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興證全球謝治宇新進通富微電、新產業及寧德時代,加倉瀾起科技
截至2023年末,謝治宇最新管理規模395.95億元。旗下所管產品重倉股信息披露,2023年4季度重倉股新進通富微電、新產業、寧德時代,大幅增持瀾起科技,加倉海爾智家、晶晨股份、梅花生物、公牛集團;減持工業富聯、快手、海康威視和三安光電。在4季報中,謝治宇表示,國內經濟結構轉型升級步伐沒有放緩,代表經濟結構轉型的行業仍維持較好增長;隨着政策的逐步發力,相信國內經濟有望逐步企穩回升,前期跌幅較大的順週期行業或存在週期反轉的機會。

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