“国家队”持股动向曝光:中央汇金新进大商股份,社保基金增持三安光电

市场资讯
Aug 31

华夏时报记者 张玫 北京报道随着上市公司半年报的披露,“国家队”持仓数据陆续出炉。截至8月29日已披露数据,“国家队”二季度末共出现在超过190家上市公司的股东名单中,持股总市值超千亿元。从行业分布来看,金融、房地产、能源、材料、医药等行业仍是其布局重点,但细分领域的持股结构调整明显,透露出新一轮的资产配置逻辑。中央汇金新进大商股份,证金减持了绿地控股、金隅集团、君正集团、海澜之家等,而社保基金则...

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