牛市里基金经理买什么?

渐近投研
23 Jul

点击图片了解详情&咨询报名从今天这期内容开始,我们将会通过不同维度的数据分析,为大家提供一个公募基金二季报的全景图,帮助大家更好的理解目前机构资金的思考倾向和路径。今天这期内容我们先从TOP1%基金经理的持仓变动入手。相关数据大家可以自行查阅随文附带的PDF来了解单个基金经理的持仓变动情况。二季度TOP1%基金经理持仓变动结论:消费方向基金经理买入消费各细分行业及金融,集体卖出白酒。值得注意的主要...

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