电子行业2025Q2基金持仓分析:机构加仓AI硬件,看好算力产业链持续高景气

信达证券
25 Jul

(以下内容从信达证券《电子行业2025Q2基金持仓分析:机构加仓AI硬件,看好算力产业链持续高景气》研报附件原文摘录)本期内容提要:电子行业超配比例达7.0%,环比下降0.3pct。以申万行业分类(2021)为依据,我们选取了普通股票型基金、偏股混合型基金、平衡混合型基金及灵活配置型基金作为样本分析2025年第二季度末电子板块的重仓持股情况。2025Q2,A股电子行业配置比例为18.3%,依旧保持...

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