二季度公募基金增持银行股 持仓总市值环比增长约27%

东方财富
24 Jul

今年以来,银行板块持续演绎“大象起舞”行情,以公募基金为代表的机构资金流入银行板块的现象成为市场焦点。公募基金二季报披露完毕,揭开了这层“面纱”的一角。在业内人士看来,政策效应显现推动各类资产价格企稳回升、公募基金对低配板块的关注度提升以及红利策略逻辑的演绎等多方面因素,共同推动了二季度公募基金对银行股的增持。站在当前时点,尽管银行板块有所调整,但中期行情或尚未结束,投资吸引力仍存。股份行等成加仓...

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