张坤在管易方达蓝筹精选披露二季报：大幅砍仓港股减持阿里巴巴(09988)、百胜中国(09987)

智通财经07-21

智通财经APP获悉，7月21日，易方达基金张坤在管的4只基金悉数披露2026年二季报。4只公募基金分别是易方达蓝筹精选、易方达优质精选、易方达优质企业三年持有、易方达亚洲精选。其中，易方达蓝筹精选是张坤目前旗下规模最大的产品，截至二季度末，该基金规模为204.16亿元，较一季度末再缩水约64亿元。截至报告期末，易方达蓝筹精选基金份额净值为1.5273元，报告期份额净值增长率为-13.52%，同期...

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Templeton Asian Growth A Acc SGD","LU0823426480.USD":"法巴中国股票经典Dis"},"translate_title":"Zhang Kun is in charge of E Fund Blue Chip Select Disclosure of the Second Quarterly Report: Greatly Cut Hong Kong Stocks to Reduce Alibaba (09988) and Yum China (09987)","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/bbaf8dfcdf1eef418a08341c75b3a5b5","symbols_score_info":{"80883":0.6,"89988":0.6,"600519":1.85,"600809":1.8,"600938":1.83,"688981":1.87,"00700":1.88,"AAXJ":0.6,"TCEHY":1.88,"00981":1.87,"EMC":0.6,"BKF":0.6,"GAMR":0.6,"SOCL":0.6,"HBBD.SI":0.6,"09988":1.97,"FDNI":0.6,"000568":1.82,"KWEB":0.6,"09987":1.96,"JADE":0.6,"00883":1.83,"CXSE":0.6,"TCHmain":0.6,"HTCD.SI":0.6,"ESPO":0.6,"TCHI":0.6,"EEMX":0.6,"BIDD":0.6,"JEMA":0.6,"YUMC":1.96,"LDEM":0.6,"EMCS":0.6,"BABA":1.97,"XSOE":0.6,"FFEM":0.6,"ODDS":0.6,"002384":1.86,"000858":1.81},"content_text":"智通财经APP获悉，7月21日，易方达基金张坤在管的4只基金悉数披露2026年二季报。4只公募基金分别是易方达蓝筹精选、易方达优质精选、易方达优质企业三年持有、易方达亚洲精选。其中，易方达蓝筹精选是张坤目前旗下规模最大的产品，截至二季度末，该基金规模为204.16亿元，较一季度末再缩水约64亿元。截至报告期末，易方达蓝筹精选基金份额净值为1.5273元，报告期份额净值增长率为-13.52%，同期业绩比较基准收益率为2.03%。资产配置层面，易方达蓝筹精选的股票仓位由一季度的93.12%大幅降至75%，仅高于基金成立之初(2018年末)的70.29%；地区配置上，港股仓位也由一季度的46.07%降至25.11%，几乎砍去一半。易方达蓝筹精选持仓前十依次为腾讯控股(00700)、贵州茅台(600519.SH)、百胜中国(09987)、中国海洋石油(00883)、泸州老窖(000568.SZ)、五粮液(000858.SZ)、山西汾酒(600809.SH)、中芯国际(00981)、东山精密(002384.SZ)、阿里巴巴(09988)。中芯国际与东山精密为新进个股，其余个股均遭到大幅减持。具体操作方面，张坤于二季度报中称，易方达蓝筹精选在二季度开始由团队共同管理，对结构进行了调整，增加了电子、通信、公用事业、交运、有色等行业的配置比例，降低了食品饮料、互联网、医药等行业的配置比例。AI方面，侧重于配置受益推理时代的光通信、半导体设备、上游AI原材料等领域，以及国产算力领域。张坤表示，二季度，以内需为主要敞口的上市公司经营压力普遍较大，股票价格经历了业绩和估值的双重下行，这不仅体现了投资者周期性的悲观，更体现了结构性的悲观。目前内需公司的估值水平，与一个正在走向中等发达国家的发展中国家的发展空间是不匹配的。AI方面，张坤指出，随着AIAgent的使用进一步落地，国内外大模型的ARR(年度经常性收入)不断加速增长。AI需求的增长与部分原材料难以短期扩产导致的短缺形成供需矛盾，这也是最容易产生价格弹性的领域。国内AI商业闭环逐渐落地，甚至凭借更具性价比的模型实现出海。“大模型能力的提升和带来的生产力进步都是真实的，算力的供不应求也同样是个事实。”然而，张坤认为，从长期来看，供不应求与算力的保有量而非增量相关，供不应求更多反映的是过去AI累计的资本开支不足，而非2026年的资本开支不足。对于硬件公司来说，属性依然是耐用品，业绩与每年的资本开支金额相关。即使云厂商每年的资本开支不增长，累计的资本开支也会使存量算力继续增长若干年，供应紧张也会得到缓解。","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":"shareholding","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2653822726","isCrawlerRequest":true}

张坤在管易方达蓝筹精选披露二季报：大幅砍仓港股 减持阿里巴巴(09988)、百胜中国(09987)

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张坤在管易方达蓝筹精选披露二季报：大幅砍仓港股减持阿里巴巴(09988)、百胜中国(09987)