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全球缺芯潮下半导体板块飙升30% 遭前后夹击蔡嵩松"一哥"宝座不保?


  尽管有回调,全球缺芯潮下A股半导体指数在6月从170涨到了220,上涨30%。天天基金网统计的17只半导体、芯片主题基金(合并份额)全部在年内取得正收益。其中,有多只基金收益超过半导体明星基金“诺安成长”,蔡嵩松“半导体一哥”的位置或将不保。
  涨幅超过蔡嵩松2倍
  排在首位的是金信基金旗下的“稳健策略灵活”,管理规模仅7000万元,只有“诺安成长”的零头,而其年内收益为32.80%,也是唯一一只收益率超过“诺安成长”两倍的基金。
  值得一提的是,“金信稳健策略灵活”曾被多名基金经理管理,而其业绩甩开同类基金是从今年5月下旬起,那时恰好是现任基金经理孔学兵开始独立管理。
  孔学兵2020年2月加入金信基金,随即被委以重任,担任董事总经理,并管理着3只基金。在此之前,他先后在富安 ....

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