隨著(zhu)上(shang)市(shi)公(gong)(gong)司2023年(nian)(nian)半年(nian)(nian)報(bao)(bao)的(de)披露(lu)，知名(ming)私募投(tou)資經理(li)的(de)最(zui)新(xin)持倉浮出水面。在今年(nian)(nian)二季(ji)度，葛(ge)衛東減持了(le)今年(nian)(nian)股(gu)(gu)(gu)價翻倍的(de)AI龍(long)頭股(gu)(gu)(gu)科(ke)大訊飛，持股(gu)(gu)(gu)降至1844萬股(gu)(gu)(gu)，持有市(shi)值12.53億元(yuan)；但他(ta)依舊堅定持有模(mo)組(zu)龍(long)頭移(yi)遠通(tong)信，裘國根的(de)重(zhong)陽(yang)投(tou)資也(ye)重(zhong)倉移(yi)遠通(tong)信755.70萬股(gu)(gu)(gu)，期末(mo)持股(gu)(gu)(gu)市(shi)值為4.36億元(yuan)。“公(gong)(gong)奔(ben)私”知名(ming)基金經理(li)周(zhou)應波(bo)掌舵的(de)運(yun)舟資本則新(xin)進了(le)創新(xin)型仿制藥企業福元(yuan)醫藥，三只產品合計持有1585.63萬股(gu)(gu)(gu)，二季(ji)度末(mo)的(de)持股(gu)(gu)(gu)市(shi)值為2.58億元(yuan)；另(ling)外(wai)，睿郡資產董承非管理(li)的(de)私募產品新(xin)進國內木質活性(xing)炭龍(long)頭元(yuan)力(li)股(gu)(gu)(gu)份，持有324萬股(gu)(gu)(gu)，期末(mo)持股(gu)(gu)(gu)市(shi)值為5110萬元(yuan)。（中國基金報(bao)(bao)）