公募基金二季报陆续出炉,明星基金最新调仓动向浮出水面。继一季度大手笔买入寒武纪后,傅鹏博二季度盯上了新易盛,二季度末持有730.86万股,持仓市值达9.28亿元,新进其第六大重仓股。光模块龙头新易盛自2023年以来股价涨幅1502.9%,涨幅位居全市场第二。新易盛发布2025年半年度业绩预告,预计实现盈利37-42亿元,同比增长327.7%-385.5%,单Q2实现盈利21.27-26.27亿元,...
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