中国报告大厅网讯,随着2024年A股上市公司年报密集披露,头部机构的投资动向成为市场关注焦点。数据显示,截至2024年底,已有102家A股公司前十大流通股东中出现券商身影,持仓总市值超227亿元。从行业偏好到个股选择,券商在能源、医药、科技等领域的布局逻辑逐步浮出水面,半导体、黄金等细分赛道的配置价值尤其受到机构重视。 一、头部券商重仓规模凸显行业集中度 中国报告大厅发布的《2025-2030...
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