【环球网财经综合报道】随着公募基金二季度报告披露收官,贝莱德基金、富达基金、路博迈基金和摩根基金等外资公募机构的持仓策略浮出水面。二季度,部分外资公募旗下绩优产品延续了“科技+医药”的核心配置,同时显著增加了高股息资产的持仓。在科技板块,多只外资公募基金对科技行业的配置比例明显提升。以贝莱德先进制造一年持有混合为例,该基金在人工智能相关个股上的增持尤为显著,二季度新进增持了光通信领域的新易盛和...
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