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万联证券-计算机行业跟踪报告：基金重仓转为低配，关注AI产业链及出海机遇-240627
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- 这份报告主要研究什么？
- 《万联证券-计算机行业跟踪报告：基金重仓转为低配，关注AI产业链及出海机…》主要讨论：SW计算机24Q1基金重仓比例连续收窄，变为低配，处于行业历史低位水平。适配比例方面,SW计算机行业2024年Q1的适配比例为4.29%,环比-0.48pct,同比-0.98pct;基金重仓比例方面…
- 报告来自哪个机构？何时发布？
- 来源机构：万联证券，篇幅约 9 页。
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