建信新兴市场优选C(018147)
动态评分： 6.15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 | JP3555700008 | Towa Corp | 买入 | 1785.17 | 31.83% |
| 2024-06-30 | MU | 美光科技 | 买入 | 1774.13 | 31.64% |
| 2024-06-30 | KLAC | 科磊 | 买入 | 1460.69 | 26.05% |
| 2024-06-30 | US6833441057 | Onto Innovation Inc | 买入 | 1211.25 | 21.6% |
| 2024-06-30 | US92537N1081 | Vertiv Holdings Co | 卖出 | 779 | 13.89% |
| 2024-06-30 | AMAT | 应用材料 | 卖出 | 743.33 | 13.25% |
| 2024-06-30 | US92537N1081 | Vertiv Holdings Co | 买入 | 732.53 | 13.06% |
| 2024-06-30 | US00215W1009 | ASE Technology H olding Co Ltd | 卖出 | 622.25 | 11.1% |
| 2024-06-30 | 00700 | 腾讯控股 | 买入 | 600.56 | 10.71% |
| 2024-06-30 | US00215W1009 | ASE Technology H olding Co Ltd | 买入 | 542.23 | 9.67% |
| 2024-06-30 | US0420682058 | ARM Holdings PLC | 买入 | 490.14 | 8.74% |
| 2024-06-30 | KR7005930003 | Samsung Electronics Co Ltd | 买入 | 473.46 | 8.44% |
| 2024-06-30 | 2454 | 联发科技 | 卖出 | 436.62 | 7.79% |
| 2024-06-30 | TSM | 台积电 | 卖出 | 425.27 | 7.58% |
| 2024-06-30 | US6833441057 | Onto Innovation Inc | 卖出 | 390.58 | 6.96% |
| 2024-06-30 | LRCX | 拉姆研究 | 卖出 | 359.64 | 6.41% |
| 2024-06-30 | BMG6331P1041 | Alpha & Omega Semiconductor Ltd | 买入 | 344.68 | 6.15% |
| 2024-06-30 | 00941 | 中国移动 | 买入 | 336.76 | 6.01% |
| 2024-06-30 | JP3979200007 | Lasertec Corp | 买入 | 329.74 | 5.88% |
| 2024-06-30 | IL0010952641 | Camtek Ltd/Israel | 卖出 | 329.25 | 5.87% |
公告&资料
