天弘全球高端制造A(016664)
动态评分： 6.16分
投资组合
| 报告日期 | 代码 | 名称 | 类型 | 金额(万元) | 占期初比 |
| 2024-12-31 | TSM | 台积电 | 买入 | 5743.3 | 39.4% |
| 2024-12-31 | US5738741041 | Marvell Technology Inc | 买入 | 5139 | 35.26% |
| 2024-12-31 | NVDA | 英伟达 | 买入 | 4823.72 | 33.09% |
| 2024-12-31 | AMD | 超威半导体 | 买入 | 4763.17 | 32.68% |
| 2024-12-31 | US11135F1012 | Broadcom Inc | 买入 | 4366.24 | 29.95% |
| 2024-12-31 | MU | 美光科技 | 买入 | 3824.44 | 26.24% |
| 2024-12-31 | ASML | 阿斯麦 | 买入 | 3794.3 | 26.03% |
| 2024-12-31 | US0404132054 | Arista Networks Inc | 买入 | 3570.46 | 24.5% |
| 2024-12-31 | JP3555700008 | Towa Corp | 买入 | 3541.76 | 24.3% |
| 2024-12-31 | US5128073062 | Lam Research Corp | 买入 | 3525.46 | 24.19% |
| 2024-12-31 | 300308 | 中际旭创 | 买入 | 3400.27 | 23.33% |
| 2024-12-31 | NL0000334118 | ASM International NV | 买入 | 3294.86 | 22.6% |
| 2024-12-31 | JP3548600000 | Disco Corp | 买入 | 3234.07 | 22.19% |
| 2024-12-31 | JP3571400005 | Tokyo Electron Ltd | 买入 | 3144.81 | 21.58% |
| 2024-12-31 | NL0012866412 | BE Semiconductor Industries NV | 买入 | 3116.37 | 21.38% |
| 2024-12-31 | 601138 | 工业富联 | 买入 | 3003.52 | 20.61% |
| 2024-12-31 | US4581401001 | Intel Corp | 买入 | 2909.25 | 19.96% |
| 2024-12-31 | AMAT | 应用材料 | 买入 | 2843.29 | 19.51% |
| 2024-12-31 | US55405Y1001 | MACOM Technology Soluti ons Holdings Inc | 买入 | 2828.89 | 19.41% |
| 2024-12-31 | 300502 | 新易盛 | 买入 | 2822.56 | 19.36% |
公告&资料
