中欧基金葛兰、兴全谢治宇三季度调仓路线浮现，科技成布局重点

掌中财富宝11-18

随着2025年公募基金三季度报的披露，中欧基金葛兰、兴全基金谢治宇两位基金经理的调仓路线图清晰呈现。在市场主线向科技成长领域倾斜的背景下，二人分别围绕医药+AI、AI算力赛道展开布局，背后投资逻辑值得关注。中欧基金葛兰：医药深耕与AI加码双线并行葛兰在三季度坚守医药核心赛道的同时，大幅加仓AI相关科技标的。其管理的中欧医疗健康混合基金，在医药赛道精准优化持仓。三季度增持康龙化成、百利天恒、凯莱英...

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