公募三季报透露调仓动向,哪些布局将先于市场转暖

第一财经2022-10-29

三季度基金经理们都买了啥?2022年公募基金三季报已基本披露完毕,多位明星基金经理的调仓布局情况和投资展望也浮出水面。对于A股震荡下跌的分化行情,基金经理做出了哪些调整?在市场迷茫之际,又有哪些板块具有投资吸引力?与此同时,记者梳理多份三季报数据后发现,或许受业绩拖累,多位权益类基金经理的管理规模大幅缩水。例如中欧基金葛兰、易方达基金张坤、景顺长城刘彦春的三季度末管理规模均下滑超过100亿元。不过...

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