智通财经APP获悉,10月28日,知名基金经理谢治宇管理的基金公布了三季报。以兴全合润为例,其三季度的调仓幅度还是比较大的。中际旭创(300308.SZ)、澜起科技(688008.SH)、北方华创(002371.SZ)、东山精密(002384.SZ)等四只个股新进前十大重仓股,而这几家公司分别是光模块、高速互连芯片、半导体设备、PCB等细分赛道的龙头企业,可以看出大力加仓AI算力领域的趋势。...
Source Link智通财经APP获悉,10月28日,知名基金经理谢治宇管理的基金公布了三季报。以兴全合润为例,其三季度的调仓幅度还是比较大的。中际旭创(300308.SZ)、澜起科技(688008.SH)、北方华创(002371.SZ)、东山精密(002384.SZ)等四只个股新进前十大重仓股,而这几家公司分别是光模块、高速互连芯片、半导体设备、PCB等细分赛道的龙头企业,可以看出大力加仓AI算力领域的趋势。...
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