谢治宇一季度最新持仓披露！加码化工与储能

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智通财经APP获悉，4月21日，知名基金经理谢治宇管理的基金公布了一季报。以兴全合润为例，谢治宇在一季度进行了明确的行业切换。增配最为集中的方向是化工板块，巨化股份、华鲁恒升、博源化工三只化工股同时位列前十。他在季报中明确表示，部分化工龙头“经历了格局的重塑与分化后将重新走向上升通道”。此外，储能方向的德业股份以及半导体设备方向的华海清科也获得了显著加仓。业绩表现上，截至报告期末，兴全合润混合 A...

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