基金

二季度末险资持有市值环比增长11%,偏爱银行、传媒和医药生物板块_蜘蛛资讯网

巴黎欧莱雅戛纳赢麻了

险产品以下简称险资。  险资更爱高股息,加仓医药生物、传媒板块  与其他大资金一样,险资也尤爱银行板块,中报持有市值2456.3亿,占总持仓的48.7%。  同为高股息板块的公用事业、交通运输位列第二大、第三大,持有市值分别为419.4亿和390.9亿。可见,险资重仓的部分风险偏好是很低的。  二季度末,险资持有市值超过百亿的板块还有通信、电力设备、房地产、医药生物。前7大板块中,二季度险资仅对房

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