私募持仓名单：高毅新进多只医药股，高瓴减持长城汽车

上海证券报2021-05-02

随着上市公司一季报的披露落下帷幕，百亿级私募调仓路径也露出全貌。具体来看，多家百亿级私募一季度青睐医药股。比如，高毅资产一季度新进通策医疗、爱博医疗、开立医疗、兴齐眼药等医药股，盘京投资新进普利制药和拱东医疗。与此同时，还有多家百亿级私募配置了低估值品种，杨东掌舵的宁泉资产新进了中新集团、合肥城建等房地产标的，聚鸣投资一季度则新进蒙娜丽莎。从减持操作来看，多家百亿级私募选择减仓估值偏高或业绩...

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tianyang1234
2021-05-02
tianyang1234
[微笑]
- 戴熹:
  涨
安妮1022
2021-05-02
安妮1022
?
- Daniel_bao:
  帮忙点个赞，谢谢了
- 林癸源:
  [微笑]

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上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着上市公司一季报的披露落下帷幕，百亿级私募调仓路径也露出全貌。\n具体来看，多家百亿级私募一季度青睐医药股。比如，高毅资产一季度新进通策医疗、爱博医疗、开立医疗、兴齐眼药等医药股，盘京投资新进普利制药和拱东医疗。\n与此同时，还有多家百亿级私募配置了低估值品种，杨东掌舵的宁泉资产新进了中新集团、合肥城建等房地产标的，聚鸣投资一季度则新进蒙娜丽莎。\n从减持操作来看，多家百亿级私募选择减仓估值偏高或业绩...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/8k2zz_3p5x8JVxLA-CFs2g\">Source 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