21世纪经济报道记者 易妍君公募基金二季报的披露接近尾声,QDII基金的调仓动向随之浮出水面。结合已披露季报的QDII基金,21世纪经济报道记者梳理发现,二季度,QDII基金的调仓呈现出两大方向:一是部分医药主题QDII基金增配港股并减仓美股;二是一些QDII基金同步增配港股、A股和美股,更重视均衡配置。展望后市,部分QDII基金经理坚定看好港股创新药中长期的投资机会,亦有基金经理透露将未来将继续...
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