2025年下半年,葛兰旗下3只基金的内部持有情况出现明显分化。 3月31日,中欧基金投资总监、明星基金经理葛兰在管的3只公募基金披露2025年报,其隐形重仓股也随之曝光。 具体来看,同为医药主题的中欧医疗健康、中欧医疗创新均大幅增持了昭衍新药,同时中欧医疗创新还重新买回了奥浦迈、博腾股份、三生国健,并首次建仓特宝生物。 中欧明睿新起点则重新买回了工业富联、华友钴业、天齐锂业,并首次建仓...
Source Link2025年下半年,葛兰旗下3只基金的内部持有情况出现明显分化。 3月31日,中欧基金投资总监、明星基金经理葛兰在管的3只公募基金披露2025年报,其隐形重仓股也随之曝光。 具体来看,同为医药主题的中欧医疗健康、中欧医疗创新均大幅增持了昭衍新药,同时中欧医疗创新还重新买回了奥浦迈、博腾股份、三生国健,并首次建仓特宝生物。 中欧明睿新起点则重新买回了工业富联、华友钴业、天齐锂业,并首次建仓...
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