“顶流”来了!谢治宇、邓晓峰…最新调研这些大牛股

中国基金报2022-01-16

开年迄今,公募基金正紧锣密鼓对上市公司进行调研,为“春播”布局积极做准备。开年以来仅9个交易日,公募基金调研次数达1644次,较去年同期增36%。多位明星基金经理们积极参与调研,比如胡昕炜近期调研了西藏矿业,谢治宇调研了普洛药业和江海股份、私募大佬邓晓峰调研东尼电子、冯明远调研京北方、云海金属,赵蓓调研了华东医药、丽珠集团等等。多位基金经理表示,2022年需要把握“业绩为王”主线,对公司真实质地...

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