7月21日,公募基金二季报披露完毕,整体持仓数据显现。Wind资讯数据显示,二季度多只行业龙头个股获得公募基金集中配置,从行业所属分类来看,制造业和消费资产成为配置核心;信息技术行业持仓显著提升,反映出对科技创新类标的的乐观预期。数据显示,二季度有多达1774只基金持有宁德时代,持股总市值为1426.57亿元,继续稳居重仓股首位;同时,有1071只基金持有贵州茅台,持股总市值1252.3亿元。这也...
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