成功抄底腾讯,基金经理自述底部加仓心路历程

第一财经2023-02-06

2022年10月25日至今,腾讯控股股价涨幅超95%。在2022年四季度,腾讯控股无疑是市场中“最靓的仔”。通联数据显示,新增持仓腾讯控股的基金数量在去年四季度达175只,持仓市值增长达212.42亿元。两项数据均让其他个股难以望其项背。贵州茅台和宁德时代虽仍是公募机构前两大重仓股,但去年四季度持股数量相较三季度分别减少392.89万股和1757.46万股。去年大部分时间,腾讯控股股价表现“跌跌...

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