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睿遠基金傅鵬博新進邁為股份,大幅減持三安光電、中國移動
截至2023年末,傅鵬博最新管理規模207.96億元。旗下所管產品重倉股信息披露,2023年4季度前十大重倉股新進邁為股份,增持廣匯能源、寧德時代、東方雨虹;大幅減持三安光電、中國移動、立訊精密,減倉通威股份、萬華化學和三諾生物。在4季報中,傅鵬博表示,展望2024年,上市公司盈利見底回升是大概率的情形,大多數行業經過近3年的回調估值性價比修復,投資機會更具吸引力。長期來看,產業升級是經濟發展的主要驅動,本土消費品牌的產品力提高是做大國內消費市場的根本。

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