事件：公募基金二季报已披露完毕。借助于Wind 的汇总统计，我们分析了下白酒板块公募基金重仓持股情况。基金对白酒重仓持股比例已低于标配比例：截止2025Q2末公募基金对白酒板块的重仓持股市值 2090 亿元，占股票投资市值的比例为 2.9%，占比较前一季度下降 0.81pct，延续 2022 年以来的下行趋势，这一比例已低于3%的标准配置比例。其中指数型基金（被动指数型+增强指数型）对白酒重仓持股...
Source Link事件：公募基金二季报已披露完毕。借助于Wind 的汇总统计，我们分析了下白酒板块公募基金重仓持股情况。基金对白酒重仓持股比例已低于标配比例：截止2025Q2末公募基金对白酒板块的重仓持股市值 2090 亿元，占股票投资市值的比例为 2.9%，占比较前一季度下降 0.81pct，延续 2022 年以来的下行趋势，这一比例已低于3%的标准配置比例。其中指数型基金（被动指数型+增强指数型）对白酒重仓持股...
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