银华基金明星基金经理李晓星代表作——银华心怡二季度增持中芯国际、小米集团、宁德时代、中国移动,减持腾讯。7月18日,李晓星旗下产品悉数披露二季报。以银华心怡为例,分众传媒、汇川技术、中国联通、中海油田服务、顺丰控股新进持仓前十。其中,在2024年上半年清仓顺丰控股后,银华心怡又于今年二季度重新将该股买回,并首次买入港股的顺丰控股。另一方面,美的集团、贵州茅台、比亚迪、阿里巴巴、美团均退出银华心怡的...
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