中信建投表示,截止到2024年第四季度,根据公募基金前十大重仓股持股数据,军工持仓总市值为1278.64亿元,军工股持仓占比为4.34%,相较于2024Q1低点(4.11%)回升0.23个百分点,相较于2024Q3(5.31%)下滑0.97个百分点。分地区看,北上广深公募基金持军工股总市值环比有所回落。24Q4公募基金军工持仓环比减配至历史低位区间,随着军队人事调整和相关制度改革的逐步落地、“...
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