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社保基金155亿持仓曝光：龙头压舱，加码科技_蜘蛛资讯网

朴宝剑 偶遇

基金有望逐步提升对相关领域的配置力度，以更好地把握产业成长带来的投资机遇。”杨德龙预计，这一调整将更侧重于科技创新和新质生产力方向。托合江也判断，社保基金未来将继续偏好高端制造、化工、有色金属等高增长潜力行业。不过，托合江认为这将是一种长期持仓与动态调仓结合。“预计未来社保基金将长期持仓与动态调仓相结合，长期持有核心资产，例如中国巨石、海大集团，体现对龙头股的长期信心。同时，在业绩导向的背景下进行

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