注意！高瓴二级市场新“代言人”A股踪迹曝光

上海证券报 2021-11-29

上海瓴仁私募基金管理合伙企业（下称“瓴仁投资”）的A股踪迹浮出水面。今年8月完成备案后，被视为高瓴二级市场新“代言人”的瓴仁投资最近可谓动作频频。Choice数据显示，截至11月29日，瓴仁投资备案以来调研A股上市公司数量超过10家，从行业分布来看，其对科技相关行业颇为关注，比如半导体、智能汽车等领域。值得注意的是，据华润信托统计，私募整体也在10月加仓半导体行业。业内人士认为，在政策护航、...

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