2025Q2，A 股电子行业配置比例为 18.67%，保持全市场第一位置，超配比例环比25Q1 上升0.12pct。2025Q2 电子板块超配比例为 9.1%，超配比例环比 25Q1 上升 0.12pct。25Q2 申万二级电子板块基金持仓中，半导体占比最高，达 10.47%；元件占 3.65%；消费电子占 3.10%；光学光电子占 0.72%；电子化学品 Ⅱ 占 0.48%；其他电子 Ⅱ 占比...
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