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中欧信息科技A三季度涨84%，基金经理杜厚良归因“运气比较好”，称短期极端高回报不可持续_蜘蛛资讯网

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celand． 　　May we be wise enough to choose long-term thinking over short-term gain． May we choose courage over conformity． And may we， big or small， work together to build a future where business is tr

可持续的，并将核心归因于“运气比较好”，主要是指处于合适的AI产业和市场环境中。　　从持仓数据来看，中欧信息科技A的前十大重仓股合计市值46.27亿元，高度聚焦于AI算力产业链。前三大重仓股为新易盛、阿里巴巴-W和工业富联，覆盖了光模块、互联网平台和服务器等多个AI基础设施环节。　　值得关注的是，基金经理在三季度对多数AI算力个股进行了大幅加仓。腾讯控股持仓增加345.55%，东山精密增加261.

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