公募基金二季报陆续披露,从持仓情况看,公募仓位正“腾笼换鸟”。曾因重仓新能源一战成名的基金经理刘格菘最新持仓动向来了,二季度大调仓。刘格菘二季度新进买入一只30倍热门股——泡泡玛特,其今年6月12日股价创下283.4港元的历史新高,较2022年11月初8.66港元,3年不到股价涨幅超过3172%。从刘格菘整体持仓看,振华科技、晶科能源、晶澳科技、中航光电等昔日“心头好”集体跌出前十大重仓;取而代之...
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