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水晶卖爆了

能涨抗跌,7年回报381.8%,华商基金胡中原300亿组合大调仓:布局AI应用硬件、化工周期股_蜘蛛资讯网

福建板块集体爆发

3年四季度,就开始关注机器人板块,但当时持仓较轻,  他在当时的年报中也简单地提到,  “随着人工智能技术取得突破,相关产业发展方向逐步明晰”,因而增配了相关的通信、电子、传媒、机器人等板块;  到2024年四季度,胡中原开始正式布局机器人赛道,  大举买入三花智控,连续持有5个季度,不断增持,期间股价翻了一倍多。  到2025年四季度,三花智控已经成为华商润丰和华商元亨的第一大重仓。  5、组合

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