公募基金二季度继续加仓TMT板块

中央气象台：今天白天，强降雨扎堆出现在辽宁，特别是葫芦岛、锦州、大连等地部分地区降下大暴雨（100～207毫米）；山东半岛、湖北东部、江西北部、浙江西部和北部等地也出现分散性暴雨或大暴雨。上述部分地区最大小时降雨量有30～70毫米，辽宁大连、浙江杭州和宁波局地80～100毫米。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/465/w690h575/20230722/dda2-1f9e4f2cc99c39ccd9ab42ab18a8d823.jpg"]},"commentid":"live:finance-152-3185030:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2023-07-22 20:55:52","update_time":"2023-07-22 20:55:52","is_need_check":"1","check_time":"2023-07-22 20:55:57","check_status":"1","check_user":"yongsheng6@staff.sina.com.cn","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"辽宁"}","old_live_cid":"0","tab":"","tag":[{"id":"8","name":"其他"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3185029,"zhibo_id":152,"type":0,"rich_text":"【公募基金二季度继续加仓TMT板块】 据中证报，今年二季度，A股延续震荡态势，“AI+”成为市场核心热点之一。最新披露的基金二季报显示，公募基金二季度继续加仓TMT板块。多位基金经理表示，人工智能有望成为经济发展新引擎，板块内部蕴藏多重投资机会，不过，随着行情持续演绎，下一阶段板块内部可能出现分化，需要精挑细选标的。