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万联证券-电子行业跟踪报告：基金积极加仓设备及算力板块，抱团现象有所缓解-230511
2023年Q1申万电子行业指数重回上涨趋势，资金交易活跃度上升，估值仍处于历史低位,较历史五年均值水平仍有一定修复空间。从2023年Q1 SW电子行业基金重仓配置情况看，电子行业仍然维持超配，但超配比例同比、环比均有所收窄。 投资要点： 基金重仓配置维持超配，但超配比例收窄：从基金重仓比例看，2023年Q1 SW 电子行业基金重仓比例为9.42%，同比下降0.96pct，环比上升0.72pct；超
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