百亿基金经理调仓路径出炉:张坤增聘共管后新布局,葛兰谢治宇反向操作

澎湃新闻
Jun 18

随着近期上市公司股东名单密集披露,百亿基金经理二季度调仓路径逐渐清晰。  具体来看,易方达基金张坤的代表作基金——易方达蓝筹精选,在增聘基金经理杨思亮、何一铖共管后,首次建仓广深铁路。与此同时,中欧基金葛兰与兴证全球基金谢治宇在泰格医药上反向而行;景顺长城基金刘彦春与大成基金徐彦对晨光股份的调仓路径同样彼此背离,永赢基金高楠则对嘉益股份进行了微调。  张坤增聘共管后的新布局  据广深铁路(...

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