汇添富基金“消费男神”胡昕炜最新调仓曝光！加仓贵州茅台、美的集团

新浪基金04-22

专题：聚集2024基金一季报百亿基金经理的持仓变动一向是市场关注的焦点。汇添富基金“消费男神”胡昕炜一季度运作情况揭晓。截至2024年一季度，他的管理规模为364.16亿元，相比2023年四季度末的372.27亿元，规模缩水8.11亿元，下降2.18%。其代表基金汇添富消费行业，2024年一季度赚3.27亿元，较2024年四季报（-13.75 ）多盈利了17.02亿元。股票占基金总资产比例...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042215412479223135&s=b><strong>新浪基金</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题：聚集2024基金一季报百亿基金经理的持仓变动一向是市场关注的焦点。汇添富基金“消费男神”胡昕炜一季度运作情况揭晓。截至2024年一季度，他的管理规模为364.16亿元，相比2023年四季度末的372.27亿元，规模缩水8.11亿元，下降2.18%。其代表基金汇添富消费行业，2024年一季度赚3.27亿元，较2024年四季报（-13.75 ）多盈利了17.02亿元。股票占基金总资产比例...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042215412479223135&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0348814723.USD","symbol_name":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  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Increase positions in Kweichow Moutai and Midea Group","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600519":1,"000333":1},"content_text":"专题：聚集2024基金一季报百亿基金经理的持仓变动一向是市场关注的焦点。汇添富基金“消费男神”胡昕炜一季度运作情况揭晓。截至2024年一季度，他的管理规模为364.16亿元，相比2023年四季度末的372.27亿元，规模缩水8.11亿元，下降2.18%。其代表基金汇添富消费行业，2024年一季度赚3.27亿元，较2024年四季报（-13.75 ）多盈利了17.02亿元。股票占基金总资产比例92.37%，较2023年四季报的91.48%略有提升。报告期内，汇添富消费行业前十大重仓股包括贵州茅台、泸州老窖、山西汾酒、五粮液、海尔智家、古井贡酒、今世缘、安井食品、迎驾贡酒、美的集团。相较去年四季报，仅新调入了美的集团。其中汇添富消费行业混合在一季度加仓了贵州茅台、泸州老窖、安井食品、迎驾贡酒、美的集团，减仓了山西汾酒、五粮液、海尔智家、今世缘，古井贡酒的持股量与去年年末相比未发生变化。值得注意的是，汇添富消费行业对美的集团加仓幅度较为明显，该股票成为一季度新晋前十大重仓股，对比去年年末，一季度的持股量增长约178.00万股。近三年亏损36.77%，规模缩水36.38%，管理费却收了8亿元Wind数据显示，汇添富消费行业成立于2013年5月3日，累计单位净值5.32元，比较基准：中证主要消费行业指数*40%+中证可选消费行业指数*40%+上证国债指数*20%。汇添富消费行业近一年亏损15.12%，近两年亏损17.14%，近三年亏损36.77%，同类排名居中。基金规模由2021年的218.61亿元缩水至2024年3月31日的139.09亿元，规模缩水36.38%，却收取了8.07亿元的管理费。最新持仓：加仓贵州茅台、美的集团报告期内，汇添富消费行业前十大重仓股包括贵州茅台、泸州老窖、山西汾酒、五粮液、海尔智家、古井贡酒、今世缘、安井食品、迎驾贡酒、美的集团。相较去年四季报，仅新调入了美的集团。其中汇添富消费行业混合在一季度加仓了贵州茅台、泸州老窖、安井食品、迎驾贡酒、美的集团，减仓了山西汾酒、五粮液、海尔智家、今世缘，古井贡酒的持股量与去年年末相比未发生变化。值得注意的是，汇添富消费行业对美的集团加仓幅度较为明显，该股票成为一季度新晋前十大重仓股，对比去年年末，一季度的持股量增长约178.00万股。胡昕炜表示，2024年第一季度，国内消费行业继续呈现弱复苏态势，整体来看，消费者预期较弱，消费信心不足。但一季度国内消费行业也呈现出部分亮点，包括春节期间的消费氛围不错，旅游出行、国产化妆品等部分细分领域表现亮眼等等。一季度，消费板块整体表现也是先抑后扬。春节前，市场对中国经济和中国消费延续了2023年四季度以来的悲观预期，但随着春节期间消费数据的相对较好表现，市场对消费板块的信心有所修复。整体而言，由于经济仍在低位运行，消费行业可能需要更多的时间来走出底部。但我们判断，很多消费公司的估值已具备一定的吸引力。此外，伴随着股价的调整，越来越多的消费公司也开始加大分红或回购的力度来回报股东，价值底部逐步凸显。因此，我们着眼于中长期，整体上保持了较为稳定的持仓结构。在一季度，我们适当增加了食品饮料、家用电器、农林牧渔等行业的配置。责任编辑：公司观察","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2429591644"}