本文共2000字阅读完约5分钟金融投资报记者刘庆华 文/图公募基金二季报披露完毕,基金的调仓路径以及增减仓对象也一一揭晓。今年第二季度,基金减仓了第一季度较为热门的汽车板块及相关产业链,比亚迪等个股被明显减持;同时基金加仓了金融、通信等板块,ETF成为国有银行的重要加仓力量,而多家城商行则获得主动型基金的青睐。通信板块方面,以“易中天”三兄弟——新易盛、中际旭创、天孚通信为代表的光模块板块成为...
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