11月以来机构调研聚焦成长与防御方向

大众证券报
Nov 13, 2025

11月以来,A股市场机构调研热度持续升温,超695家上市公司获机构走访调研,覆盖电子元件、半导体、电气设备、医药生物等多个核心行业。其中,立讯精密、百济神州、汇川技术等龙头企业成为机构“团宠”,而高股息策略因兼顾收益与防御属性,则成为机构配置的重要方向。电子、机械设备成核心调研方向在本月机构调研标的公司中,立讯精密获222家机构调研,位居榜首;百济神州、汇川技术紧随其后,分别获202家、195家...

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