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二季报调仓透视：明星基金经理爱买什么？后市研判各有千秋_天天基金网

　　对比今年第一、第二两个季度，刘格菘、葛兰、张坤、谢治宇管理的基金规模均有所增加，董承非的管理规模则有所下降，其中张坤的管理规模超千亿，为1344.78亿元，规模在五位基金经理中居首位。
　　从行业配置层面来看，刘格菘的广发双擎升级A将近一半的股票净值占比来自信息技术行业，其次为医疗保健和工业。葛兰的中欧医疗健康A则把接近90%的配比留给了医疗保健，其他行业的占比微乎其微。张坤的易方达中小盘则是以日常消费行业为主，辅助医疗保健和可选消费。谢治宇的兴泉合润择则是较为均匀地配置了可选消费、医疗保健、信息技术和工业。董承非的兴全趋势投资配置行业主要为工业、材料、信息技术，兼以房地产、可选消费、医疗保健和金融。
　　葛兰表示，自己管理的基金总体维持了高仓位的运作，在长期看好� ....

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二季报调仓透视：明星基金经理爱买什么？后市研判各有千秋

　　毫无意外，贵州茅台依然是重仓的首选，而一路飞涨的新能源之秀宁德时代也颇受偏爱，成为重仓热门。在行业配置方面，制造业以50%的净值占比成为公募基金重仓的主要行业，此外，金融业和信息传输、软件和信息技术服务业也是重仓配置的重要组成部分。
　　值得关注的是，基金经理的调仓逻辑与行业呈现出高度相似性。究竟是机构抱团所致还是大势所趋？明星基金经理的研判是否与调仓逻辑一致？对于后市，他们又是如何看待的？
　　制造业成行业配置重点
　　根据天相投顾数据，从行业配置方面来看，今年二季度，制造业是基金配置的重点，市值为29451.60亿元，占净值比例接近50%。其次是金融业以及信息传输、软件和信息技术服务业。总体来看，前三名的市值为33332.20亿元，占净值比例超过56%。
　　其中有三家公司� ....

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二季报调仓透视：明星基金经理爱买什么？后市研判各有千秋 - 经济观察网－专业财经新闻网站

二季报调仓透视：明星基金经理爱买什么？后市研判各有千秋 - 经济观察网－专业财经新闻网站
eeo.com.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eeo.com.cn Daily Mail and Mail on Sunday newspapers.

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公募中报出炉五大"顶流"基金经理持股与后市观点全览！_证券要闻_财经_中金在线

公募中报出炉五大"顶流"基金经理持股与后市观点全览！_证券要闻_财经_中金在线
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国盛策略：当前可能是全年流动性最松的时候建议着眼未来、积极配置 _ 东方财富网

国盛策略：当前可能是全年流动性最松的时候建议着眼未来、积极配置 _ 东方财富网
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