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明日重点关注五大爆发潜力板块机会 ————东方财富网博客

明日重点关注五大爆发潜力板块机会 ————东方财富网博客
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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锂电池概念盘中走高，10余只个股涨停宁德时代涨超6%_股票频道_证券之星

锂电池概念盘中走高，10余只个股涨停宁德时代涨超6%_股票频道_证券之星
stockstar.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from stockstar.com Daily Mail and Mail on Sunday newspapers.

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周一大盘分析及操作策略————东方财富网博客

周一大盘分析及操作策略————东方财富网博客
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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有色金属行业2021Q2基金持仓分析：配置比例提升 EV材料备受青睐 _ 东方财富网

朋友圈　　有色板块二季度配置比例明显回升，板块维持超配水平。2021 基金中报显示二季度基金明显加配有色金属板块，有色行业配置比例由一季度 2.63%提升至 3.73%，超配比例由 0.33%扩大至 1.17%，配置比例处于历史相对高位。从细分板块上看，钴锂镍等 EV 金属相关板块(锂资源&加工、镍钴&EV材料)配置比例明显增加，铝、贵金属及新材料板块配置比例边际回升，其中 EV 金属及铝板块实现超配。　　板块配置上，二季度基金明显偏爱于 EV 材料相关板块。二季度锂资源&加工板块占基金在有色金属板块配置比例由 32.0%升至 36.0%，镍钴&EV 材料板块比例由 23.0%提升至 33.8%，合计配置比例达 69.8%。其他板块方面，铝板块由 13.2%降至 10.7%，铜板块由 21.5%降至 10.4%，有色新材料板块由 5.6%小幅下滑至 5.3%，贵金属板块由 3.0%小幅上升至 3.2%，稀土磁材板块由 1.7

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布局要强抓业绩作为投资主线

布局要强抓业绩作为投资主线
jrj.com.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from jrj.com.cn Daily Mail and Mail on Sunday newspapers.

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