腾讯遭减持 白酒获加码 军工成新宠!基金二季报曝光顶流调仓路线

华夏时报
Jul 23, 2025

7月下旬,公募基金二季报密集披露,明星基金经理调仓动向浮出水面。面对二季度震荡分化的市场,他们在持仓结构上进行了显著调整:刘格菘大幅转向军工、新消费与港股互联网;张坤坚定加仓白酒并减持部分科技龙头;崔宸龙则聚焦固态电池与AI技术突破领域。  值得注意的是,在二季度成长板块整体承压的背景下,这三位管理规模较大的基金经理旗下产品普遍遭遇净赎回,业绩表现亦不突出。但是,三位基金经理对下半年宏观环境的预期...

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