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刚刚，顶流基金经理最新重仓股大曝光！刘格菘、焦巍、萧楠、李晓星、黄兴亮、邹曦…4500字股市雄文也火了！

　　
　　一、二季度和上半年主要调出和调入操作以及伴随的反思如下：
　　1、对原来重仓的快递业龙头进行了清仓。我们原来重仓这个行业龙头的原因是基于其日常生活的粘性以及用户愿意为时间付费从而加强其行业护城河壁垒的判断。事实证明我们的误判很可能只是基于疫情期间的特殊情况。护城河分为几种，其中一种护城河从目前的情况看来，需要永远的不停加深加阔，一旦停止就面临对手护城河的侵蚀。城里的人民则很难因为护城河存在就过上幸福的生活。同时基于古代战争的护城河还总是面临现代空军的越位打击。在基金管理人重读了段永平的投资心得之后，发现其早就对需要雇佣过多人力数目的行业投资提出过警示。同时在一季报之后，我们发现自己对需要基于信息优势的投资标的处于先天劣势，因此本着亡羊补牢的态度 ....

Zhang Ping , United States , France General , Hong Kong , Sri Lanka , Shaw Nan , Cho Tiger , Wuliangye Cho , Liu Shaw Nan Lee , Technology Medical , Fund Disclosure , Fund Shaw Nan , Group Market , Clean Energy , Fund The , Shanxi Fen Tencent Holdings , Bank Market , Technology Innovation , Fund Management , Servicea Us , Division Market , China The Fund Lee , Servicea Region , Sf Holdings Market , Technology Market , Liu Shaw Nan Lee Xing ,

刚刚，顶流基金经理最新重仓股大曝光！刘格菘、焦巍、萧楠、李晓星、黄兴亮、邹曦…4500字股市雄文也火了！

刚刚，顶流基金经理最新重仓股大曝光！刘格菘、焦巍、萧楠、李晓星、黄兴亮、邹曦…4500字股市雄文也火了！
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Zhang Ping , United States , France General , Hong Kong , Sri Lanka , Shaw Nan , Cho Tiger , Wuliangye Cho , Liu Shaw Nan Lee , Technology Medical , Fund Disclosure , Fund Shaw Nan , Group Market , Clean Energy , Fund The , Shanxi Fen Tencent Holdings , Bank Market , Technology Innovation , Fund Management , Servicea Us , Division Market , China The Fund Lee , Servicea Region , Sf Holdings Market , Technology Market , Liu Shaw Nan Lee Xing ,