谢治宇、张坤、丘栋荣等大幅加仓，港股机会来了？

中国证券网2022-07-23

最新披露的基金二季报显示，包括谢治宇、张坤、丘栋荣、李耀柱等在内的多位明星基金经理均在今年二季度对港股进行了大举加仓。其中，快手-W更是连续两个季度位居谢治宇管理的兴全合宜混合第一重仓股。今年以来，尽管港股整体表现低迷，但南向资金持续扫货，多位基金经理在二季报中表示，将继续聚焦港股市场中的互联网、科技、医药等板块的投资机会。多位明星基金经理增持港股根据最新披露的基金二季报，多位明星基金经理在今年...

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精彩评论

dd0101
2022-07-25
dd0101
啥眼神，加仓快手？北水基金高吸低抛，只知道拿基民血汗给相好的放烟花
galaxy
2022-07-24
galaxy
大多是为了托盘加仓的，反正不花自己的钱，又能保饭碗。大约从08年吧，上投摩根亚太优势开始，才懂了这种含投香港的基金是怎么回事[难过]
- 主公:
  还有这
- astrozhu:
  学习了吧！
- 棒棒的杨杨:
  阅
- 潇湘yeyu:
  好好
- 虎大哥小哥:
  [微笑]
谷峪
2022-07-23
谷峪
好
阿龙啊
2022-07-23
阿龙啊
太难
踏浪者
2022-07-23
踏浪者
这些明星基金经理就是一群笑话，市场好的时候跑不过行业指数，市场不好的时候一样跌的跟狗一样，与其这样，到不如直接买风口上的行业指数，费率还低。二季度加仓这么多，七月也没看哪个港股突破阻力扶摇直上。
- layais:
  mark
- ghiblibli43:
  哦哦哦
- Goldsniper:
  因为三季度他们又跑了，发现原来反垄断法是真的爸爸
- WLUN:
  同意
- 朱耀尉:
  好

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