2Q25银行股持仓变化:二季度市场风格回归红利与避险,各类资金对银行板块均有流入。2Q25被动/主动/北向资金流入规模分别为459.37/ 89.87/ 26.67亿元,占二季度成交额比重分别为2.67%/ 0.52%/ 0.15%。主动基金:市场风格回归红利与避险、叠加公募高质量发展方案,主动资金流入银行板块、环比+1.77pcts至5.78%;仓位变化是主要贡献因子,银行板块上涨贡献0.33%...
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