21世纪经济报道 记者:叶麦穗统筹:马春园公募基金二季度对金融股进行了大力减持。二季度市值缩水的前十大重仓股中,有一半来自金融板块,如工商银行、农业银行、中国银行、招商银行和中国人寿。中泰证券发布研究报告称,二季度基金持仓银行股占比2.68%,环比下行1.35个百分点,持仓占比远低于2017年来中位数水平4.31% 和平均水平4.38%,是2016年以来持股次低点(上次低点见于2020年2季度)...
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