中信证券：银行股仓位创历史低位
2026-07-27 01:23:03
据界面新闻报道，中信证券指出，回顾2026年二季度，银行板块延续调整，受沪深300等宽基ETF持续大规模赎回影响，二季度市场风格极致，银行股占主动型基金重仓股比例降至1.01%的历史最低位。7月以来，市场风格再平衡，银行板块明显回暖，南下持股和被动资金同步恢复净流入，机构持仓亦有望触底反弹。
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