招商证券Q2主动偏股公募基金持仓分析：增配电子通信港股配比明显回暖

智通财经网07-20 16:27

智通财经APP获悉，招商证券发布研报称，2024Q2主动偏股公募基金持仓呈现三个特点：一是集中加仓红利资产、科技和资源品，二是被动基金规模快速增长，三是对于港股的配置明显提升。二季度主动偏股基金仓位略降，持股集中度继续回升，方向上加仓TMT、公用事业、新能源、资源品。大盘龙头风格在被动基金持仓中占比明显提升，核心龙头ETF持续净申购。核心观点：2024Q2公募基金持仓的几个关注要点：一是集中加仓...

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招商证券Q2主动偏股公募基金持仓分析：增配电子通信 港股配比明显回暖

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招商证券Q2主动偏股公募基金持仓分析：增配电子通信港股配比明显回暖