主动、被动及北向资金同步流入-2025Q2银行持仓分析

倪军金融与流动...
Jul 22, 2025

欢迎关注、标星,以便更快获得我们研究推送广发证券银行分析师 倪军、林虎;联系人 李文洁核心观点基金25Q2季报披露完毕,呈现主、被动资金及外资同步流入特征:主动型基金:配置比例上升,城商行及股份行是加仓主线。25Q2末主动基金前十大重仓中配置银行板块635亿元,占总持仓4.87%,较Q1末边际增长1.12pct;低配银行3.03pct,低配比例较Q1末回落0.7pct。分类型看,城商行及股份行...

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