当下公募基金四季报已逐渐开始,越来越多的大佬持仓浮出水面。今天的文章,我们先来看一看睿远傅鹏博、赵枫两位基金经理的最新持仓及观点。以下为主要内容:·先来看傅鹏博傅鹏博2025年在管主要基金A收益情况约为:64.70%。综合傅老师旗下基金报告,我们发现,2025年第四季度,傅老师持仓整体主要以减持为主,持仓中的头部公司均迎来不同幅度的减持动作。如减持新易盛、胜宏科技、宁德时代、腾讯控股、立讯精密、...
Source Link当下公募基金四季报已逐渐开始,越来越多的大佬持仓浮出水面。今天的文章,我们先来看一看睿远傅鹏博、赵枫两位基金经理的最新持仓及观点。以下为主要内容:·先来看傅鹏博傅鹏博2025年在管主要基金A收益情况约为:64.70%。综合傅老师旗下基金报告,我们发现,2025年第四季度,傅老师持仓整体主要以减持为主,持仓中的头部公司均迎来不同幅度的减持动作。如减持新易盛、胜宏科技、宁德时代、腾讯控股、立讯精密、...
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