电子行业跟踪报告:SW电子基金重仓比例创新高,存储关注度提升

万联证券
Nov 17

(以下内容从万联证券《电子行业跟踪报告:SW电子基金重仓比例创新高,存储关注度提升》研报附件原文摘录)行业核心观点:SW电子2025Q3基金重仓比例创新高,超配比例环比上升。适配比例方面,SW电子行业2025年Q3适配比例为12.42%,环比-0.14pct,同比+3.47pct,仍处于历史较高水平;基金重仓比例方面,SW电子行业2025年Q3基金重仓比例为22.14%,环比+4.91pct,同比...

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