【银华基金李晓星：看好港股市场以及A股现金流好且估值低位的消费股】金十数据4月21日讯，银华基金发布旗下基金2025年一季报。知名基金经理李晓星和张萍共同管理的银华心怡一季报显示，截至2025年一季度末，该基金股票仓位为89.74%，较2024年四季度末下降3.32个百分点。与2024年四季度末相比，五只个股新晋银华心怡前十大重仓股。李晓星表示，看好2025年权益市场，看好港股科技、港股消费、港股红利、A 股消费、A股制造业。对于一些涨幅过大的板块，从相对收益的角度来说，持谨慎的态度。相对更为看好港股市场以及A股现金流好且估值低位的消费股。
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