[讨论]万家更新持仓了,规模加速扩大,各位怎么看

Gavinoff-avatar

Gavinoff

2020-07-13T11:54:54+00:00

加仓了兆易创新和君正这2个有点看不懂,这2个在芯片里走势也算差的了。
规模快到130亿了,想起广发刘格菘当初规模膨胀太快,今年就萎成这样了
[img]https://img.nga.178.com/attachments/mon_202007/20/jmQ5-8h3gK2pT1kShs-12h.jpg.medium.jpg[/img]
[img]https://img.nga.178.com/attachments/mon_202007/20/jmQ5-jo6wK1vT1kShs-12h.jpg.medium.jpg[/img]