家电行业2025Q2基金重仓分析:重仓家电比例下降 黑电及清洁电器获增配

华创证券
Aug 12

主动偏股型基金重仓家电比例环比有所下降:我们以华创证券家电板块分类为依据 ,分析主动偏股型基金重仓家电的情况。Q2 基金重仓家电持股比例为4.74%,环比-0.77pct;Q2 家电超配比例为2.44%,环比-0.55pct。二季度主动偏股型基金重仓家电板块的比例环比下降,我们认为主要因为Q2 国补政策存在短暂暂停或限额引发市场对内需刺激的担忧,以及Q2 美国发起的贸易战升级导致市场对出海企业存在...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10