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![海通策略：数字经济短期或有波折，<a href=]()
抖客网，但依然是全年主线" src="data:image/png;base64,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">
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海通策略研报认为，数字经济短期或有波折，但依然是全年主线。借鉴公募基金大调仓经验看，历史上公募基金加仓新的行业往往需要较长的过程，2016年公募基金持仓从TMT转向白酒家电花了1年，之后持续持有白酒家电3年，2020-2021年从白酒转向新能源花了1年时间，此后持续持有新能源2年至今。随着数字经济发展提速，公募基金或将持续增配TMT板块。
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原标题：【海通策略：数字经济短期或有波折，但依然是全年主线】
内容摘要：用微信扫描二维码 分享至好友和朋友圈 QQ空间 扫一扫 用微信扫描二维码 分享至好友和朋友圈 海通策略研报认为，数字经济短期或有波折，但依然是全年主线。借鉴公募基金大调仓经验看， ...
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