魔女的条件

多位百亿基金经理大调仓_我的网站

A |     本文来自微信公众号：财联社 （ID：cailianpress），作者：周晓雅                    随着上市公司三季报披露，公募基金三季度的调仓动作逐步显现。    

    High school students sing a song composed for the 50th anniversary of the A-bombing in 1995, "Senbazuru (A Thousand Paper Cranes)" during a Nagasaki Peace Ceremony to commemorate the 81st anniversary of the atomic bombing at the Peace Park in Nagasaki on August 9, 2026. Photo: VCG
The reported refusal by a delegation from the Taiwan island to attend Nagasaki's annual atomic bomb memorial ceremony over a seating arrangement dispute has once again highlighted the island authorities' attempt to seek a higher political status through international occasions, mainland experts slammed on Sunday, noting that such efforts cannot alter the historical and legal reality of Taiwan's status, only humiliating themselves.
According to Japanese media outlet the Sankei Shimbun's report on Sunday, the island's "representative to Japan" Lee I-yang announced on Sunday that he would not attend Nagasaki City's Peace Memorial Ceremony, citing that the city had failed to provide "appropriate treatment" in its seating arrangements. Lee claimed, per the report, that he would lodge a "strong protest" over the matter. The ceremony was attended instead by the head of the "Taipei Economic and Cultural Office's Fukuoka branch."
According to the Japanese media, a later statement by the island authorities claimed that despite requests made through lawmakers and others, Nagasaki city had "deliberately placed" the Taiwan delegation's seats "outside the diplomatic representatives' area." It said the arrangement was made in accordance with the wishes of Chinese mainland and described the move as "extremely regrettable and disappointing."
Commenting on the political farce, Li Fei, a professor at the Taiwan Research Institute of Xiamen University, told the Global Times that Taiwan authorities have long attempted to use international events and diplomatic occasions to create the impression of a separate international identity, but such efforts are inconsistent with the island's actual status and the international consensus.
Li Fei said the dramatic scene also comes at a sensitive moment for China-Japan relations, which are currently facing uncertainties after Japanese Prime Minister Sanae Takaichi made erroneous remarks regarding Taiwan. Against this backdrop, Japan has attempted to maintain leverage by playing the "Taiwan card," while also avoiding excessive moves that could provoke China further and cause consequences Japan could not afford, Li said.  
"The arrangement made by Nagasaki is in line with existing diplomatic norms," Li Fei said. "If Japan takes actions that challenge the one-China principle and further provokes China, it will inevitably lead to stronger dissatisfaction and could trigger countermeasures."
Li Fei said Taiwan authorities have misinterpreted the political support offered by some countries, mistakenly believing that external backing represents an increase in Taiwan's international status.
"In reality, the US and Japan want to use Taiwan as a strategic tool, but they do not want to lose Taiwan as a tool," Li Fei said. "That is why their policies often show hesitation and contradictions."
Li Xiaobing, another expert on Hong Kong, Macao and Taiwan affairs from Nankai University, said that Taiwan authorities have sought to use various opportunities to highlight their so-called "presence" and promote the image of a separate identity. However, such efforts have not received recognition or endorsement from the international community.
"Such attempts cannot succeed even in a country like Japan, which has nearly century-long history of conflict with China, including repeated aggression, oppression and the immense suffering inflicted on the Chinese people," the expert said. 
Given Japan's historical role, both people on the island of Taiwan and Taiwan's political figures should maintain a clear understanding of history and reality. "By seeking to gain political space through external support, Taiwan authorities have ultimately ended up humiliating themselves," Li Xiaobing said. 
Some mainland observers also noted that the Nagasaki ceremony should focus on reflecting on the tragedy of war and promoting peace, rather than becoming a platform for political maneuvering. Japan, in particular, should also reflect on its own historical responsibility when commemorating the victims of the atomic bombings.
"If Japan only emphasizes its identity as a victim while avoiding reflection on its role as an aggressor, it cannot never truly learn the lessons of history," Li Fei said.
。                   Wind数据显示，截至10月21日，已有328只个股的前十大流通股东出现了公募的身影。其中，超200只个股的前十大股东中已有主动权益基金出现，多位百亿主动权益基金经理有着各自的调仓动向。                   多位百亿基金经理买入机器人、AI板块个股                    目前已经披露板块个股中，多只机器人概念股、AI板块个股得到百亿基金经理的青睐。

B |                    10月21日晚间，PCB龙头股东山精密的三季报显示，3只公募基金在该股前十大流通股东行列。

C | 其中，傅鹏博和朱璘共同管理的睿远成长价值，新进为东山精密的第五大流通股东，持股数为2134.17万股，这也是该基金继去年一季度以后，重回前十大股东行列。                             虽然此前并未重仓，但睿远成长价值的半年报和年报显示，该股在去年曾一度减持至138.04万股，从去年下半年开始陆续增持，至今年二季度末已经是隐形重仓股，三季度更是大手笔加仓。                   谢治宇管理的兴全合润也在同期新进，持股数为1177.53万股。在今年上半年，兴全合润已有交易东山精密的踪迹，但截至6月底，该股又被清仓。此次再买入后，该基金也是首次进入东山精密的大股东行列。                   不过，杜猛在管的摩根新兴动力则是减持了该股，就在今年6月底，该基金新进前十大股东，一个季度后，减持了123.14万股，至1123.7万股。                   除了公募基金以外，该股还得到险资青睐，新华人寿旗下2只产品买入，中国人寿旗下产品则有减持动作。                   自8月以来，该股得到长江证券、招商证券、上海证券、浙商证券等多家券商的买入评级。

D | 研报中多提到，AI业务有望带动公司业绩增长，中泰证券研报显示，该公司拟收购索尔思100%股权，通过此次收购能够快速切入光通信市场，进一步加大公司在AI领域布局。                   长源东谷的三季报则显示，6只公募基金现身前十大股东。其中，范妍在管的富国稳健增长新进，最新持股数为230万股。此前，该基金的半年报显示，长源东谷未在持股行列，买入个股动作或是从三季度开始。                   另外，这只个股还有蒋璆在管的华安动态灵活配置等多只产品现身。

E |                    浙商证券此前研报提到，长源东谷一方面聚焦新能源领域，混动缸体缸盖领域发力显著，去年比亚迪、赛力斯混动车缸体缸盖销量实现大幅增长。另一方面则是前瞻布局机器人关键部件，重点推进灵巧手、机械臂等高性能核心模块的研发与工程化路径建设。

F |                    闫思倩的最新调仓动作也在上市公司三季报显现。恒而达三季报显示，鹏华碳中和继二季度新进前十大股东后，又在三季度增持该股，至134.87万股。                   不过，该股短期业绩承压，今年前三季度净利润减少逾四成。但有券商研报指出，随着该公司销售规模的逐步扩大及生产工艺的持续优化，滚动功能部件产品市场知名度和行业渗透率得以不断提升，业务规模效应正逐渐凸显。                   隆盛科技则遭减持。在今年二季度末，该股位列鹏华碳中和的第六大重仓股，持股数为1085.62万股，而到了三季度末持股数减少两成以上，至836.19万股。

G |                    在闫思倩减持的同时，有4只公募基金新进该股前十大重仓股，包括胡宜斌在管的华安媒体互联网。                   消费、新能源亦有基金调仓                    食品股万辰集团也得到百亿基金经理的青睐，截至三季度末，李竞和胡晓管理的东方红启恒三年持有新进该股前十大股东，持股数为266.84万股。

H |                    事实上，在二季度末，东方红启恒三年持有已重仓持有了万辰集团，彼时持股数为165.89万股，是第四大重仓股，三季度的持股数则增加了六成以上。                   从业绩表现来看，该股出现净利润率的环比提升，前三季度实现扣非归母净利润8.1亿元，同比增长955.3%，仅第三季度的净利润也增长超三倍。

I |                    能源设备板块股蓝科高新也得到公募青睐，最新披露的三季报显示，钟帅在管的华夏行业景气、华夏卓越成长新进该股前十大股东。其中，华夏行业景气更是第五大股东，持股数为1047.48万股。                   虽然深耕能源装备领域，但近年来，蓝科高新也在向光热储能、氢能、深海经济等新兴领域拓展。

J | 三季报显示，该公司今年上半年实现净利润的扭亏为盈。

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Published on:07:40:07