《大行》国泰海通:第二季内地公募基金续增持港股 加仓创新药、新消费与红利 减仓科网股

AASTOCKS
Jul 22, 2025

国泰海通证券发表报告称,今年第二季内地公募基金继续增持港股。以主动偏股型基金(普通股票型+偏股混合型+灵活配置型基金)重仓股为样本,截至6月底止公募基金重仓股中港股持股市值占比为20.0%,相较今年首季的19.2%继续提升。分指数看,内地公募主要加仓中小型股,今年第二季恒生中小型股指数的成分股市值占基金港股持仓总市值的比重按季提升5.6个百分点,而恒生指数及恒生科技指数持仓占比分别按季下降4.4及...

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