睿远基金旗下产品最新重仓股曝光:傅鹏博加仓寒武纪,赵枫买回美的

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1月21日,睿远基金旗下两位明星基金经理在管产品披露2025年四季报。在2025年四季度期间,傅鹏博和朱璘管理的睿远成长价值混合基金加仓了寒武纪,新易盛、阿里巴巴、东山精密等个股则遭其减仓。睿远基金另一位明星基金经理赵枫管理的睿远均衡价值三年持有,其股票仓位已攀升至近三年最高水平。该基金重新买回了美的集团,华润万象生活、格力电器也新进其持仓前十。同时,立讯精密、中国平安等被该基金减仓;小米、...

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