截至8月中下旬，海外基金公司二季度持仓数据基本披露完毕。根据我们对持有中国股票的20家TOP基金公司的前20大重仓股的统计分析，21Q2海外主要基金对中国股票重仓持股环比小幅提升0.1%至6214亿美元，其中港股持仓环比提升较大（+12.6%）。海外主要基金二季度对中国股票的配置偏好显著分化，成长板块中的医药（+41.0%，主要是药明生物）、科技（+34.3%）以及传统经济板块中的工业（+...
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中信证券：Q2全球TOP20基金如何配置中国？
中信证券研究2021-08-20
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