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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
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- 这份报告主要研究什么？
- 《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…》主要讨论：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…
- 报告来自哪个机构？何时发布？
- 来源机构：万联证券。
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