2023-07-25 08:14:33
每(mei)經AI快訊,中(zhong)金(jin)研報稱(cheng),公(gong)募(mu)二(er)季報顯(xian)示,科創板(ban)(ban)加(jia)倉(cang)(cang)(cang)主(zhu)板(ban)(ban)創業(ye)板(ban)(ban)減(jian)(jian)倉(cang)(cang)(cang),TMT加(jia)倉(cang)(cang)(cang)消費減(jian)(jian)倉(cang)(cang)(cang)。1)龍頭公(gong)司持股集中(zhong)度繼續回(hui)落。主(zhu)動偏(pian)股型基金(jin)重倉(cang)(cang)(cang)前100公(gong)司重倉(cang)(cang)(cang)市值(zhi)占比由上(shang)季度的57.4%降至52%,重倉(cang)(cang)(cang)前50市值(zhi)占比由43.8%降至38.2%。2)科創板(ban)(ban)倉(cang)(cang)(cang)位(wei)(wei)(wei)再(zai)創新(xin)高,主(zhu)板(ban)(ban)、創業(ye)板(ban)(ban)倉(cang)(cang)(cang)位(wei)(wei)(wei)回(hui)落。3)TMT再(zai)獲加(jia)倉(cang)(cang)(cang),消費減(jian)(jian)倉(cang)(cang)(cang),加(jia)倉(cang)(cang)(cang)通信、電子等行業(ye),減(jian)(jian)倉(cang)(cang)(cang)食品飲料。4)人工智能以(yi)及低估值(zhi)國央企倉(cang)(cang)(cang)位(wei)(wei)(wei)繼續提升(sheng)。5)賽道(dao)方面,酒(jiu)、光(guang)伏風電和創新(xin)藥倉(cang)(cang)(cang)位(wei)(wei)(wei)下降。
特別提醒:如果我們使用了您的圖片,請作者與本站聯系索取(qu)稿(gao)酬。如您不希望作品出現在本站,可聯(lian)系我們(men)要(yao)求撤下您的(de)作品。
歡迎關注每日經(jing)濟(ji)新聞(wen)APP