二季度内外资公募持股总市值上涨，二季度调仓动向出炉

环球网2025-07-28

【环球网财经综合报道】二季度A股反弹节奏加快，外资公募调仓路径备受关注。近期，九大外资公募基金的二季度持仓数据披露，科技中枢成为加仓“宠儿”。据华安证券统计，公募主动权益基金和陆股通持仓A股总市值均有小幅增长。其中主动权益基金持有A股2.93万亿，较上季度末小幅增加0.1%；陆股通持有A股2.29万亿，较上季度末增加2.4%。内外资持股总市值增长的主要原因均在于二季度市场整体小幅上涨，如上证指数...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2554744579?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-28 09:34","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2554744579","market":"sh","top_or_hot":-1,"title":"二季度内外资公募持股总市值上涨，二季度调仓动向出炉","media":"环球网","content":"<div>\n<p>【环球网财经综合报道】二季度A股反弹节奏加快，外资公募调仓路径备受关注。近期，九大外资公募基金的二季度持仓数据披露，科技中枢成为加仓“宠儿”。据华安证券统计，公募主动权益基金和陆股通持仓A股总市值均有小幅增长。其中主动权益基金持有A股2.93万亿，较上季度末小幅增加0.1%；陆股通持有A股2.29万亿，较上季度末增加2.4%。内外资持股总市值增长的主要原因均在于二季度市场整体小幅上涨，如上证指数...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072809350197222196&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>二季度内外资公募持股总市值上涨，二季度调仓动向出炉</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n二季度内外资公募持股总市值上涨，二季度调仓动向出炉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-28 09:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072809350197222196&s=b><strong>环球网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【环球网财经综合报道】二季度A股反弹节奏加快，外资公募调仓路径备受关注。近期，九大外资公募基金的二季度持仓数据披露，科技中枢成为加仓“宠儿”。据华安证券统计，公募主动权益基金和陆股通持仓A股总市值均有小幅增长。其中主动权益基金持有A股2.93万亿，较上季度末小幅增加0.1%；陆股通持有A股2.29万亿，较上季度末增加2.4%。内外资持股总市值增长的主要原因均在于二季度市场整体小幅上涨，如上证指数...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072809350197222196&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0183","symbol_name":"MSCI概念","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072809350197222196&s=b","article_id":"2554744579","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072809350197222196&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2554744579","pubTimestamp":1753666469,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"近期，九大外资公募基金的二季度持仓数据披露，科技中枢成为加仓“宠儿”。内外资持股总市值增长的主要原因均在于二季度市场整体小幅上涨，如上证指数上涨3.26%、创业板指上涨2.34%。机构方面，路博迈与联博二季度股票市值大幅增长，它们重仓方向重合，聚焦科技制造链条，新易盛、生益科技等成为“焦点资产”。上市公司方面，新易盛被七家外资公募持有，宏利将其作为第一重仓股。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159982":"中证500","399300":"沪深300","600183":"生益科技","600519":"贵州茅台","BK0183":"MSCI概念","BK0188":"融资融券","BK0012":"证金概念","BK0187":"一线龙头","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","BK0028":"国家队","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK0278":"货币金融","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","BK0201":"可转债","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","03750":"宁德时代","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","000001":"平安银行"},"translate_title":"The total market value of domestic and foreign public offerings rose in the second quarter, and the trend of position adjustment in the second quarter was released","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":0.9,"399300":0.9,"600183":0.9,"600519":0.9,"03750":0.9,"000001":0.9},"content_text":"【环球网财经综合报道】二季度A股反弹节奏加快，外资公募调仓路径备受关注。近期，九大外资公募基金的二季度持仓数据披露，科技中枢成为加仓“宠儿”。据华安证券统计，公募主动权益基金和陆股通持仓A股总市值均有小幅增长。其中主动权益基金持有A股2.93万亿，较上季度末小幅增加0.1%；陆股通持有A股2.29万亿，较上季度末增加2.4%。内外资持股总市值增长的主要原因均在于二季度市场整体小幅上涨，如上证指数上涨3.26%、创业板指上涨2.34%。机构方面，路博迈与联博二季度股票市值大幅增长，它们重仓方向重合，聚焦科技制造链条，新易盛、生益科技等成为“焦点资产”。上市公司方面，新易盛被七家外资公募持有，宏利将其作为第一重仓股。生益科技也获多家机构加仓。头部机构稳扎核心底仓，偏爱高盈利资产。摩根大通持仓市值最高，第一大重仓股是宁德时代，同时布局新能源与先进制造。摩根士丹利在创新药股上维持中高仓位，宏利基金既有科技主线，也布局传统制造或新能源材料股。此外，多家外资在贵州茅台等金融与消费核心资产上维持或加大持仓。（闻辉）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2554744579","isCrawlerRequest":true}