“翻倍基”最新调仓曝光,狂扫科技医药龙头,泡泡玛特成最牛重仓股

中国基金报
Jul 18, 2025

伴随基金二季报密集披露,绩优基金经理的最新持股变动、投资策略,以及对下半年的布局思路浮出水面。今年二季度市场震荡上行,不少绩优基金保持高仓位运作,重点加仓了科技与医药板块。展望后市,基金经理普遍看好权益类资产的配置价值,认为有较多结构性机会可把握。一批绩优基金经理调仓换股7月17日,永赢基金首席权益投资官兼权益投资部总经理高楠旗下永赢睿信披露了基金二季报。截至7月17日,永赢睿信近一年业绩为...

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