异动解读|百胜中国盘中下跌3.16%,明星基金经理张坤二季度大幅减持

行情直击
Jul 22

7月22日,百胜中国盘中下跌3.16%,报339.6港元,成交额8643.13万港元。

消息面上,7月21日易方达基金张坤旗下基金披露二季报,其代表产品易方达蓝筹精选大幅减持百胜中国,减仓幅度约23.78%。该基金港股仓位由一季度的46.07%降至25.11%,几乎砍去一半,百胜中国虽仍列前十大重仓股,但持仓比例显著下降。张坤团队表示二季度以内需为主要敞口的上市公司经营压力普遍较大,基金整体转向科技板块配置。作为管理规模超200亿元的明星基金经理,其减持动作对市场情绪形成压制。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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