行业近况公募基金2Q25 报告基本披露完毕，我们分析了传媒板块持仓情况及变化趋势（成分股参考申万传媒指数），2Q25 主动偏股型基金重仓持股中，传媒板块比重为1.38%，较1Q25 环比提升0.49ppt。个股配置偏好分化，分众传媒、恺英网络、巨人网络的基金重仓市值位居前列。评论2Q25 传媒板块维持低配，但偏好环比明显提升。 2Q25 申万传媒季度上涨8.13%，表现位于各行业涨跌幅中游水平，...
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