根据最新披露的2025年第四季度报告,中欧基金葛兰所管理的两只医药主题基金——中欧医疗健康与中欧医疗创新,在报告期内对其投资组合进行了系列调整,操作方向显示出对医药产业内部不同细分领域前景的差异化判断。中欧医疗健康在第四季度保持了前十大重仓股基本构成的稳定。具体操作上,该基金增持了海思科与泰格医药,并对百利天恒、信立泰、科伦药业、百济神州进行了减持。资产配置方面,基金股票仓位小幅调整至93.21%...
Source Link根据最新披露的2025年第四季度报告,中欧基金葛兰所管理的两只医药主题基金——中欧医疗健康与中欧医疗创新,在报告期内对其投资组合进行了系列调整,操作方向显示出对医药产业内部不同细分领域前景的差异化判断。中欧医疗健康在第四季度保持了前十大重仓股基本构成的稳定。具体操作上,该基金增持了海思科与泰格医药,并对百利天恒、信立泰、科伦药业、百济神州进行了减持。资产配置方面,基金股票仓位小幅调整至93.21%...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.