睿远基金二季报公布:傅鹏博减持中际旭创、东山精密,赵枫新进药明生物

每日经济新闻
Jul 17

今日,睿远基金旗下多只产品披露二季报。《每日经济新闻》记者注意到,傅鹏博管理的睿远成长价值,大幅减持中际旭创、东山精密,同时,腾讯控股退出前十大。  此外,赵枫管理的睿远均衡价值三年持有混合,重仓买入药明生物、华润置地。他在二季报中大篇幅谈到了对于科技行情的看法,并提及“当股价涨幅一直超过我们的研究认知,并且需要不断提高盈利预测来支撑股价的时候,投资这些标的变得较为困难。” 傅鹏博减持中际旭创、...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10