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百億私募二季度持倉曝光機構挖掘業績驅動機會
格隆匯 08-19 06:09
格隆匯8月19日丨據中證報,隨着上市公司半年報披露的陸續展開,淡水泉、景林、重陽等百億私募二季度持倉逐漸浮出水面。數據顯示,醫藥股和科技股被部分私募看好,其中麗珠集團同時被高毅和淡水泉相中。從今年前7個月業績看,股票私募策略繼續領跑,平均收益達19.30%。多家百億級私募表示,當前權益類資產吸引力增強,在外部因素擾動下,關注業績驅動帶來的結構性行情。
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