公募基金二季报出炉,中欧基金葛兰持续看好创新药领域

厚金说
Aug 06, 2025

目前,国内公募基金2季报基本披露完毕,张坤、葛兰、刘彦春等基金经理的持仓变动备受瞩目,他们的操作或能为当下市场带来一些启示。易方达张坤在2025年二季度对持仓进行多维度调整。前十大重仓股大多增持或新增,腾讯控股稳坐第一大重仓股,仅阿里巴巴些许减仓至第6名。白酒股方面,大幅加仓五粮液、泸州老窖、贵州茅台、山西汾酒,洋河股份则退出前十大重仓股,同时美团退出,京东健康和顺丰控股新入。张坤认为,地产价格...

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