基金中报披露,这些行业被重点布局!

国际金融报
Sep 04

公募基金2025年中报近期已披露完毕,持股数据也随之曝光。从基金持股市值排名前十或前二十的公司中可以发现,主动基金的投资方向主要聚焦在高景气、高成长的科技赛道,如互联网、半导体等行业。与此同时,一些传统赛道,如白酒、家电等,出现了被减持的情况。在港股方面,新消费、科技、医药则是基金布局的重点方向。受访者向《国际金融报》记者表示,科技行业将继续成为未来较长一段时间的投资主线,而传统消费行业则有望迎来...

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