+投资逻辑投资逻辑:25Q2电子配置&超配比例创历史新高。参考国金电子策略团队统计口径,2025Q2主动偏股型基金电子行业重仓配置比例为19.11%,季度环增0.01pct,配置比例居申万一级行业第一,超配比例第一,达7.73%,配置与超配比例续创历史新高;Q2电子行业加仓比例为0.01%,排名第十二,超配增长比例排名第十。25Q2重仓持股总市值前五为小米集团-W/立讯精密/中芯国际/北方华创/...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.