解码二季报下半年投资机遇,新势力登台,国家队继续偏好ETF!

市值风云
25 Jul

在二季度中,小米、新易盛跻身十大,国家队1500亿加码ETF。作者 |RAYYYY编辑 |小白7月下旬,公募基金二季报密集披露,各大基金的调仓动向和盈利水平逐渐开始浮出水面。回顾2025年二季度,全球经济延续复杂格局,地缘政治风险与贸易保护主义持续,美国关税政策不确定性仍存,影响全球贸易及供应链。国内经济在稳增长政策推动下逐步复苏。在此背景下,A股市场波动特征延续,结构性机会进一步凸显。今年二季度...

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