基金经理展望下半年科技股：AI仍是核心主线押注赛道转向验证业绩

格隆汇09-01 07:36

根据已披露的2026年基金半年报，多位知名基金经理对下半年的科技股发表了行情展望。整体来看，AI仍是核心主线，但基金经理的策略分歧明显加大，投资重点正从押注赛道转向验证业绩。但在经历了多个季度的连续上涨后，公募基金对以AI为核心的科技板块上涨的集体共识已然消解，对于风险的提示则成为半年报展望的高频词。

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基金经理展望下半年科技股：AI仍是核心主线 押注赛道转向验证业绩

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基金经理展望下半年科技股：AI仍是核心主线押注赛道转向验证业绩