三季报揭晓 基金增持哪四大板块？
从最新公布的数据显示，三季度股票方面的基金平均股票仓位为80.41％，较二季度末增加2.05个百分点，增仓迹象明显。钢铁、金融、有色、煤炭股受到基金的青睐。金属非金属、金融保险、采掘业成为三季度基金增持比例最大的三个行业，而机械设备、食品饮料、医药业则成为基金减仓对象。<p> 三季度基金新增品种中，金融保险股占据了大头。<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/600030.shtml" target="_blank">中信证券</a></span>为基金增持最多的股票，持股数由二季度的4.55亿股增加到6.11亿股。<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/600036.shtml" target="_blank">招商银行</a></span>、<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/601318.shtml" target="_blank">中国平安</a></span>、<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/600000.shtml" target="_blank">浦发银行</a></span>、深发展、<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/601398.shtml" target="_blank">工商银行</a></span>也是基金三季度大幅增持的金融保险股。</p><p> 地产股中的龙头品种也是基金增仓的重点，基金增持了万科、<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/600383.shtml" target="_blank">金地集团</a></span>两大地产股。资源股和钢铁股也不例外，基金增持的重点是<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/600019.shtml" target="_blank">宝钢股份</a></span>、<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/600005.shtml" target="_blank">武钢股份</a></span>、<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/000709.shtml" target="_blank">唐钢股份</a></span>、<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/000898.shtml" target="_blank">鞍钢股份</a></span>四大钢铁股和<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/000878.shtml" target="_blank">云南铜业</a></span>、<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/000983.shtml" target="_blank">西山煤电</a></span>、<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/000960.shtml" target="_blank">锡业股份</a></span>等。另外，近期股价表现出色的<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/601919.shtml" target="_blank">中国远洋</a></span>、<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/600050.shtml" target="_blank">中国联通</a></span>、<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/601006.shtml" target="_blank">大秦铁路</a></span>、<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/002024.shtml" target="_blank">苏宁电器</a></span>、<span class="articleLink"><a href="http://stockdata.stock.hexun.com/urwh/dynamic/default/600150.shtml" target="_blank">中国船舶</a></span>也是基金三季度重点增持的股票。 </p>
页:
[1]