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 |
| 2024-06-30 | TSM | 台积电 | 卖出 | 771.29 | 5.29% |
| 2024-06-30 | QCOM | 高通 | 买入 | 766.23 | 5.26% |
| 2024-06-30 | US8716071076 | Synopsys Inc | 买入 | 763.39 | 5.24% |
| 2024-06-30 | JP3148800000 | Ibiden Co Ltd | 买入 | 745.58 | 5.12% |
| 2024-06-30 | US55405Y1001 | MACOM Technology Soluti ons Holdings Inc | 买入 | 743.72 | 5.1% |
| 2024-06-30 | AMAT | 应用材料 | 卖出 | 728.31 | 5% |
| 2024-06-30 | US1273871087 | Cadence Design Systems Inc | 买入 | 683.95 | 4.69% |
| 2024-06-30 | LRCX | 拉姆研究 | 卖出 | 538.89 | 3.7% |
| 2024-06-30 | KLAC | 科磊 | 卖出 | 534.44 | 3.67% |
| 2024-06-30 | US8716071076 | Synopsys Inc | 卖出 | 528.64 | 3.63% |
| 2024-06-30 | US0404131064 | Arista Networks Inc | 卖出 | 527.44 | 3.62% |
| 2024-06-30 | US92537N1081 | Vertiv Holdings Co | 买入 | 510.32 | 3.5% |
| 2024-06-30 | US92537N1081 | Vertiv Holdings Co | 卖出 | 501.36 | 3.44% |
| 2024-06-30 | JP3293330001 | Kokusai Electric Corp | 卖出 | 497.64 | 3.41% |
| 2024-06-30 | 300394 | 天孚通信 | 买入 | 481.19 | 3.3% |
| 2024-06-30 | JP3355000005 | Shibaura Mechatronics Corp | 买入 | 478.54 | 3.28% |
| 2024-06-30 | JP3548600000 | Disco Corp | 卖出 | 432.75 | 2.97% |
| 2024-06-30 | US1273871087 | Cadence Design Systems Inc | 卖出 | 425.82 | 2.92% |
| 2024-06-30 | JP3433500000 | Socionext Inc | 买入 | 416.67 | 2.86% |
| 2024-06-30 | JP3494600004 | SCREEN Holdings Co Ltd | 卖出 | 404.82 | 2.78% |
公告&资料
