国泰海通证券发表报告，列出内地公募基公第二季对港股各板块持股市值变动预测： 行业│持股市值占比(%) 申万一级行业│今年第二季│今年第一季│按季变动(百分点) 1)科技│42.2%│45.9%│-3.7% -传媒│20.5%│23.5%│-3.0% -电子│14.4%│14.8%│-0.4% -计算机│2.1%│2.0%│+0.2% -通信│5.2%│5.6%│-0.5% 2)消费│33.0%│29.2%│3.8% -纺织服饰│1.5%│1.1%│0.4% -家用电器│0.9%│0.8%│0.1% -轻工制造│4.8%│2.8%│2.0% -商业零售│6.6%│11.1%│-4.5% -社会服务│4.0%│4.5%│-0.5% -食品饮料│1.2%│1.3%│-0.2% -医药生物│13.9%│7.6%│6.4% 3)金融地产│8.4%│6.3%│2.1% -非银金融│3.5%│1.8%│1.7% -银行│3.1%│2.4%│0.6% -房地产│1.9%│2.1%│0.2% 4)制造 │6.7%│8.4%│-1.7% -电力设备│0.5%│0.4%│0.1% -国防军工│0.0%│0.0%│0.0% -机械设备│0.4%│0.3%│0.1% -机械装饰│0.5%│0.4%│0.1% -汽车│5.3%│7.2%│-2.0% 5)能源材料│9.7%│10.2%│-0.5% -钢铁│0.0%│0.0%│0.0% -公用事业│1.4%│1.4%│-0.1% -环保│0.2%│0.2%│-0.1% -基础化工│0.4%│0.3%│0.1% -建筑材料│0.0%│0.1%│0.0% -交通运输│1.7%│1.5%│0.3% -煤炭│0.3%│0.3%│0.0% -石油石化│2.8%│3.3%│-0.5% -有色金属│2.9%│3.1%│-0.2%