中欧基金投资总监葛兰旗下两只医药主题基金再遭高份额净赎回。7月19日,葛兰在管基金披露了2025年二季报。股票仓位方面,中欧医疗健康的股票仓位由此前94.24%的历史最高水平降至94.04%,仍保持高仓位运作;中欧医疗创新的股票仓位则再刷历史新高,达93.59%。在调仓换股上,中欧医疗健康在二季度期间的换股动作较为明显,百利天恒、信立泰、百济神州、新诺威新进持仓前十,还增持了科伦药业。三生制药则...
Source Link中欧基金投资总监葛兰旗下两只医药主题基金再遭高份额净赎回。7月19日,葛兰在管基金披露了2025年二季报。股票仓位方面,中欧医疗健康的股票仓位由此前94.24%的历史最高水平降至94.04%,仍保持高仓位运作;中欧医疗创新的股票仓位则再刷历史新高,达93.59%。在调仓换股上,中欧医疗健康在二季度期间的换股动作较为明显,百利天恒、信立泰、百济神州、新诺威新进持仓前十,还增持了科伦药业。三生制药则...
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