了","text":"这个名单很重要，新入场的不要买这些基金了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484888299012824","repostId":"2572592144","repostType":2,"repost":{"id":"2572592144","kind":"news","pubTimestamp":1759388820,"share":"https://www.laohu8.com/m/news/2572592144?lang=&edition=full","pubTime":"2025-10-02 15:07","market":"sg","language":"zh","title":"年内涌现53只“翻倍基”！2025年前三季度基金业绩放榜，永赢科技智选A赚194%，汇添富香港优势精选A赚155%","url":"https://stock-news.laohu8.com/highlight/detail?id=2572592144","media":"券商中国","summary":"　　2025年前三季度落下帷幕，在这场结构性牛市中，公募基金行业迎来了丰收年，主动权益类基金凭借出色的表现，打了一场漂亮的“翻身仗”。　　数据显示，在AI算力和创新药两大景气赛道的支撑下，截至9月30日，全市场53只基金年内收益率翻倍，科技成长风格成为最大赢家；同时，以黄金为代表的大宗商品也高歌猛进，黄金ETF年内普遍上涨超40%。","content":"<html><body><div>\n<p cms-style=\"font-L\">　　来源：券商中国</p>\n<p cms-style=\"font-L\">　　2025年前三季度落下帷幕，在这场结构性牛市中，公募基金行业迎来了丰收年，主动权益类基金凭借出色的表现，打了一场漂亮的“翻身仗”。</p>\n<p cms-style=\"font-L\">　　数据显示，在AI算力和<font cms-style=\"font-L\">创新药</font>两大景气赛道的支撑下，截至9月30日，全市场53只基金年内收益率翻倍，科技成长风格成为最大赢家；同时，以黄金为代表的大宗商品也高歌猛进，黄金ETF年内普遍上涨超40%。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">53只“翻倍基”横空出世</font></p>\n<p cms-style=\"font-L\">　　在今年的结构性行情中，主动权益基金表现尤为突出，涌现出一批业绩惊人的“翻倍基”。</p>\n<p cms-style=\"font-L\">　　Wind数据显示，截至9月30日，年内共有53只基金的收益率超过100%，其中主动权益基金达到了42只，占比近八成，充分体现了基金经理在科技成长等热门赛道上的精准布局能力。</p>\n<p cms-style=\"font-L\">　　具体来看，任桀管理的永赢科技智选A以194.49%的回报率，问鼎2025年前三季度主动权益基金业绩冠军。二季报显示，该<font cms-style=\"font-L\">基金重仓</font>了海外算力产业链，前五大重仓股分别为<font cms-style=\"font-L\"><span><a href=\"https://laohu8.com/S/300502\">新易盛</a></span><span></span></font>、<font cms-style=\"font-L\"><span><a href=\"https://laohu8.com/S/300308\">中际旭创</a></span><span></span></font>、<font cms-style=\"font-L\"><span><a href=\"https://laohu8.com/S/300394\">天孚通信</a></span><span></span></font>、<font cms-style=\"font-L\"><span><a href=\"https://laohu8.com/S/300476\">胜宏科技</a></span><span></span></font>、<font cms-style=\"font-L\"><span><a href=\"https://laohu8.com/S/688498\">源杰科技</a></span><span></span></font>等光模块、<font cms-style=\"font-L\">PCB</font>龙头，其中<font cms-style=\"font-L\">PCB</font>牛股<font cms-style=\"font-L\">胜宏科技</font>年内大涨581%，为该基金贡献了丰厚收益。</p>\n<p cms-style=\"font-L\">　　紧随其后的是张韡管理的汇添富香港优势精选A，年内收益率高达155.09%，该基金也是QDII基金中的领跑者。二季报显示，该<font cms-style=\"font-L\">基金重仓</font>港股<font cms-style=\"font-L\">创新药</font>，前五大重仓股分别为映恩<a href=\"https://laohu8.com/S/000504\">生物</a>、<a href=\"https://laohu8.com/S/06990\">科伦博泰</a>生物、<font cms-style=\"font-L\"><a href=\"https://laohu8.com/S/01801\">信达生物</a></font>、<font cms-style=\"font-L\"><a href=\"https://laohu8.com/S/HCM\">和黄医药</a></font>、<a href=\"https://laohu8.com/S/02162\">康诺亚</a>。</p>\n<p cms-style=\"font-L\">　　此外，冯炉丹管理的中欧<font cms-style=\"font-L\">数字经济</font>A则以140.86%的收益率位列第三，吴海宁管理的恒越优势精选、韩浩管理的中航机遇领航分别以128.21%、127.17%的收益率排名第四和第五，这三只基金均重仓的是以海外算力为主的AI产业链。</p>\n<p cms-style=\"font-L\">　　值得注意的是，只有今年回报率超过115%才能进入全市场基金业绩排名的前10位，竞争异常激烈。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">黄金ETF“霸榜”商品基金</font></p>\n<p cms-style=\"font-L\">　　如果把主动权益基金的胜利归功于股票市场，那么在大宗商品领域，黄金无疑是今年最闪耀的“明星”。</p>\n<p cms-style=\"font-L\">　　体现在基金业绩上，黄金ETF成为今年商品型基金的最大赢家。Wind数据显示，截至9月30日，14只黄金ETF的年内涨幅均超过40%，其中，赵栩管理的黄金ETF基金（518660.SH）和荣膺管理的黄金ETF华夏（518850.SH）今年以来的收益率分别达到41.48%和41.47%。</p>\n<p cms-style=\"font-L\">　　若将时间拉长至最近三年，这些黄金ETF的累计回报更是超过110%，展现出强大的长期配置价值。</p>\n<p cms-style=\"font-L\">　　近期，国际金价迭创新高，COMEX黄金最高触及3922.7美元/盎司的高点，距离突破4000美元/盎司的重要关口仅有一步之遥。华安基金认为，9月美联储重启降息后，后续的降息大周期或将利好黄金投资价值；叠加关税不确定性、美债信用危机、美联储独立性担忧，美元仍处于下行趋势，央行购金延续，黄金仍在新周期的路上。</p>\n<p cms-style=\"font-L\">　　除了黄金，有色ETF也在年内收获了7%的收益率，在通胀与增长的权衡中，大宗商品仍将是四季度资产配置中不可或缺的一环。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">四季度如何配置资产</font></p>\n<p cms-style=\"font-L\">　　展望四季度，在热门板块已经积累了较高涨幅后，后市该如何投资？多家基金公司也在近期给出了资产配置建议。</p>\n<p cms-style=\"font-L\">　　永赢基金认为，展望后市，市场情绪仍维持高位，结构性机会持续出现，但市场前期上涨过程中也计入了一些远期预期，存在超涨信号。结构层面，本轮市场是流动性驱动行情，因此节奏上先成长，后面可能切到顺周期和消费，最后是稳定红利，当前阶段在成长板块之外，关注部分滞涨顺周期板块，可能有反内卷政策加码催化，等补涨后关注红利价值板块。</p>\n<p cms-style=\"font-L\">　　财通资管FOF投资部负责人张文君表示，今年以来科技、<font cms-style=\"font-L\">创新药</font>、<font cms-style=\"font-L\"><span>机器人</span><span></span></font>、能源安全等相关资产均显著上涨。从估值角度来说，前述品种当前估值并不低，但如果站在整个AI技术创新带来的全球第四次工业革命的角度来看，应该给予其一定的溢价空间。短期来看可能有一定波动，但四季度仍然较看好相关的产业链。</p>\n<p cms-style=\"font-L\">　　此外，张文君认为，近两年来与宏观基本面相关的资产中，供给逻辑相对占优的品种表现更突出，如有色等。在“反内卷”政策推进下，过去几年一些受制于供过于求、营收持续承压的品种，很可能迎来一定的估值修复机会，关注电新、化工等相关品种。</p>\n<p cms-style=\"font-L\">　　<a href=\"https://laohu8.com/S/603977\">国泰</a>基金认为，牛市基调不改，继续看好市场后续行情，风格不切换，新兴科技依然是主线，并增配周期金融，港股科技医药有望延续修复。一是AI依然是当前最具基本面景气度的方向，Oracle订单大增，海外tokens需求高速增长，CPX带来<font cms-style=\"font-L\">PCB</font>和1.6T光模块新需求周期；二是看好港股互联网，恒生科技在6月以来明显跑输A股TMT，美联储确认降息以后有望补涨；三是“反内卷”进一步推动改善<font cms-style=\"font-L\">新能源</font>行业竞争格局，光伏、锂电、风电三大领域值得关注。</p>\n<div>\n<span>MACD金叉信号形成，这些股涨势不错！</span>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：常福强 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>年内涌现53只“翻倍基”！2025年前三季度基金业绩放榜，永赢科技智选A赚194%，汇添富香港优势精选A赚155%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n年内涌现53只“翻倍基”！2025年前三季度基金业绩放榜，永赢科技智选A赚194%，汇添富香港优势精选A赚155%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-02 15:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-10-02/doc-infsnutr8797173.shtml><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：券商中国\n　　2025年前三季度落下帷幕，在这场结构性牛市中，公募基金行业迎来了丰收年，主动权益类基金凭借出色的表现，打了一场漂亮的“翻身仗”。\n　　数据显示，在AI算力和创新药两大景气赛道的支撑下，截至9月30日，全市场53只基金年内收益率翻倍，科技成长风格成为最大赢家；同时，以黄金为代表的大宗商品也高歌猛进，黄金ETF年内普遍上涨超40%。\n　　53只“翻倍基”横空出世\n　　在今年的...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-10-02/doc-infsnutr8797173.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159934":"黄金ETF","518660":"黄金ETF基金","518850":"黄金ETF华夏","518880":"黄金ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","HK0000934320.USD":"GF USD MONEY MARKET FUND CLASS C (USD) ACCUMULATION","DUST":"二倍做空黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF(iShares)","GDX":"黄金矿业ETF-VanEck"},"source_url":"https://finance.sina.com.cn/roll/2025-10-02/doc-infsnutr8797173.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2572592144","content_text":"来源：券商中国\n　　2025年前三季度落下帷幕，在这场结构性牛市中，公募基金行业迎来了丰收年，主动权益类基金凭借出色的表现，打了一场漂亮的“翻身仗”。\n　　数据显示，在AI算力和创新药两大景气赛道的支撑下，截至9月30日，全市场53只基金年内收益率翻倍，科技成长风格成为最大赢家；同时，以黄金为代表的大宗商品也高歌猛进，黄金ETF年内普遍上涨超40%。\n　　53只“翻倍基”横空出世\n　　在今年的结构性行情中，主动权益基金表现尤为突出，涌现出一批业绩惊人的“翻倍基”。\n　　Wind数据显示，截至9月30日，年内共有53只基金的收益率超过100%，其中主动权益基金达到了42只，占比近八成，充分体现了基金经理在科技成长等热门赛道上的精准布局能力。\n　　具体来看，任桀管理的永赢科技智选A以194.49%的回报率，问鼎2025年前三季度主动权益基金业绩冠军。二季报显示，该基金重仓了海外算力产业链，前五大重仓股分别为新易盛、中际旭创、天孚通信、胜宏科技、源杰科技等光模块、PCB龙头，其中PCB牛股胜宏科技年内大涨581%，为该基金贡献了丰厚收益。\n　　紧随其后的是张韡管理的汇添富香港优势精选A，年内收益率高达155.09%，该基金也是QDII基金中的领跑者。二季报显示，该基金重仓港股创新药，前五大重仓股分别为映恩生物、科伦博泰生物、信达生物、和黄医药、康诺亚。\n　　此外，冯炉丹管理的中欧数字经济A则以140.86%的收益率位列第三，吴海宁管理的恒越优势精选、韩浩管理的中航机遇领航分别以128.21%、127.17%的收益率排名第四和第五，这三只基金均重仓的是以海外算力为主的AI产业链。\n　　值得注意的是，只有今年回报率超过115%才能进入全市场基金业绩排名的前10位，竞争异常激烈。\n　　黄金ETF“霸榜”商品基金\n　　如果把主动权益基金的胜利归功于股票市场，那么在大宗商品领域，黄金无疑是今年最闪耀的“明星”。\n　　体现在基金业绩上，黄金ETF成为今年商品型基金的最大赢家。Wind数据显示，截至9月30日，14只黄金ETF的年内涨幅均超过40%，其中，赵栩管理的黄金ETF基金（518660.SH）和荣膺管理的黄金ETF华夏（518850.SH）今年以来的收益率分别达到41.48%和41.47%。\n　　若将时间拉长至最近三年，这些黄金ETF的累计回报更是超过110%，展现出强大的长期配置价值。\n　　近期，国际金价迭创新高，COMEX黄金最高触及3922.7美元/盎司的高点，距离突破4000美元/盎司的重要关口仅有一步之遥。华安基金认为，9月美联储重启降息后，后续的降息大周期或将利好黄金投资价值；叠加关税不确定性、美债信用危机、美联储独立性担忧，美元仍处于下行趋势，央行购金延续，黄金仍在新周期的路上。\n　　除了黄金，有色ETF也在年内收获了7%的收益率，在通胀与增长的权衡中，大宗商品仍将是四季度资产配置中不可或缺的一环。\n　　四季度如何配置资产\n　　展望四季度，在热门板块已经积累了较高涨幅后，后市该如何投资？多家基金公司也在近期给出了资产配置建议。\n　　永赢基金认为，展望后市，市场情绪仍维持高位，结构性机会持续出现，但市场前期上涨过程中也计入了一些远期预期，存在超涨信号。结构层面，本轮市场是流动性驱动行情，因此节奏上先成长，后面可能切到顺周期和消费，最后是稳定红利，当前阶段在成长板块之外，关注部分滞涨顺周期板块，可能有反内卷政策加码催化，等补涨后关注红利价值板块。\n　　财通资管FOF投资部负责人张文君表示，今年以来科技、创新药、机器人、能源安全等相关资产均显著上涨。从估值角度来说，前述品种当前估值并不低，但如果站在整个AI技术创新带来的全球第四次工业革命的角度来看，应该给予其一定的溢价空间。短期来看可能有一定波动，但四季度仍然较看好相关的产业链。\n　　此外，张文君认为，近两年来与宏观基本面相关的资产中，供给逻辑相对占优的品种表现更突出，如有色等。在“反内卷”政策推进下，过去几年一些受制于供过于求、营收持续承压的品种，很可能迎来一定的估值修复机会，关注电新、化工等相关品种。\n　　国泰基金认为，牛市基调不改，继续看好市场后续行情，风格不切换，新兴科技依然是主线，并增配周期金融，港股科技医药有望延续修复。一是AI依然是当前最具基本面景气度的方向，Oracle订单大增，海外tokens需求高速增长，CPX带来PCB和1.6T光模块新需求周期；二是看好港股互联网，恒生科技在6月以来明显跑输A股TMT，美联储确认降息以后有望补涨；三是“反内卷”进一步推动改善新能源行业竞争格局，光伏、锂电、风电三大领域值得关注。\n\nMACD金叉信号形成，这些股涨势不错！\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：常福强","news_type":1,"symbols_score_info":{"159934":0.6,"518660":1,"518850":1,"518880":0.6,"DUST":0.6,"1OZmain":0.6,"GCmain":0.9,"MGCmain":0.77,"QOmain":0.6,"SGCmain":0.6,"SGUmain":0.6,"GDX":0.6,"IAU":0.6,"NUGT":0.6}},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484190057554632,"gmtCreate":1759239057002,"gmtModify":1759239058854,"author":{"id":"3547015017327439","authorId":"3547015017327439","name":"梦回大宋","avatar":"https://static.tigerbbs.com/38d9d50afe5a1206d46949835fa63b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547015017327439","authorIdStr":"3547015017327439"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>&nbsp;昨夜，老庄家安然的在1.31--1.35织布，上上下下，稳健依然，突然不知何方力量，猛地抢走织布机，强行搞了一排飞线。然，今天老织匠又拿回机器，继续在1.31--1.35织布。。。。","text":"$Sundial Growers Inc.(SNDL)$ 昨夜，老庄家安然的在1.31--1.35织布，上上下下，稳健依然，突然不知何方力量，猛地抢走织布机，强行搞了一排飞线。然，今天老织匠又拿回机器，继续在1.31--1.35织布。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/328562855","isVote":1,"tweetType":1,"viewCount":3459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484190057554632,"gmtCreate":1759239057002,"gmtModify":1759239058854,"author":{"id":"3547015017327439","authorId":"3547015017327439","name":"梦回大宋","avatar":"https://static.tigerbbs.com/38d9d50afe5a1206d46949835fa63b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547015017327439","authorIdStr":"3547015017327439"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GNPX\">$Genprex, 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