传媒互联网行业2025Q3基金持仓分析:板块转为超配 游戏及互联网持仓提升

长江证券
Nov 16, 2025

传媒互联网板块基金持仓持续提升。2025Q3 传媒互联网板块基金持仓仍相对较低,但25Q3传媒板块受益于游戏等赛道行业景气度的提升,叠加新游的亮眼表现,2025Q3 传媒互联网板块基金持仓市值占比环比上涨0.53pct 至2.50%。从排名来看,传媒互联网排在长江一级32个行业中第11 位,较2025Q2 的第15 名有所提升。传媒互联网板块转为超配,2023Q2 以来首次高于行业标配比例。...

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