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金板块仍然是我们中长期最为看好、持仓最重的方向。  易方达基金基金经理张振琪亦在一季度小幅降低黄金持仓,他在季报中表示综合考量边际资金面变化以及市场交易拥挤度等因素。  与此同时,一批基金经理选择在一季度逆势增持黄金股。天相投顾数据显示,赤峰黄金成为公募基金一季度增持前五十大股票之一,基金持有总市值从2025年四季度的28.24亿元增至64.71亿元,新增48只基金将其纳入重仓股。  其中,西部利

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