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财经早咖啡

基金加仓港股+煤价破800!科技牛分歧加剧,该追还是该撤?

09 Nov 2025

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基金经理三季度狂加仓港股,AI、创新药成核心,港股“高切低”要启动?动力煤破800元/吨创年内新高,冷冬+供给收缩助力,年底或冲900元/吨,煤炭ETF遭资金疯抢!科技牛下基金操作两极:有人满仓暴涨40%,有人高位降仓避险。港股、煤炭、科技,现在该选谁?你更看好港股反弹还是煤炭延续涨势?科技股分歧背后该如何布局?欢迎留言、评论,与我们交流。更多全球财经动态、股市核心事件、行业趋势资讯,尽在财经早咖啡~

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