国信证券：今年二季度北向资金整体流入A股2193亿元人民币，创下陆股通开通以来季度新高。北向资金增配出海链、算力芯片较多

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国信证券：今年二季度北向资金整体流入A股2193亿元人民币，创下陆股通开通以来季度新高。北向资金增配出海链、算力芯片较多，减配消费、红利较多。

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