公募基金二季度盈利近2万亿元

经济参考报
Jul 23

截至7月22日,公募基金二季报披露完毕。  天相投顾数据显示,2026年二季度公募基金整体盈利1.93万亿元,终结此前连续两季的亏损局面。在AI主线行情贯穿始终的背景下,主动偏股基金仓位环比提升至86%,电子板块获显著加仓,中际旭创稳居第一大重仓股。同时,宁德时代、贵州茅台遭明显减持,贵州茅台更是退出了前十大重仓股行列。  值得注意的是,部分绩优基金经理在二季报中提示,上游过度涨价或对下游应用推广...

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