首批公募基金2025年二季报披露。近期,同泰基金、德邦基金、汇安基金旗下部分基金产品率先披露基金二季报,覆盖了债券型基金和权益类基金,作为最早亮相的基金产品,其持仓动向与投资观点受到市场关注。具体来看,率先披露二季报的多只主动权益和债券基金二季度调仓幅度较大。权益类基金大调仓今年二季度,A股市场分化较大,结构性机会不断涌现。红利方向因高股息防御属性受资金青睐,银行指数二季度涨幅超12%;小盘股表现...
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