行业近况公募基金3Q25 报告基本披露完毕，我们分析了传媒板块持仓情况及变化趋势（成分股参考申万传媒指数），3Q25 主动偏股型基金重仓持股中，传媒板块比重为1.90%，较2Q25 环比提升0.52ppt。个股配置偏好分化，巨人网络、ST华通、分众传媒的基金重仓市值位居前列。评论3Q25 传媒板块转为超配，偏好环比继续提升。3Q25 申万传媒季度上涨8.07%，表现位于各行业涨跌幅中游水平，同期...
Source Link行业近况公募基金3Q25 报告基本披露完毕，我们分析了传媒板块持仓情况及变化趋势（成分股参考申万传媒指数），3Q25 主动偏股型基金重仓持股中，传媒板块比重为1.90%，较2Q25 环比提升0.52ppt。个股配置偏好分化，巨人网络、ST华通、分众传媒的基金重仓市值位居前列。评论3Q25 传媒板块转为超配，偏好环比继续提升。3Q25 申万传媒季度上涨8.07%，表现位于各行业涨跌幅中游水平，同期...
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