报告导读：三季度非银板块持仓略降，仍处于欠配状态，总体欠配4.32Pct。利率低位运行，中长期机构资金预期持续入市，看好盈利改善、估值处于低位的非银股机会。三季度交投活跃带动机构增配券商板块：券商板块获增配，公募基金（剔除被动指数基金）持仓比例由0.80%提升至0.85%，板块仍欠配2.75Pct。三季度wind全A指数上涨19.14%，券商指数增幅12.18%，市场上行带动基金增配券商板块。个股...
Source Link报告导读：三季度非银板块持仓略降，仍处于欠配状态，总体欠配4.32Pct。利率低位运行，中长期机构资金预期持续入市，看好盈利改善、估值处于低位的非银股机会。三季度交投活跃带动机构增配券商板块：券商板块获增配，公募基金（剔除被动指数基金）持仓比例由0.80%提升至0.85%，板块仍欠配2.75Pct。三季度wind全A指数上涨19.14%，券商指数增幅12.18%，市场上行带动基金增配券商板块。个股...
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