Jan 23, 2022 10:39 PM (GMT+8) · EqualOcean
With the release of the fourth quarter report of the fund in 2021, the position adjustment ideas of fund managers emerge. After combing the four seasons report, it is found that a group of fund managers represented by Li Xiaoxing, star fund manager of Yinhua Fund and Zhao Yi, star fund manager of Agricultural Bank of China Huili, have begun to reduce their positions in new energy. "At present, new energy is like the Baijiu and medicine in 2021", Zhao Yi, a star fund manager who has long been optimistic about new energy sources, expressed in a four season report of his fund, Nong Yin new energy theme mixed fund, that the share price of some new energy industry chain companies has already run ahead of the fundamentals.