刘彦春旗下基金二季度持仓浮出水面！减持白酒消费大幅转向科技成长

智通财经07-22

智通财经APP获悉，7月21日，知名基金经理刘彦春旗下产品二季度持仓调整浮出水面。季报显示，在继续坚守消费龙头的同时，刘彦春管理的部分基金组合出现明显风格切换，其中景顺长城鼎益混合在增聘共管基金经理后，大幅转向科技成长方向，前十大重仓股几乎全面更换。与此同时，刘彦春长期管理的景顺长城新兴成长基金仍保持对白酒龙头贵州茅台(600519.SH)的高仓位配置，但对部分白酒股进行了减持，组合呈现出一定分化...

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刘彦春旗下基金二季度持仓浮出水面！减持白酒消费 大幅转向科技成长

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刘彦春旗下基金二季度持仓浮出水面！减持白酒消费大幅转向科技成长