本轮经济周期开始以来,供给的瓶颈作用导致整个经济体系的利润向以钢铁、石化为代表的少数上游行业大幅转移,由此,一度带来了基金核心资产的高度集中与雷同。不过,随着这一轮经济周期的持续演进,利润向各行业的平均化成了一种趋势。我们关注,在这一趋势面前,基金将如何重塑它们新的核心资产 Since the start of the current round of economic cycle, the bottleneck of supply has led to a sharp shift in profits of the entire economy to a few upstream industries represented by steel and petrochemical industries. As a result, the core assets of the Fund were once highly concentrated and similar. However, as the round of economic cycles continues to evolve, the averaging of profits into various industries has become a trend. We are concerned about how the Fund will reshape their new core assets in the face of this trend