睿远成长价值混合基金披露二季报：减持PCB、芯片和光通信板块港股配置以消费和创新药为主

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智通财经APP获悉，近日，由傅鹏博和朱璘管理的睿远成长价值混合基金披露2026年二季报。截至2026年二季度末，睿远成长价值混合基金的资产净值为222.01亿元，较一季度末时的181.56亿元增长40.45亿元。截至报告期末，睿远成长价值混合A基金份额净值为2.7958元，报告期内，该类基金份额净值增长率为45.79%，同期业绩比较基准收益率为4.72%；睿远成长价值混合C基金份额净值为...

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45.65%，同期业绩比较基准收益率为4.72%。睿远成长价值混合的前十大重仓股依次为新易盛(300502.SZ)、东山精密(002384.SZ)、立讯精密(002475.SZ)、胜宏科技(300476.SZ)、迈为股份(300751.SZ)、炬光科技(688167.SH)、宁德时代(300750.SZ)、大族激光(002008.SZ)、中际旭创(300308.SZ)、巨星科技(002444.SZ)。该基金首次建仓炬光科技，持股数量为452.77万股，并减持了中际旭创、东山精密、新易盛、宁德时代、胜宏科技、巨星科技；大族激光、立讯精密获小幅度增持。具体操作方面，傅鹏博和朱璘于二季度报中称，二季度，基金保持高仓位运行，组合继续聚焦高景气行业，集中配置了这些行业的领军企业。受益于人工智能快速发展的PCB、芯片和光通信个股依旧是组合的压舱石，但在二季度行情快速上涨过程中，顺势减少了相关个股的持仓数量，锁定了一部分的收益。调整比较明显的是增加了业务涉及高功率半导体激光与微纳光学解决方案的标的，减少了持有较长时间的互联网科技公司的持仓数量，所作调整主要是应对港股互联网科技板块羸弱表现。港股的持仓明显减少，对净值的占比和贡献都有限。配置以消费和创新药个股为主，二季度以来其表现一般，经历调整后，近期创新药子板块有些许企稳向上的迹象。A股配置上，二季度抓住了科技引领下的相关产业链爆发带来的投资机会。港股整体估值便宜，但也没有急于加大配置。“进入三季度，红利和价值个股能否得到市场的“眷顾”，风格上高科技和传统行业能否平衡些，关注度很高的公司在科创板上市后，后续如何表现，都值得我们去观察和思考”。傅鹏博和朱璘表示，2026年上市公司中报将陆续公布，将结合中报数据研判重点持有公司的经营现状，继续挖掘景气度发生拐点的公司，综合利用估值工具评判标的长期价值，动态调整组合，应对市场波动，努力控制好净值回撤。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","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 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睿远成长价值混合基金披露二季报：减持PCB、芯片和光通信板块 港股配置以消费和创新药为主

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睿远成长价值混合基金披露二季报：减持PCB、芯片和光通信板块港股配置以消费和创新药为主