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公募调研热度持续升温 科技领域行业备受关注
Zheng Quan Shi Bao Wang·2025-06-16 06:57

Group 1 - Public fund enthusiasm for A-share market remains high, with 129 public fund institutions conducting research on 135 stocks from June 9 to June 15, resulting in a total of 780 research instances, a 17.82% increase from the previous week [1] - The telecommunications sector's Tianfu Communication (300394) was the most favored stock, attracting nearly 40% of public fund institutions with a total of 57 research instances [1] - The technology sector is notably popular among public fund institutions, with 17 industries receiving more than 10 research instances, and 2 industries exceeding 100 research instances [1] Group 2 - The electronics industry led with 160 research instances, making it the most focused area for public funds, involving 22 stocks [2] - The computer industry followed with 104 research instances, covering 13 stocks, while other industries like telecommunications, textiles, and pharmaceuticals also ranked high in research frequency [2] - The recent geopolitical tensions, particularly the Israel-Palestine conflict, have caused noticeable disturbances in equity assets, but historical analysis suggests that such events typically result in short-term market adjustments [2][3]