加仓分众传媒、百胜中国,张坤:中国消费增速有望长期跑赢GDP增速

澎湃新闻
Oct 28

10月28日,“顶流”基金经理、易方达基金张坤在管的4只基金纷纷披露2025年三季报。截至2025年9月末,张坤旗下四只基金全数跑赢了同期业绩基准,在管总规模约565.44亿元。  调仓换股方面,整体来看,张坤在三季度更加聚焦于内需消费与科技板块,增持了分众传媒、百胜中国以及谷歌公司,部分基金进一步加仓了贵州茅台、五粮液;与之相对的是,张坤减持了山西汾酒、泸州老窖、京东健康等标的。  值得一提的是...

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