基金经理二季度新动作曝光：归凯增持迈瑞医疗、爱博医疗，谭丽减持红利类资产

每日经济新闻07-18 10:29

《每日经济新闻》记者获悉，基金二季报正在快速披露，大家也得以一窥基金经理在二季度的操作。7月18日晚间，嘉实基金披露了旗下基金二季报，其中包括多位行业知名基金经理管理的产品。以归凯的代表作嘉实新兴产业为例，他在二季度大幅增持了迈瑞医疗、爱博医疗、人福医药、招商银行等个股，减持东阿阿胶和惠泰医疗。截至二季度末，该基金的行业配置依次为医药、制造、消费、科技和金融。该公司旗下另一位基金经理谭丽则适度减持...

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assets","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300760":1,"688050":1},"content_text":"《每日经济新闻》记者获悉，基金二季报正在快速披露，大家也得以一窥基金经理在二季度的操作。7月18日晚间，嘉实基金披露了旗下基金二季报，其中包括多位行业知名基金经理管理的产品。以归凯的代表作嘉实新兴产业为例，他在二季度大幅增持了迈瑞医疗、爱博医疗、人福医药、招商银行等个股，减持东阿阿胶和惠泰医疗。截至二季度末，该基金的行业配置依次为医药、制造、消费、科技和金融。该公司旗下另一位基金经理谭丽则适度减持了部分红利类的资产，主要是上游资源类资产，也是过去两年涨幅最高的资产。她在二季报中表示，该类资产经过持续几年的上涨后，估值已经趋于合理，继续上涨需要对商品价格有较强的假设，从投资性价比角度，吸引力已经有所下降。归凯大幅增持迈瑞医疗、爱博医疗、招商银行等，减持软件股归凯在二季报中表示，二季度国内市场在波动中下行，全A指数一二季度分别下跌2.85%和5.32%，整个上半年跌幅超过8%。市场风格呈现价值明显优于成长，大盘明显优于小盘的分化局面；行业层面看同样有巨大的分化，银行、煤炭、公用事业、石油石化、白色家电等红利类资产，以及部分受益于出口景气的行业表现突出，AI、低空经济等主题投资活跃，内需类资产如医药生物、计算机、商贸零售、房地产等行业现较差。他坦言，国内股票市场经历几年下跌后，当前市场情绪反而更加悲观，市场似乎已经不愿给以未来任何权重，更多表现为趋势风格的极致演绎，有从一个极端走向另一个极端的趋势。“我们认为一批优质成长股已经被显著低估。”从持仓上来看，以嘉实新兴产业股票基金为例，该基金二季度前十大重仓股名单变化不大，仅有一只新进个股公牛集团，中兴通讯则掉出了基金的前十大持仓。其中，归凯大手笔增持了迈瑞医疗、爱博医疗、人福医药、招商银行等个股，对爱博医疗增持幅度达到82.16%。同时减持了东阿阿胶和惠泰医疗。他的另一只产品--嘉实核心成长也显示出一脉相承的操作思路。通过这只产品，归凯大手笔增持了招商银行、迈瑞医疗、爱博医疗和公牛集团等个股，对爱博医疗和公牛集团的增持幅度分别达到83.63%和58.11%。减持方面，嘉实核心成长也小幅减持了东阿阿胶和惠泰医疗。整体而言，上半年归凯主要增持了受政策影响小的中药和国产化率较低的医疗器械类个股，以及低估值、稳增长且具有持续分红潜力的白电和银行板块个股。减持的板块主要包括估值偏高且下游需求承压的软件股。截至二季度末，嘉实新兴产业和嘉实核心成长的行业配置依次为医药、制造、消费、科技和金融。谭丽继续增持招商银行，减持太阳纸业、海信视像、万华化学、中海油我们再通过二季报来看看嘉实基金另一位知名基金经理谭丽的操作。她在二季报中表示，在一季度市场有所企稳的情况下，二季度受制于经济的疲弱，市场重新陷入低迷，投资人的信心非常低迷，缺乏增量资金，存量博弈的特征非常明显，红利资产以其较低的估值和较高的股息成为战略防御的重点。“我们仍然对权益市场的收益率空间持乐观态度，整体仓位仍然保持较高，核心原因是市场的经济基本面和估值水平都比较低，市场下行的风险较小，上行的时点和幅度取决于后续经济发展态势。”具体操作方面，二季度谭丽适度减持了部分红利类的资产，主要是上游资源类资产，也是过去两年涨幅最高的资产，“我们认为该类资产经过持续几年的上涨后，估值已经趋于合理，继续上涨需要对商品价格有较强的假设，从投资性价比角度，吸引力已经有所下降”。相比之下，她和团队认为大量稳健成长类公司的股价已经打入了较多悲观的预期，所以更加积极寻找有机会的底部资产。以谭丽的代表作嘉实价值精选为例，继一季度大手笔加仓招商银行之后，该基金二季度继续买入，使得招商银行一跃成为其第一大重仓股。此外，嘉实价值精选二季度还加仓了万科A，海丰国际、华鲁恒升成为新进前十大重仓股，春秋航空和中国神华则掉出了前十大重仓股的行列。减持方面，嘉实价值精选二季度减持了太阳纸业、海信视像、万华化学、中国海洋石油等个股，其中对太阳纸业减持18.72%、对中海油减持幅度达到29.39%。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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