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今日快看!【券商聚焦】华泰证券：26Q3金融股公募仓位分化 银行加仓、券商仓位回落

2026-10-30 10:08:44来源：金吾财讯  


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金吾财讯 | 华泰证券表示，26Q3金融股主动权益基金仓位环比表现分化，银行仓位回升，证券仓位下滑，保险仓位小幅回升。银行板块仓位较26Q2末回升1.06pct至2.16%，，工行、招商、江苏等获增持较多。26Q3末券商板块主动偏股型基金仓位环比下降0.13pct至0.33%，仍处于历史较低水平。保险板块基金仓位环比上升0.04pct至0.46%。近期市场风格再平衡，银行板块股息仍具有相对优势、券商估值性价比凸显。

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