行业近况从近期披露的2Q25 公募基金持仓数据来看,电子板块持仓稳中有升,通信板块持仓环比提升较多。具体而言,1)半导体仓位环比略降,但算力高景气推升PCB持仓:2Q25 公募基金主要增持沪电股份、胜宏科技等,减持恒玄科技、海光信息等;沪(深)港通方面,北上资金增持北方华创、中芯国际-A等,南下资金增持两大晶圆代工厂。2)消费电子板块中,关税不确定性致果链持仓下降:2Q25 公募基金增持工业富联、...
Source Link行业近况从近期披露的2Q25 公募基金持仓数据来看,电子板块持仓稳中有升,通信板块持仓环比提升较多。具体而言,1)半导体仓位环比略降,但算力高景气推升PCB持仓:2Q25 公募基金主要增持沪电股份、胜宏科技等,减持恒玄科技、海光信息等;沪(深)港通方面,北上资金增持北方华创、中芯国际-A等,南下资金增持两大晶圆代工厂。2)消费电子板块中,关税不确定性致果链持仓下降:2Q25 公募基金增持工业富联、...
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