张坤在管基金披露三季报 聚焦内需消费与科技板块

Core Viewpoint - The article highlights the recent portfolio adjustments made by Zhang Kun, a prominent fund manager at E Fund, focusing on increased investments in domestic consumption and technology sectors while reducing holdings in certain liquor and health companies [1] Group 1: Fund Adjustments - Zhang Kun's funds have shown a greater focus on domestic consumption and technology sectors in the third quarter of 2025 [1] - Increased positions were taken in companies such as Focus Media, Yum China, and Google [1] - Some funds further increased their stakes in Kweichow Moutai and Wuliangye [1] Group 2: Reduced Holdings - Zhang Kun reduced holdings in Shanxi Fenjiu, Luzhou Laojiao, and JD Health [1]