Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82
抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!
随机图片

抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!

更新时间: 浏览次数: 372

400电话:123456(点击咨询)
抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!各观看免费《今日汇总》
抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!各热线观看免费2025已更新(2025已更新)








抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!观看免费电话:(1)123456(点击咨询)(2)123456(点击咨询)








抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!观看免费热线(1)123456(点击咨询)(2)123456(点击咨询)




抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!各区点热线观看免费《今日发布》
Random Image 抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!电话








7天观看免费人工电话为您、抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!团队在调度中心的统筹调配下,线下专业及各地区人员团队等专属,整个报修流程规范有序,后期同步跟踪查询公开透明。








所有团队均经过专业培训、持证上岗,所用产品配件均为原厂直供,








抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!各观看免费《今日汇总》2025已更新(今日/推荐)








抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!电话区域:








三门峡市(灵宝市、卢氏县、义马市、湖滨区、渑池县、陕州区)








呼和浩特市(新城区、和林格尔县、回民区、玉泉区、托克托县、赛罕区、清水河县、武川县、土默特左旗)








鹤岗市(萝北县、工农区、南山区、兴安区、向阳区、绥滨县、兴山区、东山区)








天水市(麦积区、秦州区、清水县、武山县、张家川回族自治县、甘谷县、秦安县)  娄底市(双峰县、冷水江市、新化县、娄星区、涟源市)








阜新市(新邱区、细河区、清河门区、海州区、阜新蒙古族自治县、太平区、彰武县)








香港特别行政区








蚌埠市(淮上区、固镇县、五河县、怀远县、蚌山区、龙子湖区、禹会区)








菏泽市(定陶区、巨野县、东明县、鄄城县、单县、曹县、牡丹区、成武县、郓城县)  云浮市(郁南县、云安区、新兴县、云城区、罗定市)








凉山彝族自治州(西昌市、雷波县、会东县、盐源县、美姑县、昭觉县、喜德县、冕宁县、木里藏族自治县、宁南县、甘洛县、越西县、普格县、会理市、德昌县、布拖县、金阳县)








德州市(禹城市、宁津县、临邑县、德城区、庆云县、齐河县、陵城区、武城县、乐陵市、夏津县、平原县)








邯郸市(广平县、临漳县、邱县、复兴区、邯山区、魏县、鸡泽县、永年区、磁县、大名县、涉县、武安市、曲周县、峰峰矿区、肥乡区、馆陶县、丛台区、成安县)








晋城市(泽州县、城区、陵川县、高平市、阳城县、沁水县)








濮阳市(濮阳县、范县、台前县、清丰县、华龙区、南乐县)








上海市(金山区、杨浦区、奉贤区、宝山区、浦东新区、崇明区、松江区、闵行区、普陀区、黄浦区、长宁区、嘉定区、静安区、虹口区、徐汇区、青浦区)








荆州市(公安县、洪湖市、石首市、松滋市、荆州区、沙市区、监利市、江陵县)








白山市(江源区、浑江区、抚松县、长白朝鲜族自治县、靖宇县、临江市)








安康市(旬阳市、平利县、镇坪县、宁陕县、石泉县、白河县、岚皋县、紫阳县、汉滨区、汉阴县)








哈密市(伊吾县、巴里坤哈萨克自治县、伊州区)








泸州市(江阳区、泸县、合江县、龙马潭区、叙永县、古蔺县、纳溪区)








毕节市(纳雍县、大方县、金沙县、织金县、威宁彝族回族苗族自治县、赫章县、七星关区、黔西市)








延边朝鲜族自治州(延吉市、图们市、和龙市、珲春市、敦化市、龙井市、安图县、汪清县)








潍坊市(昌邑市、坊子区、安丘市、青州市、临朐县、寒亭区、潍城区、昌乐县、寿光市、奎文区、高密市、诸城市)








长治市(潞城区、潞州区、武乡县、平顺县、襄垣县、上党区、屯留区、沁源县、沁县、黎城县、壶关县、长子县)








重庆市(武隆区、沙坪坝区、潼南区、黔江区、綦江区、奉节县、酉阳土家族苗族自治县、梁平区、荣昌区、渝中区、石柱土家族自治县、南川区、北碚区、九龙坡区、巴南区、长寿区、彭水苗族土家族自治县、开州区、万州区、江津区、巫溪县、合川区、涪陵区、大足区、云阳县、铜梁区、江北区、巫山县、垫江县、永川区、忠县、璧山区、渝北区、大渡口区、城口县、南岸区、秀山土家族苗族自治县、丰都县)








黔南布依族苗族自治州(瓮安县、长顺县、平塘县、惠水县、都匀市、独山县、龙里县、福泉市、贵定县、罗甸县、三都水族自治县、荔波县)








宜春市(靖安县、袁州区、樟树市、高安市、奉新县、万载县、上高县、铜鼓县、丰城市、宜丰县)








梅州市(大埔县、蕉岭县、丰顺县、五华县、梅县区、梅江区、兴宁市、平远县)
400电话:123456(点击咨询)
抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!各观看免费《今日汇总》《今日发布》
抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!各观看免费《今日汇总》(2025已更新)








抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!观看免费电话:(1)123456(点击咨询)(2)123456(点击咨询)








抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!观看免费热线(1)123456(点击咨询)(2)123456(点击咨询)




抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!各观看免费《今日汇总》【2025已更新列表】
抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!电话








7天观看免费人工电话为您、抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!团队在调度中心的统筹调配下,线下专业及各地区人员团队等专属,整个报修流程规范有序,后期同步跟踪查询公开透明。








所有团队均经过专业培训、持证上岗,所用产品配件均为原厂直供,








抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!中心2025已更新(今日/推荐)








抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!电话区域:








宁德市(古田县、寿宁县、蕉城区、周宁县、屏南县、福安市、柘荣县、福鼎市、霞浦县)








丹东市(振安区、凤城市、元宝区、宽甸满族自治县、东港市、振兴区)








怀化市(辰溪县、洪江市、中方县、芷江侗族自治县、麻阳苗族自治县、会同县、靖州苗族侗族自治县、鹤城区、溆浦县、通道侗族自治县、新晃侗族自治县、沅陵县)








九江市(湖口县、共青城市、濂溪区、瑞昌市、永修县、庐山市、浔阳区、武宁县、彭泽县、德安县、都昌县、柴桑区、修水县)  巴音郭楞蒙古自治州(焉耆回族自治县、轮台县、若羌县、博湖县、库尔勒市、和硕县、且末县、和静县、尉犁县)








昌吉回族自治州(阜康市、木垒哈萨克自治县、吉木萨尔县、昌吉市、奇台县、呼图壁县、玛纳斯县)








遵义市(道真仡佬族苗族自治县、凤冈县、仁怀市、赤水市、余庆县、汇川区、播州区、湄潭县、正安县、桐梓县、红花岗区、绥阳县、习水县、务川仡佬族苗族自治县)








南宁市(西乡塘区、邕宁区、马山县、青秀区、兴宁区、横州市、上林县、江南区、良庆区、宾阳县、隆安县、武鸣区)上饶市(弋阳县、德兴市、鄱阳县、玉山县、铅山县、广信区、万年县、婺源县、广丰区、横峰县、余干县、信州区)








成都市(彭州市、大邑县、崇州市、锦江区、郫都区、金堂县、双流区、温江区、蒲江县、新都区、邛崃市、金牛区、都江堰市、龙泉驿区、新津区、简阳市、青白江区、青羊区、武侯区、成华区)  兴安盟(乌兰浩特市、科尔沁右翼中旗、扎赉特旗、科尔沁右翼前旗、阿尔山市、突泉县)








莆田市(仙游县、荔城区、城厢区、涵江区、秀屿区)








郑州市(巩义市、新密市、中牟县、荥阳市、中原区、惠济区、上街区、登封市、新郑市、管城回族区、二七区、金水区)








新乡市(原阳县、长垣市、封丘县、卫辉市、获嘉县、辉县市、凤泉区、牧野区、延津县、新乡县、红旗区、卫滨区)唐山市(古冶区、滦南县、迁西县、玉田县、路南区、曹妃甸区、迁安市、丰润区、乐亭县、遵化市、丰南区、滦州市、开平区、路北区)








赤峰市(克什克腾旗、翁牛特旗、喀喇沁旗、巴林左旗、宁城县、敖汉旗、林西县、巴林右旗、红山区、松山区、阿鲁科尔沁旗、元宝山区)








舟山市(岱山县、嵊泗县、普陀区、定海区)








包头市(九原区、东河区、石拐区、白云鄂博矿区、土默特右旗、达尔罕茂明安联合旗、青山区、昆都仑区、固阳县)








杭州市(临安区、钱塘区、临平区、西湖区、余杭区、淳安县、滨江区、桐庐县、拱墅区、上城区、富阳区、建德市、萧山区)








柳州市(柳南区、城中区、鹿寨县、鱼峰区、三江侗族自治县、柳北区、融安县、融水苗族自治县、柳城县、柳江区)








邢台市(南和区、南宫市、沙河市、临西县、临城县、清河县、新河县、威县、平乡县、宁晋县、内丘县、柏乡县、信都区、隆尧县、襄都区、广宗县、巨鹿县、任泽区)








佛山市(南海区、顺德区、三水区、禅城区、高明区)








昌都市(卡若区、察雅县、八宿县、类乌齐县、江达县、丁青县、边坝县、洛隆县、贡觉县、芒康县、左贡县)








襄阳市(襄城区、谷城县、老河口市、保康县、宜城市、襄州区、枣阳市、南漳县、樊城区)








哈尔滨市(延寿县、南岗区、依兰县、方正县、呼兰区、香坊区、木兰县、尚志市、平房区、松北区、五常市、通河县、巴彦县、道里区、道外区、宾县、阿城区、双城区)








和田地区(墨玉县、洛浦县、民丰县、策勒县、于田县、和田市、皮山县、和田县)








潮州市(潮安区、湘桥区、饶平县)








海南藏族自治州(共和县、同德县、贵南县、兴海县、贵德县)








呼伦贝尔市(新巴尔虎左旗、鄂伦春自治旗、莫力达瓦达斡尔族自治旗、陈巴尔虎旗、阿荣旗、扎兰屯市、鄂温克族自治旗、满洲里市、海拉尔区、根河市、额尔古纳市、新巴尔虎右旗、扎赉诺尔区、牙克石市)








湖州市(德清县、长兴县、安吉县、南浔区、吴兴区)








玉林市(兴业县、博白县、陆川县、北流市、福绵区、容县、玉州区)

专题:2025基金一季报:最新持仓曝光!

  2025年一季度收官,百亿规模以上的权益类基金业绩呈现显著分化,基金经理的调仓能力与行业配置策略经受考验。

  作为目前在管规模最大的权益类基金经理,张坤的调仓策略和业绩表现一直备受市场关注。目前,张坤管理的基金资产总规模约为608.22亿元,较2024年末的589.41亿元增长了18.81亿元。在管基金数4只,分别为易方达亚洲精选、易方达蓝筹精选、易方达优质企业三年持有、易方达优质精选。

  目前管理规模前20大权益基金经理 数据来源:wind截止至20250422

  从业绩表现来看,易方达优质企业三年持有期组合短期表现亮眼,近三月收益9.28%,同类排名前3%。易方达蓝筹精选组合近三月收益8.12%,排名前4%,但长期业绩表现疲软,近两年收益跌13.03%;易方达亚洲精选股票受海外市场波动影响显著,近三月跌7.52%,近一年微涨4.68%,波动较大。易方达优质精选组合(QDII)近两年收益-11.93%,今年来仅涨3.45%。

  数据来源:天天基金截止至20250422

  从持仓策略来看,易方达蓝筹精选作为张坤的代表作基金,一季度主要对消费和科技等行业的持仓结构进行了调整,股票仓位基本保持稳定。该基金的前十大重仓股分别为腾讯控股、阿里巴巴-W、贵州茅台、五粮液、山西汾酒、泸州老窖、中国海洋石油、百胜中国、洋河股份、美团-W。

  在持仓调整方面,张坤对长期持有的白酒企业进行了再平衡操作。他减持了在一季度亏损8%的洋河股份,同时增持了山西汾酒。另一方面,张坤大幅减持了在2024年四季度几乎顶格配置的港股互联网股,分别减持了腾讯216.5万股和阿里巴巴2376.5万股。

  数据来源:Wind截止至20250331

  “地产下行对经济的影响正在逐步进入尾声,一系列提振消费的政策也有托底作用,在这种情况下,投资者与其纠结于经济,不如把着眼点放在企业上。”张坤强调。

  他指出,股票的收益率是由企业的收益率决定的,从长期来看,应该大致相当于企业的ROE水平。过去几年出现的股票收益率连续低于企业ROE水平的现象,他认为不会长期持续下去。

  此外,易方达亚洲精选的调仓策略也值得关注。从地区配置来看,该基金的港股占基金资产净值比为46.48%,韩国占比12.43%,均较2024年底略有减少;美股占比则小幅上升至34.07%。

  数据来源:Wind截止至20250331

  从持仓来看,张坤大幅减持了腾讯、阿里、中海油、SK海力士、华住集团、三星电子。此外,张坤所管理的易方达亚洲精选在一季报中的一大关注点是对台积电的操作:减持了其美股仓位,同时增加了少许在中国台湾本土上市的台积电股票。

  数据来源:天天基金截止至20250331

  再看易方达优质精选,前十大重仓股为阿里巴巴-W、腾讯控股、贵州茅台、五粮液、山西汾酒、泸州老窖、携程集团-S、洋河股份、普拉达、顺丰控股。与去年四季度相比,新进顺丰控股,分众传媒退出前十大重仓;减持五粮液、洋河股份、普拉达,增持阿里巴巴-W、腾讯控股、贵州茅台、泸州老窖、山西汾酒、携程集团-S。

  “我们看到部分行业的竞争格局正在改善,企业家的预期也更加理性,企业的经营质量不断改善,利润率、周转率、自由现金流等指标不断变好,部分企业家的资本配置能力也有所提升,能够更加审慎地评估投资新业务和帮股东加码老业务之间的优劣,回报股东的决心也不断增强。”张坤表示。

  张坤指出,将专注于寻找具备优秀商业模式、竞争力和定价能力突出、行业空间广阔且资本分配对股东友好的公司。无论何时,我们持有的公司都在不断创造自由现金流,这些不断积累的自由现金流将积累到企业的内在价值上,而企业内在价值的不断提升最终将会投射为企业长期的市值增长。

抵债的朋友麦子3和普通版对比:让你领略独特的文化与美食之旅!的相关文章 如何看待鸿蒙智行第五界尚界正式亮相?你对尚界有哪些期待?的相关文章
诗人的本意和读者的理解,哪个更重要?
儿子出车祸 父亲去施救双双遇难
美禁售英伟达 中国芯片能否顶上
京东买药真的把价格打下来了
媒体称「多极化货币体系将重现,未来或形成美元、欧元、人民币并存的新格局」,将对投资和贸易带来哪些影响?
人际关系中的界限有没有一个简单并有效的标准呢?
《无忧渡》伍娘耳朵掉了
丹麦首相称格陵兰岛不会出售
一个人究竟是给谁打工?老板和员工到底是一种什么关系?
苹果:全球碳排放较2015年降逾60%
旅客坐飞机被砸肋骨骨折 海航回应
中国驻英使馆回应英国钢企问题
  • 友情链接:
  • 如何评价《蓝色星原:旅谣》2025 年 4 月 15 日 pv? 记者晒NBA最佳阵容选票内容 因记得外婆家竹林被拐30年后找到家 赵本山女儿球球称拒绝上综艺 非法捕捞水中软黄金鳗苗 4 人当场被抓 如果让你从NBA历史夺冠队伍中挑选5个二当家首发,你会怎么搭配?球队能夺冠吗? 乐事客服回应薯片含TBHQ致癌添加剂 因记得外婆家竹林被拐30年后找到家 古特雷斯称加沙成为杀戮之地 浙商霸气回应700万美元订单被叫停 2024 年新能源车险承保亏损 57 亿元,超过 100% 赔付率的车系有 137 个,新能源车险前景如何? 你的学校发生过最扯的事是什么

    查看更多评价 ∨