重拾京东健康、增持多只高端白酒股,张坤:悲观预期会在某个时刻被打破

澎湃新闻
21 Jul

2025年二季度,“顶流”基金经理、易方达基金张坤旗下三只基金一致加仓多只高端白酒股。7月21日,张坤在管的4只基金纷纷披露2025年二季报。截至2025年6月末,张坤旗下四只基金均跑输了同期业绩基准,在管总规模跌回500亿元梯队,约550亿元。调仓换股方面,易方达蓝筹精选、易方达优质精选、易方达优质企业三年持有一致增持了五粮液、泸州老窖、贵州茅台、山西汾酒、阿里巴巴,但同样为白酒股、且此前连续...

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