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張坤加倉!招商銀行H股大漲6%,銀行股又香了?

A股市場方面,招商銀行早盤一度漲超6%,杭州銀行、興業銀行、寧波銀行、瑞豐銀行、杭州銀行等跟漲。招商銀行H股早盤也一度漲超6%。

近日,公募“頂流”張坤的一則買買買動向獲市場關注。

易方達披露的一則旗下基金重大關聯交易事項顯示,張坤管理的易方達優質企業三年持有混合於9月29日和9月30日分別以51.05元和50.41元的均價買入1630萬股和50萬股招商銀行,累計買入金額超過8億元。

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值得注意的是,今年上半年時,張坤管理的另一隻大規模百億私募基金易方達藍籌精選前十大重倉股名單曾出現招商銀行、平安銀行,至二季度末,招商銀行仍爲前十大重倉股。

除了張坤外,不少明星基金經理也在加倉。

睿遠基金的重大關聯交易事項公告顯示,趙楓管理的睿遠均衡價值曾在9月2日及9月3日兩個交易日連續買入招商銀行,合計買入723.58萬股,買入金額達到3.72億元。除了招商銀行,寧波銀行、平安銀行等也受到了公募基金的青睞。比如朱少醒管理的富國天惠持有寧波銀行,由去年底的2800萬股增加到今年上半年底的3660.18萬股。

謝治宇管理的興全合潤在二季度增持平安銀行,興全合宜合宜新進入平安銀行前十大流通股東,截至二季度末,興全合潤和興全合宜分別持有平安銀行8713.38萬股和5489.01萬股。

基金二季報數據顯示,截至二季度末,招商銀行、寧波銀行、平安銀行、興業銀行進入公募基金前50大重倉股。

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