《大行》國泰海通列出內地公募基公第二季對港股各板塊持股市值變動(表)
阿思達克 07-22 11:50
國泰海通證券發表報告，列出內地公募基公第二季對港股各板塊持股市值變動預測：
行業│持股市值佔比(%)
申萬一級行業│今年第二季│今年第一季│按季變動(百分點)
1)科技│42.2%│45.9%│-3.7%
-傳媒│20.5%│23.5%│-3.0%
-電子│14.4%│14.8%│-0.4%
-計算機│2.1%│2.0%│+0.2%
-通信│5.2%│5.6%│-0.5%
2)消費│33.0%│29.2%│3.8%
-紡織服飾│1.5%│1.1%│0.4%
-家用電器│0.9%│0.8%│0.1%
-輕工製造│4.8%│2.8%│2.0%
-商業零售│6.6%│11.1%│-4.5%
-社會服務│4.0%│4.5%│-0.5%
-食品飲料│1.2%│1.3%│-0.2%
-醫藥生物│13.9%│7.6%│6.4%
3)金融地產│8.4%│6.3%│2.1%
-非銀金融│3.5%│1.8%│1.7%
-銀行│3.1%│2.4%│0.6%
-房地產│1.9%│2.1%│0.2%
4)製造 │6.7%│8.4%│-1.7%
-電力設備│0.5%│0.4%│0.1%
-國防軍工│0.0%│0.0%│0.0%
-機械設備│0.4%│0.3%│0.1%
-機械裝飾│0.5%│0.4%│0.1%
-汽車│5.3%│7.2%│-2.0%
5)能源材料│9.7%│10.2%│-0.5%
-鋼鐵│0.0%│0.0%│0.0%
-公用事業│1.4%│1.4%│-0.1%
-環保│0.2%│0.2%│-0.1%
-基礎化工│0.4%│0.3%│0.1%
-建築材料│0.0%│0.1%│0.0%
-交通運輸│1.7%│1.5%│0.3%
-煤炭│0.3%│0.3%│0.0%
-石油石化│2.8%│3.3%│-0.5%
-有色金屬│2.9%│3.1%│-0.2%
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