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随着上市公司2021年半年报陆续披露,公募基金重仓股显山露水,顶流基金经理挖掘的独门股备受市场关注,例如兴证全球基金谢治宇、中欧基金葛兰、中庚基金丘栋荣等。值得注意的是,二季度知名基金经理纷纷加仓中小市值股票,风格一定程度上转向“小而美”。其中,谢治宇偏好中小市值的科技股和医药股,葛兰青睐次新股,邱栋荣持股数量大增,持仓中有不少中小股票。

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