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隐形重仓股纷纷出水 顶流基金经理持仓"别有洞天" _ 东方财富网

【隐形重仓股纷纷出水 顶流基金经理持仓“别有洞天”】随着基金半年报的持续披露,一众顶流基金经理的全部持仓浮出水面。梳理数据可以发现,在一些顶流基金经理的隐形重仓股(通常指基金重仓持有但未出现在基金前十大重仓股之列的个股)中,有不少个股表现突出。尽管这些隐形重仓股的持仓力度相对较小,但是突出的阶段性涨幅,也让基金收获颇丰。(中国证券报) ....

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张坤、傅鹏博、刘彦春、萧楠等基金"顶流"隐形重仓股来了(名单) _ 东方财富网

【张坤、傅鹏博、刘彦春、萧楠等基金“顶流”隐形重仓股来了(名单)】本周,又有一批基金半年报陆续披露,越来越多明星基金经理的“排兵布阵”跃然纸上:比如张坤大幅度“戒酒”,精选“内涵”高成长股;萧楠精选优质消费品企业;归凯坚守生物医药;杨锐文看好中小板市值龙头品种;傅鹏博加仓医药和高端制造股、“清仓”白酒股;赵枫逢低加码港股;邬传雁“清仓”地产股,首度“试水”教育股;秦毅重点“押注”医药股,减仓白酒股;刘彦春深耕大消费等等。(中国基金报) ....

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基金和上市公司半年报披露多位明星基金经理隐形重仓股 _ 东方财富网

【基金和上市公司半年报披露多位明星基金经理隐形重仓股】随着公募基金半年报、上市公司半年报密集披露,多位明星基金经理的隐形重仓股浮出水面。景顺长城基金半年报公示了旗下刘彦春、杨锐文等明星基金经理二季度的持股明细。同时,记者从多家上市公司半年报中看到,傅鹏博、谢治宇、周应波等明星基金经理上半年擒获了不少大牛股。 ....

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