投资要点：l大消费板块重仓比例持续回落，子板块重仓比例环比均下降。2025Q3大消费板块重仓比例持续回落，环比下降1.15pcts至4.69%，目前处于历史低位，远低于2018年以来的历史重仓比例平均值11.15%。l分个股：全市场个股持仓TOP20中大消费板块占据2个席位，减少1个席位，大消费板块中食品饮料个股重仓比例分化明显。2025Q3全市场基金重仓比例TOP20个股中大消费板块占据2个席位...
Source Link投资要点：l大消费板块重仓比例持续回落，子板块重仓比例环比均下降。2025Q3大消费板块重仓比例持续回落，环比下降1.15pcts至4.69%，目前处于历史低位，远低于2018年以来的历史重仓比例平均值11.15%。l分个股：全市场个股持仓TOP20中大消费板块占据2个席位，减少1个席位，大消费板块中食品饮料个股重仓比例分化明显。2025Q3全市场基金重仓比例TOP20个股中大消费板块占据2个席位...
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