传媒互联网行业2025Q2基金持仓分析:持仓比例持续增长 游戏及广告配置提升

长江证券
Aug 10, 2025

2025Q2,传媒互联网行业基金持仓低于标配比例,持仓有所提升传媒互联网板块基金持仓有所提升。2025Q2 传媒互联网板块基金持仓仍相对较低,但25Q2传媒板块受益于游戏等赛道行业景气度的提升,伴随市场风险偏好略有提升叠加对2025 年预期的修复,2025Q2 传媒互联网板块基金持仓市值占比环比上涨0.58pct 至1.96%。从排名来看,传媒互联网排在长江一级32 个行业中第15 位,较...

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