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加倉有色地產 三季度社保基金調倉攻守兼備
格隆匯 10-27 06:04
格隆匯10月27日丨據上證報,截至10月26日,在已披露三季報的上市公司中,社保基金出現在其中113家公司的前十大流通股東名單中。整體來看,社保基金對週期股表現出截然不同的態度,重點關注了有色板塊的投資機會,但減持了部分前期漲幅過高的化工股。此外,社保基金部分組合還選擇加強防禦,增持房地產、金融等相關個股。
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