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减仓宁德时代？"冠军"们有分歧！林英睿晋升"百亿"，梦圆的真假逆袭-基金-金融界

　　而在二季报中对后市的展望里，基金经理韩广哲将新能源与生物疫苗、CXO并列为潜在的机会。而对于宁德时代是否继续看好，在近日财联社记者的专访中也并未明确提及，更多还是将注意力放在了医药行业。
　　这种“矛盾”还体现在了周应波身上。二季度，周应波的两只“百亿”基金，中欧创新未来的十大重仓股中已没有了宁德时代的踪影；而他管理规模最大的基金，同时也是宁德时代最大的公募基金持有人之一中欧时代先锋，二季度小幅增持5.66万股。
　　如果期间没有来回“折腾”，宁德时代的持仓直接为中欧时代先锋创造了超8亿的盈利（持仓市值从12.04亿元增至20.28亿元），占该基金二季度盈利比重超20%（中欧时代先锋A/C类份额二季度合计利润30.19亿元）。
　　林英睿新晋“百亿”，押注航空股估值触底反弹
　　作为� ....

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金融报道｜上半年公募权益篇：迷你基金角逐"王位"的背后清盘同比翻倍_基金_金融频道首页_财经网

金融报道｜上半年公募权益篇：迷你基金角逐"王位"的背后清盘同比翻倍_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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迷你基金站上"王位" 是何原因？顶流基金"囧境"曝光调仓窗口仅10%————东方财富网博客

迷你基金站上"王位" 是何原因？顶流基金"囧境"曝光调仓窗口仅10%————东方财富网博客
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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迷你基金站上"王位" 是何原因？顶流基金"囧境"曝光 调仓窗口仅10%？_天天基金网

迷你基金站上"王位" 是何原因？顶流基金"囧境"曝光调仓窗口仅10%？_天天基金网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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风向变了？核心资产大跌，迷你基金站上"王位"，是何原因？顶流基金"囧境"曝光，调仓窗口仅10%？

风向变了？核心资产大跌，迷你基金站上"王位"，是何原因？顶流基金"囧境"曝光，调仓窗口仅10%？
p5w.net - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from p5w.net Daily Mail and Mail on Sunday newspapers.

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