减持京东健康与白酒股,张坤:强大的内需市场对科技创新有重要促进作用

澎湃新闻
Jan 22

2025年四季度,“顶流”基金经理、易方达基金张坤旗下三只基金同步减配多只白酒股。  1月22日,张坤在管的4只基金悉数披露2025年四季报。截至2025年12月末,张坤旗下在管总规模已降至约483.83亿元。  调仓换股方面,易方达蓝筹精选、易方达优质精选、易方达优质企业三年持有一致减持了贵州茅台、五粮液、泸州老窖、山西汾酒。此外,京东健康、分众传媒、招商银行也遭张坤明显减仓。  另在地区配置...

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