关键时刻,张坤再次“对抗”市场:新入京东健康和顺丰

华尔街见闻
21 Jul

张坤有句名言:一个基金经理在从业历史上,至少应该敢于对抗市场两三次。2025年2季度,或许是他再次“对抗”市场的时候。当季度,市场上演“V”型反转,各板块差距迅速拉大。从风格指数看,全季度唯有金融股和港股“二枝独秀”,其余宽基和行业指数多数表现平平。同期,张坤管理的四个基金中有三个基金(易方达优质企业、易方达蓝筹、易方达优质精选)出现阶段性落后基准7.5个百分点以上的情况,唯有主投境外的易方达亚洲...

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