“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)_老虎社区_美港股上老虎

“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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