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海康威視(002415.SZ)績後拉昇一度逼近漲停 一季度獲張坤增持
格隆匯 04-19 09:38
格隆匯4月19日丨海康威視跳空高開高走,盤中漲幅一度擴大至9.68%報62.55元,股價創2月18日以來新高,最新市值超5700億元。公司上週五晚公吿,2020年淨利潤133.86億元,同比增7.82%;擬10派8元。另外,今年一季度淨利潤21.69億元,同比增44.99%。還值得注意的是,千億“公募一哥”張坤在一季度狂買海康威視,他所管理的易方達藍籌精選一季度買入海康威視至少10億元,期末持有市值超過50億元。公募一哥增持的同時,私募基金領域的“頂級高手”馮柳卻在一季度大手筆減持。馮柳管理的高毅鄰山1號遠望基金一季度減持3500萬股海康威視,按照區間成交均價計算,減持金額達到20.5億元,期末持有市值120.85億元,位列海康威視第三大流通股東。

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