张坤变了!这是在悄然颠覆自己吗?

起点财经
Aug 05

作者:翠鸟资本来源:翠鸟资本文章已获授权张坤悄然对自己最熟悉的阵地动起了“手术刀”。在2025年二季报中,他仍高举白酒大旗,但却在内部做出不同以往的权重排序——茅台不再是是压舱石般的C位,而是被五粮液和泸州老窖“超车”。与此同时,他还罕见地重仓了不曾尝试的资产,市场一头雾水。这位被视为“消费信仰派”的基金经理,似乎正悄然进行一场自我颠覆。他为什么悄然改变?是对白酒内部估值格局的重新判断?还是试图在...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10