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国防建设迎窗口期各大基金入局这一细分赛道！券商推荐个股名单抢先看 _ 东方财富网

国防建设迎窗口期各大基金入局这一细分赛道！券商推荐个股名单抢先看 _ 东方财富网
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A股走出独立行情，十大顶流基金经理最新调仓动向出炉！

A股走出独立行情张坤萧楠归凯等十大顶流基金经理最新调仓动向出炉

　　此外，一季度的第二大重仓股五粮液被减持了550万股，持仓市值占基金净值比从9.2%降至5.5%。　　张坤管理的易方达蓝筹精选中，平安银行淡出前十大，新进前十大的是爱尔眼科。二季度张坤增持腾讯控股200万股，持仓市值占基金净值比从9.43%上升至9.78%，跃升至第三大重仓股。　　除了张坤之外，作为双子星之一，萧楠无疑是易方达旗下另一位最受关注的基金经理。　　萧楠管理规模较小的易方达科顺中，一季度末的持仓与消费行业的持仓有9只重合，但是二季度重合度则降低，最明显的就是新进了招商银行。　　广发基金明星基金经理刘格菘管理的广发多元新兴股票型基金二季报显示，刘格菘在二季度加仓光伏龙头隆基股份，隆基股份跃升为头号重仓股。刘格菘称，二季度调研结论显示，光伏产业链、动力电池、化工新材料、面板等�

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The net profit of China report is expected to exceed 470 million. This enterprise withdraws from the market of power battery products._SMM

The net profit of China report is expected to exceed 470 million. This enterprise withdraws from the market of power battery products._SMM
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量化之14日复盘————东方财富网博客

量化之14日复盘————东方财富网博客
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