跑贏 94% 同行的 Driehaus 新興市場基金大手筆買進中石油，出清聯想

華爾街見聞
2024.04.02 23:07
彭博彙總數據顯示，美國投資顧問公司 Driehaus Capital Management 旗下規模 28.9 億美元的新興市場成長基金在 2 月份建倉做多中國石油 H 股等八隻股票，清倉淡水河谷 ADR 等八隻股票。 增持台積電、新東方 ADR、金沙中國等 73 只股票，減持拼多多和騰訊控股等 24 只股票。 重倉股包括台積電、三星電子、騰訊控股等。
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