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将继续偏好高端制造、化工、有色金属等高增长潜力行业。不过，托合江认为这将是一种长期持仓与动态调仓结合。“预计未来社保基金将长期持仓与动态调仓相结合，长期持有核心资产，例如中国巨石、海大集团，体现对龙头股的长期信心。同时，在业绩导向的背景下进行动态调整，加仓业绩增长的品种。”托合江说。

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