---
title: "多只基金 “变身”，细分科技成热门标签"
description: "近期，多只主动权益类基金调整产品策略，聚焦汽车行业相关的半导体与算力领域，布局未来 1 到 3 年的机会。这一趋势显示出基金在科技细分领域中长周期机会的重塑。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/254692460.md"
published_at: "2025-08-26T22:13:20.000Z"
---

# 多只基金 “变身”，细分科技成热门标签

> 近期，多只主动权益类基金调整产品策略，聚焦汽车行业相关的半导体与算力领域，布局未来 1 到 3 年的机会。这一趋势显示出基金在科技细分领域中长周期机会的重塑。

近期，又有一只主动权益类基金宣布调整产品策略，将重点关注与汽车行业相关的半导体与算力领域，精细化布局后续 1 到 3 年的机会。今年以来，多只主动权益类基金 “重塑” 产品定位，且多瞄准科技细分领域中长周期机会。（上证报）

### Related Stocks

- [CP00062.US - 半导体](https://longbridge.com/zh-CN/quote/CP00062.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Are Wall Street Analysts Predicting Martin Marietta Stock Will Climb or Sink? | Are Wall Street Analysts Predicting Martin Marietta Stock Will Climb or Sink? | [Link](https://longbridge.com/zh-CN/news/276449956.md) |
| Atreides Management, LP Boosts Microsoft Stake by 181,468 Shares | Atreides Management, LP has increased its stake in Microsoft by 181,468 shares. Despite recent volatility, Microsoft sha | [Link](https://longbridge.com/zh-CN/news/276406472.md) |
| Moore Capital Management LP Cuts 347,092 Microsoft Shares | Moore Capital Management LP has reduced its Microsoft shares by 347,092. Despite recent volatility, Microsoft remains up | [Link](https://longbridge.com/zh-CN/news/276406322.md) |
| Saks Global gets final court approval for $1 billion bankruptcy loan after addressing vendor complaints | A U.S. bankruptcy judge has approved Saks Global's $1 billion bankruptcy financing after the company addressed vendor co | [Link](https://longbridge.com/zh-CN/news/276471329.md) |
| SanDisk Stock (SNDK): Who Is TipRanks' All-Star Analyst on This AI Infrastructure Play? | Analyst Vijay Rakesh of Mizuho Securities has been named TipRanks' All-Star Analyst, ranking #15 among over 12,000 analy | [Link](https://longbridge.com/zh-CN/news/276195612.md) |

---

> **免责声明**：本文内容仅供参考，不构成任何投资建议。
