二季度公募基金加仓港股腾讯控股仍为第一大重仓股

读创客户端07-21 10:19

随着基金二季报的披露，基金二季度的持股动向也浮出水面。总体来看，二季度主动偏股基金的港股仓位显著提升，增持了互联网、电讯等行业。其中，腾讯控股仍为其第一大重仓股。二季度港股恒生指数上涨逾7%，公募基金也在加仓。兴业证券研报显示，截至二季度，主动偏股型基金持有港股重仓股规模为1936.23亿元，较上季度末增长19.98%，港股仓位由9.33%提升至11.62%。国信证券数据显示，二季度普通股票型和...

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holding","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.6,"07226":1,"HSTECH":1,"HSCEI":1,"00700":1},"content_text":"随着基金二季报的披露，基金二季度的持股动向也浮出水面。总体来看，二季度主动偏股基金的港股仓位显著提升，增持了互联网、电讯等行业。其中，腾讯控股仍为其第一大重仓股。二季度港股恒生指数上涨逾7%，公募基金也在加仓。兴业证券研报显示，截至二季度，主动偏股型基金持有港股重仓股规模为1936.23亿元，较上季度末增长19.98%，港股仓位由9.33%提升至11.62%。国信证券数据显示，二季度普通股票型和偏股混合型基金港股仓位中位数分别为16.24%和13.23%，均较上一季度明显提升。普通股票型配置港股基金数量为201只，偏股混合型配置港股基金数量为1360只，普通股票型以及偏股混合型基金中配置港股的基金数量占比为52.56%。从行业增减持来看，兴业证券研报显示，二季度公募持有港股资讯科技业、电讯业、金融业行业仓位环比上升，医疗保健、必需性消费、非必需性消费仓位则显著回落。重仓股口径下，二季度主动偏股型基金加仓较多的行业是资讯科技业、电讯业、金融业，加仓比例分别为2.82个百分点、1.37个百分点、1.08个百分点。二季度主动偏股型基金减仓较多的行业是医疗保健、必需性消费、非必需性消费，减仓比例分别为-1.84个百分点、-1.6个百分点、-1.34个百分点。从重仓港股行业来看，通信服务和非日常生活消费品行业配置最高，行业权重分别为22.46%和20.58%；房地产和公用事业行业配置最低，分别为2.33%、3.14%。同花顺数据显示，从个股来看，腾讯控股仍然是公募的港股第一大重仓股。截至二季度末，公募的港股前五大重仓股分别为腾讯控股、中国海洋石油、美团、中国移动和快手。与一季度相比，港股前20大重仓中，新增新秀丽、中广核电力、中国石油、中国电信。记者注意到，二季度部分明星基金经理重仓港股。如睿远成长价值基金经理傅鹏博二季度的港股仓位进一步提升至23.63%，前十大重仓股就有中国移动、腾讯控股、海吉亚医疗三只港股。睿远均衡价值基金经理赵枫二季度的港股持仓占基金资产净值的比例为43%，其重仓的港股包括腾讯、中国移动、中国太保、美团、中国财险等。展望下半年港股，兴业证券全球首席策略分析师张忆东表示，8月份中报季开始，随着各领域核心资产盈利改善以及业绩指引上调，叠加中国宏观政策效果有望显现，美国经济动能弱化，吸引外资流入，从而引发核心资产的戴维斯双击。未来逢低配置高胜率资产（核心资产+高股息资产）是港股关注的重点。国信证券认为，考虑到目前PPI转正尚需时间，估计港股大概率沿着底部逐步抬高的路径去修复，在本轮扩张期结束时，恒生指数将回到20500-21500点区间。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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二季度公募基金加仓港股 腾讯控股仍为第一大重仓股

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二季度公募基金加仓港股腾讯控股仍为第一大重仓股