每經AI快訊，在當前(qian)(qian)弱(ruo)勢(shi)行(xing)情(qing)(qing)(qing)中，產業(ye)(ye)(ye)(ye)趨勢(shi)成為(wei)機構(gou)進行(xing)布(bu)局(ju)(ju)的重要(yao)考量(liang)因素。從(cong)上(shang)海(hai)證(zheng)券報記者了(le)解到的情(qing)(qing)(qing)況來看，行(xing)業(ye)(ye)(ye)(ye)需(xu)求回暖(nuan)、商業(ye)(ye)(ye)(ye)模式改進、國內企(qi)業(ye)(ye)(ye)(ye)話語權提(ti)升的面(mian)(mian)板(ban)行(xing)業(ye)(ye)(ye)(ye)，成為(wei)機構(gou)重點關(guan)注的投(tou)資方(fang)向。過去(qu)幾個月，多位知名基金(jin)經理出手布(bu)局(ju)(ju)面(mian)(mian)板(ban)行(xing)業(ye)(ye)(ye)(ye)龍頭(tou)股(gu)。從(cong)機構(gou)調研的情(qing)(qing)(qing)況來看，京東(dong)(dong)(dong)方(fang)A、TCL科技等(deng)行(xing)業(ye)(ye)(ye)(ye)龍頭(tou)股(gu)吸(xi)引(yin)數百家(jia)機構(gou)前(qian)(qian)去(qu)調研。 從(cong)機構(gou)的布(bu)局(ju)(ju)情(qing)(qing)(qing)況來看，根據上(shang)市公司定期報告(gao)，過去(qu)半年多來，知名投(tou)資人(ren)鄧曉(xiao)(xiao)峰(feng)(feng)大(da)手筆布(bu)局(ju)(ju)。以他管(guan)理的兩(liang)只產品(pin)為(wei)例，今年三季度末，高(gao)毅(yi)曉(xiao)(xiao)峰(feng)(feng)鴻遠集合(he)資金(jin)信托計劃成為(wei)TCL科技新進前(qian)(qian)十大(da)流通(tong)股(gu)股(gu)東(dong)(dong)(dong)，高(gao)毅(yi)曉(xiao)(xiao)峰(feng)(feng)2號致信基金(jin)增持TCL科技超2000萬(wan)股(gu)。另(ling)一只面(mian)(mian)板(ban)龍頭(tou)股(gu)京東(dong)(dong)(dong)方(fang)A，也被鄧曉(xiao)(xiao)峰(feng)(feng)大(da)手筆買入(ru)。截至(zhi)三季度末，高(gao)毅(yi)曉(xiao)(xiao)峰(feng)(feng)2號致信基金(jin)、高(gao)毅(yi)曉(xiao)(xiao)峰(feng)(feng)鴻遠集合(he)資金(jin)信托計劃均是京東(dong)(dong)(dong)方(fang)A新進前(qian)(qian)十大(da)流通(tong)股(gu)股(gu)東(dong)(dong)(dong)。（上(shang)海(hai)證(zheng)券報）