据统计,内地公募基金第二季大幅调整持仓,从消费股转向人工智能相关股份。最新季报披露,内地最大主动型基金之一的易方达蓝筹精选混合基金,将其长期持有的贵州茅台(600519.SH) 、五粮液(000858.SZ) 及泸州老窖(000568.SZ) 等白酒股合计仓位,由3月底的30%降至6月底的13%,同时新增中芯国际(688981.SH) 及东山精密(002384.SZ) 等AI相关股份的持仓。而景顺...
Source Link据统计,内地公募基金第二季大幅调整持仓,从消费股转向人工智能相关股份。最新季报披露,内地最大主动型基金之一的易方达蓝筹精选混合基金,将其长期持有的贵州茅台(600519.SH) 、五粮液(000858.SZ) 及泸州老窖(000568.SZ) 等白酒股合计仓位,由3月底的30%降至6月底的13%,同时新增中芯国际(688981.SH) 及东山精密(002384.SZ) 等AI相关股份的持仓。而景顺...
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