基金二季报陆续披露，中欧葛兰等基金经理加码创新药板块

全景网2025-07-29

随着基金二季报陆续披露，创新药板块成为众多基金经理关注的焦点，葛兰、谢治宇、傅鹏博、高楠等基金经理也纷纷加码创新药板块。以中欧基金葛兰为例，其管理的中欧医疗健康混合A二季度前十大重仓股变动显著，迈瑞医疗、爱尔眼科等退出，百利天恒、信立泰、百济神州、新诺威 4只创新药个股新进。展望三季度，在创新药领域，中欧基金葛兰在二季报中表示，看好全球合作深化与重要临床数据披露预期。当前...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2555038763?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-29 15:19","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2555038763","market":"us","top_or_hot":-1,"title":"基金二季报陆续披露，中欧葛兰等基金经理加码创新药板块","media":"全景网","content":"<div>\n<p>随着基金二季报陆续披露， 创新药 板块成为众多基金经理关注的焦点，葛兰、谢治宇、傅鹏博、高楠等基金经理也纷纷加码创新药板块。以中欧基金葛兰为例，其管理的中欧医疗健康混合A二季度前十大重仓股变动显著， 迈瑞医疗 、 爱尔眼科 等退出， 百利天恒 、 信立泰 、 百济神州 、 新诺威 4只创新药个股新进。展望三季度，在创新药领域，中欧基金葛兰在二季报中表示，看好全球合作深化与重要临床数据披露预期。当前...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729152818a4691f68&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>基金二季报陆续披露，中欧葛兰等基金经理加码创新药板块</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n基金二季报陆续披露，中欧葛兰等基金经理加码创新药板块\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-29 15:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729152818a4691f68&s=b><strong>全景网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着基金二季报陆续披露， 创新药 板块成为众多基金经理关注的焦点，葛兰、谢治宇、傅鹏博、高楠等基金经理也纷纷加码创新药板块。以中欧基金葛兰为例，其管理的中欧医疗健康混合A二季度前十大重仓股变动显著， 迈瑞医疗 、 爱尔眼科 等退出， 百利天恒 、 信立泰 、 百济神州 、 新诺威 4只创新药个股新进。展望三季度，在创新药领域，中欧基金葛兰在二季报中表示，看好全球合作深化与重要临床数据披露预期。当前...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729152818a4691f68&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":"688235","symbol_name":"百济神州","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729152818a4691f68&s=b","article_id":"2555038763","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729152818a4691f68&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2555038763","pubTimestamp":1753773595,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"随着基金二季报陆续披露， 创新药 板块成为众多基金经理关注的焦点，葛兰、谢治宇、傅鹏博、高楠等基金经理也纷纷加码创新药板块。展望三季度，在创新药领域，中欧基金葛兰在二季报中表示，看好全球合作深化与重要临床数据披露预期。睿远基金傅鹏博在二季度增加了医药板块配置，涉及创新药等子行业；永赢基金高楠管理的永赢睿信，在将 康方生物 、百济神州- U买进重仓股后，还在继续加码创新药。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"688235":"百济神州","06160":"百济神州","BK4139":"生物科技","09926":"康方生物","ONC":"百济神州","01801":"信达生物","BK4526":"热门中概股"},"translate_title":"The second quarter report of the fund has been disclosed one after another, and fund managers such as CEIBS Gulen have increased their investment in the innovative drug sector","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688235":0.9,"06160":0.9,"01801":0.9,"09926":0.9,"ONC":0.9},"content_text":"随着基金二季报陆续披露， 创新药 板块成为众多基金经理关注的焦点，葛兰、谢治宇、傅鹏博、高楠等基金经理也纷纷加码创新药板块。以中欧基金葛兰为例，其管理的中欧医疗健康混合A二季度前十大重仓股变动显著， 迈瑞医疗 、 爱尔眼科 等退出， 百利天恒 、 信立泰 、 百济神州 、 新诺威 4只创新药个股新进。展望三季度，在创新药领域，中欧基金葛兰在二季报中表示，看好全球合作深化与重要临床数据披露预期。当前，国内企业在ADC、双抗、多肽等领域的竞争力逐步获得全球认可，已成为跨国药企管线布局的重要伙伴，后续多个品种存在海外授权预期。被跨国药企引进的国产品种在全球多适应症开发持续推进，相关海外临床数据将逐步展示。同时，国内政策层面持续优化，如《支持创新药高质量发展的若干措施》出台，支持研发效率与质量提升，完善多元化支付机制；投融资渠道的疏通也有望进一步支持创新药企业发展。除葛兰外，其他基金经理也对创新药青睐有加。兴证全球基金谢治宇管理的兴全合宜，二季度有 信达生物 、 诺诚健华 、诺诚健华- U 3只创新药个股进入前十大持仓。谢治宇认为，创新药、智驾汽车、新消费等更具现实业绩支撑的产业性机会，更适合以机构为主的价值投资者参与。一些原本不关注医药领域的基金经理也纷纷入场。睿远基金傅鹏博在二季度增加了医药板块配置，涉及创新药等子行业；永赢基金高楠管理的永赢睿信，在将 康方生物 、百济神州- U买进重仓股后，还在继续加码创新药。基金二季报显示，创新药板块正成为投资老将们的“心头好”。在政策支持、技术进步、全球合作深化等多重因素推动下，创新药行业前景广阔，未来有望为投资者带来更多惊喜，市场也将持续关注基金经理们在创新药领域的后续布局。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2555038763","isCrawlerRequest":true}