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重仓股暴跌 基金经理罕见道歉！刘彦春等顶流基金经理最新重仓股大曝光！ _ 东方财富网

　　实体经济融资增速从去年四季度开始快速回落，资金滞留在金融体系，二季度市场利率持续低于政策利率，资金面超预期宽松。地产和地方政府融资受限，基建投资相关领域快速降温，产业链呈现周期触顶迹象。新能源车、半导体等新兴产业继续保持高景气，相关领域投融资活跃，产能快速扩张。传统行业和新兴产业景气差别显著，叠加持续宽松的货币环境，股票市场风格再次走向极致。
　　全球经济走出疫情、逐步复苏仍然是下半年最主要的基本面。各行业复工进度会有差异，某些领域会出现暂时的供需失衡，阶段性混乱过后，一切总会回归常态。我们仍然需要关注美联储流动性回收节奏，利率和汇率的波动可能会对市场整体，特别是高估值领域造成一定冲击。我国货币环境也有边际收敛的可能，预期下半年地方债发行提速，基建投 ....

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重仓股暴跌，基金经理罕见道歉！明星基金经理看后市 _ 证券时报网

中欧远见二季报显示，该基金股票仓位由一季度末的61.65%提升至76.05%，周应波在季报中解释，仓位出现较大变动是因为基金开始了第二个封闭期，由于申购赎回，基金仓位在二季度有较大变化。此外，中欧远见在二季度依旧维持了近30%的港股仓位，与一季度相比变化不大。
从前十大重仓股来看，腾讯控股依旧是中欧远见的第一大重仓股，估值经过调整后的“核心资产”贵州茅台新进中欧远见的前十大重仓股，新能源板块中的两只大牛股宁德时代、中国宝安也新进其前十大重仓股之列，中国宝安今年以来股价已经翻倍增长。今年刚刚“换帅”的邮储银行也获得周应波关注，新进第8大重仓股。
周应波称，总体上，二季度市场风格发生明显的切换，市场给予短期业绩更高的权重，弱化了长期确定性较高资产的估值溢价。由于海内外流动性持� ....

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考上公务员后，北大毕业的基金经理，辞职了！ETF赛道繁花落尽"卷得不行"？_基金_金融频道首页_财经网

考上公务员后，北大毕业的基金经理，辞职了！ETF赛道繁花落尽"卷得不行"？_基金_金融频道首页_财经网
caijing.com.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from caijing.com.cn Daily Mail and Mail on Sunday newspapers.

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这位基金经理考上公务员后辞职了 新产品仅任职37天

嘉实恒生科技ETF基金经理高峰在任职仅37天后，便辞去了基金经理职务，证监会的一则拟录用参照公务员法管理事业单位工作人员的公示揭开了答案，记者注意到，高峰现身拟录用人员名单中。
每经记者黄小聪每经编辑叶峰
为何这么快离职？跳槽其它基金公司还是直接奔私？其实都不是！证监会的一则拟录用参照公务员法管理事业单位工作人员的公示揭开了答案，记者注意到，高峰现身拟录用人员名单中。
考上公务员后辞职
2019年4月，开始管理嘉实创业板ETF，随后又陆续管理了嘉实新兴科技100ETF、嘉实富时中国A50ETF、嘉实先进制造100ETF、嘉实医药健康100ETF等多只指数型基金，最长的管理时间刚超过2年。
今年以来，在嘉实基金新发行的基金产品中，高峰曾担任嘉实中证沪港深互联网ETF、嘉实中证软件服务 ....

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基金经理不再是香饽饽？嘉实基金高峰被证监会录用后辞职

基金经理不再是香饽饽？嘉实基金高峰被证监会录用后辞职
sina.com.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from sina.com.cn Daily Mail and Mail on Sunday newspapers.

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