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2025Q1基金重倉通信個股持股市值規模減值居前的個股-行業數據

2025Q1基金重倉通信個股持股市值規模減值居前的個股
2025Q1基金重倉通信個股持股市值規模減值居前的個股
從持倉規模增減情況來看，公募基金更偏好國內 AI 應用相關性更直接的環節，如物聯網、IDC 等，翱捷科技-U、瑞芯微的持倉規模增加明顯，海外 AI 算力鏈減倉明顯，滬電股份、中際旭創、新易盛持倉規模下降明顯。
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所屬報告： 通信行業24全年及25Q1財報總結暨基金持倉分析：AI浪潮下順勢而為擁抱AI算力和端側AI-250519（15頁）.pdf
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