本文来源:时代财经 作者:金子莘牛市行情下,上市公司资产配置也悄然变化。行情大好,有上市公司赚钱不仅靠业务,也靠投资。从上市公司的调仓路径来看,不少公司的投资布局大幅转向权益资产,购买ETF、购买私募,买入个股都成为新选择,不过从A股上市公司2025年中报来看,证券投资的整体规模有所下滑,市值管理方向正逐步明晰。市场热度逐步提升的同时,时代财经也关注到,也有不少公司“转身离开”证券市场,回归主业。...
Source Link本文来源:时代财经 作者:金子莘牛市行情下,上市公司资产配置也悄然变化。行情大好,有上市公司赚钱不仅靠业务,也靠投资。从上市公司的调仓路径来看,不少公司的投资布局大幅转向权益资产,购买ETF、购买私募,买入个股都成为新选择,不过从A股上市公司2025年中报来看,证券投资的整体规模有所下滑,市值管理方向正逐步明晰。市场热度逐步提升的同时,时代财经也关注到,也有不少公司“转身离开”证券市场,回归主业。...
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