公募基金二季度加仓47只银行股！持股市值激增508亿元，招行获966只基金重仓

Group 1 - The A-share market has shown significant differentiation recently, with multiple stocks doubling in value and specific sectors frequently receiving institutional fund increases [1] - The banking, communication, and non-bank financial sectors have become key allocation directions for public funds in the second quarter [1] - Technology and pharmaceutical thematic funds have also seen net inflows, indicating ongoing investor interest in these specific areas [1] Group 2 - The banking sector has been favored by institutions, with 47 out of 58 bank stocks held by public funds receiving increases in holdings [2] - Notably, Minsheng Bank and Industrial Bank saw over 10 million shares added, with the total number of shares in the banking sector increasing by 3.065 billion shares and market value rising by 50.82 billion yuan [2] - The China Securities Regulatory Commission's new guidelines on public fund performance benchmarks are expected to guide capital allocation towards the previously underweighted banking sector [2] Group 3 - The technology and pharmaceutical thematic funds displayed clear signs of capital flow differentiation in the second quarter [3] - Despite a return rate of -4.06%, the Yongying Advanced Manufacturing Fund received a net subscription of 1.491 billion shares, with its C share size reaching 10.869 billion yuan by the end of the quarter [3] - Conversely, some pharmaceutical funds experienced net redemptions despite strong returns, indicating a "take profit" behavior among investors [3] Group 4 - The China Europe Digital Economy Fund saw its A/C scale surge from 11.7 million yuan in the first quarter to 152.7 million yuan in the second quarter, with significant adjustments in its top ten holdings [4] - The Changcheng Prosperity Growth Fund also experienced a substantial increase in scale, rising from 7.034 million yuan to 32 million yuan, a 357% increase quarter-on-quarter [4]