公募基金调仓进行时,二季度调研透露布局新思路

智通财经网2022-05-15

智通财经APP获悉,5月以来A股震荡回升,基金仓位却小幅下降,出现了明显的调仓行为。今年二季度基金经理合计调研了845家A股上市公司,相比一季度,国防军工、农林牧渔、有色金属等行业关注度明显提升。基金仓位连续第2个月下降近期市场震荡企稳,公募基金亦在调仓换股。Wind仓位测算数据显示,5月以来,6292只开放式权益类基金(不同份额合并计算)平均仓位下降0.16个百分点至64.63%,今年二季度以来...

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