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A drone carrying daily necessities takes off from a low-altitude smart logistics base to deliver supplies to vessels operating on the Yangtze River at a port in Tongling, East China's Anhui Province, on August 25, 2026. In recent years, the area has leveraged the opportunities presented by low-altitude economy and its strategic location along the Yangtze River to provide fast, drone-based delivery of supplies to passing vessels. Photo: VCG
    A drone carrying daily necessities takes off from a low-altitude smart logistics base to deliver supplies to vessels operating on the Yangtze River at a port in Tongling, East China's Anhui Province, on August 25, 2026. In recent years, the area has leveraged the opportunities presented by low-altitude economy and its strategic location along the Yangtze River to provide fast, drone-based delivery of supplies to passing vessels. Photo: VCG
。    近期,科技板块再度出现明显调整,电子等前期热门方向波动加大。市场震荡之下,公募资金并未明显撤离科技赛道,反而在部分细分方向继续加码。最新数据显示,截至8月21日,公募权益类基金整体仓位升至94.47%,电子行业配置比例突破30%,并获得明显主动增持。与此同时,上周公募调研次数环比增长逾2倍,电子行业亦成为机构首要关注方向。金鹰基金首席经济学家杨刚在接受采访时表示,中期继续维持均衡配置,重点观察AI产业趋势与半年报业绩验证。海外信用担忧缓和后,流动性环境改善预计仍能为市场提供支撑。(上证报)原文链接。

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Published on:13:15:12


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