核心观点周观点:预定利率调降50bp符合预期,交易量站上两万亿2季度公募持仓数据看,券商板块仍明显欠配:2025Q2主动型基金重仓股中券商板块占比0.78%,环比+0.25pct,环比增幅48%,位于近5年26%分位数,相对A股低配3.72pct;2025Q2主动型基金重仓股中保险板块占比1.14%,环比+0.52pct,环比增幅84%,位于近5年83%分位数,相对A股低配0.77pct。券商:...
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