【广发基金刘格菘建仓法拉电子、菲利华，称“下半年资本市场预计会好于上半年”】金十数据8月29日讯，广发基金副总经理刘格菘管理的广发小盘成长混合基金2024年中报率先披露。

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【广发基金刘格菘建仓法拉电子、菲利华，称“下半年资本市场预计会好于上半年”】金十数据8月29日讯，广发基金副总经理刘格菘管理的广发小盘成长混合基金2024年中报率先披露。在调仓换股方面，该基金首次建仓买入了法拉电子、菲利华；此外，刘格菘大幅增持了天合光能、固德威，卓胜微、凯赛生物则遭不同程度减持。展望下半年，刘格菘表示，预计整体经济增长仍保持平稳运行，结构性政策力度有望进一步加大。下半年在稳消费...

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