公募首份三季报亮相:不“All in”,权益仓位降到59%,凯莱英升至第一大重仓股

华夏时报网
Oct 15

10月13日,南方港股医药行业混合发布2026年第三季度报告,成为公募基金行业首份三季报。报告显示,该基金A、C份额季内净值增长率分别达到18.49%、17.73%,并对创新药及CXO板块的持仓结构进行了明显调整。  这份季报的亮相,与三季度医药板块的整体走强形成呼应。医药主题基金从上半年的“陪跑”角色迅速切换为“领跑者”,近三个月主动权益基金涨幅前15名全部被医药主题基金占据。  降仓位、加...

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