建仓鱼跃医疗、中国国贸与欧派家居，张坤：投资与奥运跳水比赛的计分方式并不相同

澎湃新闻08-30

8月30日零点，易方达基金副总经理张坤旗下在管基金纷纷披露2024年中期报告。以其规模最大的产品——易方达蓝筹精选为例，该基金于今年上半年布局增持了消费与医疗保健板块，首次建仓了鱼跃医疗、中国国贸与欧派家居。“在需求不足的情况下，越来越多的行业出现了竞争加剧和整体盈利能力下降的情况。”张坤表示，一些企业面临的困境，正如想要观看一场盛大的沿街演出，就不得不踮起脚尖，而很快，其他人也都逐渐踮起了脚尖，...

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