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41家百亿元级私募现身168家上市公司:高毅资产是"持有王" 制造业————东方财富网博客

中国财经门户网站东方财富网(www.eastmoney.com)博客频道 东方财富博客,拥有实时的推荐评论股市的博文,最具人气的财经博客排行榜,还有最热门财经名人博主人气榜。东方财富博客万博园中名人博主为您指点股市,评述财经新闻。 ....

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券商、工业4.0 、 高端制造后势值得期待————东方财富网博客

券商、工业4.0 、 高端制造后势值得期待————东方财富网博客
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41家百亿元级私募现身168家上市公司:高毅资产是"持有王" 制造业板块最受青睐 _ 东方财富网

【41家百亿元级私募现身168家上市公司:高毅资产是“持有王” 制造业最受青睐】从二季度持股情况来看,相比一季度持仓有所调整,多家私募对部分上市公司有新进或增持表现,体现了风格切换下调仓意愿明显,但从板块布局来看,依然维持对制造业等板块的看好,仅在个股间换手。对于下半年,应在指数波动中寻找更多机会,例如对海运业的提前布局,以及对新能源的长期看好等。 ....

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