如何用基金交易雅下水电主题

财新数据通2025-07-29

主要包括大基建类、建材类、工程机械类及电网电力、央国企相关指数基金。主题情绪高潮过后将迎分化期，业内提示风险，建议转向相对低估值或具有长期成长性领域总投资约1.2万亿的雅鲁藏布江下游水电工程宣布开工以来点燃权益市场激情，除了飙涨的概念股，围绕相关标的进行布局的基金也迎来海量资金流入。目前，公募市场在雅下项目“施工-建材-设备-输电”等几大环节，已主要布局四类相关产品，分别跟踪以下核心指数。一是与...

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