“顶流”张坤在管基金年报披露!首次建仓摩尔线程-U(688795.SH)、沐曦股份(688802.SH) 大手笔增持港交所(00388)

智通财经04-01

智通财经APP获悉，3月31日，“顶流”基金经理、易方达基金张坤披露了在管基金2025年报。具体来看，张坤旗下几只基金首次建仓新产业(300832.SZ)、网易云音乐(09899)、摩尔线程-U(688795.SH)、沐曦股份(688802.SH)等多只标的，并大手笔增持了香港交易所(00388)。张坤在年报中表示，其组合目前的状态可以概括为：“高确定性的基础回报+免费的看涨期权”。基础回报来自于...

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SGD","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1423814.html","article_id":"2624456606","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2624456606","pubTimestamp":1775016073,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，3月31日，“顶流”基金经理、易方达基金张坤披露了在管基金2025年报。具体来看，张坤旗下几只基金首次建仓新产业、网易云音乐、摩尔线程-U、沐曦股份等多只标的，并大手笔增持了香港交易所。与此同时，张坤还大幅度加仓了香港交易所，增持比例达200%。仓位方面，截至报告期末，易方达优质企业三年持有股票持仓占比达93.81%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80388":"香港交易所-R","688795":"摩尔线程","688802":"沐曦股份","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) 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