银行仓位和估值到哪了?

格隆汇
22 Jul

本文来自格隆汇专栏:中金研究,作者:林英奇、周基明、许鸿明、张帅帅热点速评我们统计了2Q25银行股公募基金仓位以及估值情况。正文►银行仓位环比上升。2Q25银行股基金仓位为4.33%,为2021年二季度以来最高水平,环比1Q25上升0.86ppt,主要源于银行板块表现较好,基金持仓偏好提升。相对于银行市值占比,基金低配程度仍然较深,2Q25银行板块整体被基金低配11.1个百分点,较1Q25低配程度...

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