中金研究3Q基金季报点评——持续加仓应收账款与不良贷款ABS三季度公募基金持仓规模300.33亿元，环比下降8.5%，持仓基金数328只，环比下降6.8%。基础资产配置方面[1]，基金继续增持应收账款和不良贷款ABS。应收账款持仓集中于中国中铁、中国铁建、中国交建等央企ABS，中国中铁系列还包含部分无增信证券；不良贷款以建行&中行&农行&工行的房贷不良贷款ABS为主。无增信系列利差优势仍在。三季度...
Source Link中金研究3Q基金季报点评——持续加仓应收账款与不良贷款ABS三季度公募基金持仓规模300.33亿元，环比下降8.5%，持仓基金数328只，环比下降6.8%。基础资产配置方面[1]，基金继续增持应收账款和不良贷款ABS。应收账款持仓集中于中国中铁、中国铁建、中国交建等央企ABS，中国中铁系列还包含部分无增信证券；不良贷款以建行&中行&农行&工行的房贷不良贷款ABS为主。无增信系列利差优势仍在。三季度...
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