格隆汇基金日报|高毅、迎水、睿郡等百亿私募最新持股浮出水面

格隆汇08-16

01基金经理最新动态1. 又一公募基金经理奔私！8月16日，中国证券投资基金业协会网站显示，深圳明诚私募证券基金管理有限公司（以下简称“明诚私募”）于8月12日登记备案。该基金公司实控人、总经理为兰乔，兰乔曾任博时基金股票投资部基金经理。2. 一个多月前曾晒实盘买入的基金经理离任今日，弘毅远方基金公告称，樊可离任弘毅远方汽车产业升级混合的基金经理。值得注意的是，樊可在7月初时，刚在蚂蚁理财社区晒出...

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SPV+公募投资规模不能超总资产规模的2.5%，股份制大行是5%”传言，有业内人士指出，指导仅针对部分农商行，并未涉及股份行和城商行，且该要求属“旧规”，但各地执行情况不一，近期区域重申要求，针对当前未满足比例要求的银行提出整改要求。2. 高毅、迎水、睿郡等百亿私募最新持股浮出水面截至8月13日已披露中报的上市公司中，有9家百亿私募旗下产品进入到17家上市公司（去重）前十大流通股东名单中。冯柳在二季度大手笔加仓了安琪酵母，增持幅度为2650万股。睿郡资产知名基金经理董承非管理的睿郡有孚1号私募基金、睿郡有孚3号私募基金小幅加仓了乐鑫科技。3. 中国股票基金连续十周获资金流入全球资金流向监测机构EPFR最新发布的周度数据显示，中国股票基金的资金流入推动EPFR追踪的新兴市场股票基金在8月第一周再次流入资金，这也是连续第10周中国股票基金获资金流入。4. 沙特阿拉伯公共投资基金（Public Investment Fund）的美股二季度持仓情况。今年二季度，该基金加仓较多的为美股科技公司超威半导体（AMD）和英伟达的call、，对英伟达、亚马逊、谷歌、拼多多、阿里巴巴等持股仓位没变。5. QFII二季度持仓动向浮出水面东方财富Choice数据显示，截至8月15日，在已发布中报的上市公司中，共有66家被QFII重仓持有。其中，南京银行被法国巴黎银行持有182836.53万股；分众传媒被摩根大通证券股份有限公司持有17756.67万股；华测检测、卫星化学、新集能源、华峰化学、万华化学等也被QFII重仓持股较多，持股数量均超过2000万股。新进方面，高盛公司新进持有了3411.39万股华测检测，普徕仕投资公司新进持有了1846.31万股海陆重工，美林国际新进持有了443.66万股金浦钛业，瑞士联合银行集团新进持有了315.33万股新元科技。6. 兴华基金再次自购旗下基金8月16日，兴华基金发布公告称，公司已于8月15日运用固有资金700万元申购旗下基金，这也是继今年2月该公司出手自购权益基金产品后又一次出手。Wind数据统计显示，截至8月16日，有121家公募基金公司年内自购过旗下产品，从数量来看，华夏基金、南方基金、摩根基金申购基金数量在30只以上，申购基金数超过10只的有19家。03今日ETF行情复盘A股三大指数震荡分化，截至收盘，沪指涨0.07%，深成指跌0.24%，创业板指跌0.08%。沪深两市成交额5912亿元，较上日缩量4亿元。两市超3500只个股下跌。盘面上， 华为海思、猴痘概念掀涨停潮，AI眼镜等消费电子概念股走高，银行股走强，养殖业板块全天低迷，建筑节能相关板块表现弱势。ETF方面，隔夜美股强势反弹，华夏基金纳斯达克ETF、广发基金纳指ETF分别涨4.23%和4.08%。日股大涨3%，华夏基金日经ETF涨3.82%。中概股也跟随上涨，招商基金中概互联ETF涨3.44%。港股全线上扬，华安基金恒生互联网ETF涨3.35%。养殖业板块全天低迷，养殖ETF跌2.02%。军工板块下挫，军工龙头ETF跌1.86%。游戏板块回调，游戏动漫ETF跌1.75%。04基金产品最新动态","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2459267466"}