去年四季度重仓方向曝光！融通基金李进：大部分优质科技成长公司估值谈不上泡沫

每日经济新闻01-21

每经记者：任飞每经编辑：赵云继融通产业趋势臻选之后，1月21日，包括2025年股基冠军融通产业趋势在内，新生代基金经理李进管理的其余四只产品四季报全部发布。从季内持仓来看，新进重仓华懋科技、源杰科技、嘉元科技等个股，A股剑桥科技、中际旭创则有所减持。此外，李进也关注新能源、医药和消费行业的布局，并且在其他在管基金中新进重仓或加仓了相关个股。他在季报总结中表示，光模块和PCB龙头公司估值处于合理偏低...

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