报告导读：二季度非银板块获增配，但仍处于欠配状态，总体欠配4.72Pct。中长期机构资金入市效果显现，看好盈利改善、估值处于低位的非银股机会。二季度市场上涨带动机构增配券商板块：券商板块获增配，公募基金（剔除被动指数基金）持仓比例由0.51%提升至0.80%，板块仍欠配3.02Pct。二季度wind全A指数上涨3.86%，带动机构增配券商，券商指数上涨4.67%。个股方面，东方财富持仓市值比例由...
Source Link报告导读：二季度非银板块获增配，但仍处于欠配状态，总体欠配4.72Pct。中长期机构资金入市效果显现，看好盈利改善、估值处于低位的非银股机会。二季度市场上涨带动机构增配券商板块：券商板块获增配，公募基金（剔除被动指数基金）持仓比例由0.51%提升至0.80%，板块仍欠配3.02Pct。二季度wind全A指数上涨3.86%，带动机构增配券商，券商指数上涨4.67%。个股方面，东方财富持仓市值比例由...
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