主要
观点
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/7e24-015ce4b7d7aea46f62948daac304ec9f.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/d0e6-11fef06f308c694e33098f8454076de6.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/4ec1-14eb5513ff069f9fcc555bec8c6f7b35.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/af2c-9b9ee7f2be0f45119a69893c1608fedf.png)
样本数据统计结果与真实情况可能存在偏差、基于个人的数据处理办法也可能存在偏差等。
![](http://n.sinaimg.cn/spider20240725/179/w900h79/20240725/5d75-d0e54218b477746081457ee627a04757.jpg)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/82ca-83c80de93c294baf7b69a7db8b4ffa8f.png)
![](http://n.sinaimg.cn/spider20240725/596/w494h102/20240725/47c5-cdcfe424f28637b890b8230c53efc608.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/1452-c3da7c19d84f1cbd0eba20b4e2256918.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/cf9d-1dda941fc36a88687eb9931f287f8f32.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/0b89-8bb372db9feb06fbcb50c1166b42fcf1.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/d1d9-6db223a252fd1ce18dca1de1065095d2.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/e409-f84d6d52d42ab673e17707e59bf08447.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/ff9b-b86ff2f785a2491d6e975bb7c3fe57df.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/3cf8-3c616e63d80eae7f131a3d0beb2f75c4.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/d33d-55d419cdf0771463ccd392be2dfaadf3.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/7803-ec518becb6c9e3a2c580a0784a0410c3.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/aaca-406fe7fa9dda51051fd84c22b9506adc.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/5ae3-5d4b74aaa5a00902be38903332424e44.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/ef78-bd9cf8e8f84587cac97503447b6d50d9.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/0701-d17f72f707740932aaeb8ca8c62a5ac1.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/a5d6-c421cf60db1cd9417d09a1cbf96560ab.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/f91f-2fb9b109d21310ffaa44f21212db40be.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/d3f3-357bcbf7192d9e6599fdbb5b39d0ed57.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/8e9e-967960a94229eecdae28e55c589282ff.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/887a-eb27b8f3aca9e5977f8fbdc8ad56a8a8.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/dcad-0c00aa908d77a24b0544f91acea950da.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/36c9-396063cfd427ed939deb1589becf6883.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/ed12-d700fbd536210245e205f7af104be911.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/2e86-2f2764ec393899e6f38088fcada00283.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/0870-07d8c1b5f40f6e6763fb1855c959aa58.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/9363-f32565bcd3511af52b9b93ba394262e9.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/e91d-09dc1ebb525f684e13cb0c4d1d4a7a91.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/9ddd-091d986325f9c9f7d30d197814c2e954.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/259c-9947986ccefbd5e11f34e859b3968523.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/a3c2-c3437d4cf36f617ecc9326ecab527a81.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/5daf-721d4d1689b31af21a55da28b2751e60.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/7950-6aeeb044c5d7900e2174f916f49c838a.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/3b92-cd873de0699ccbf8fc62b75524a316e3.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/38ee-dea2cf8890ea67694e87cb41565bde63.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/e3fd-49bda5240be65539fd620f43eadb9b9a.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/c22b-86853217b2c210a6f77aa626b801baec.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/5659-1e570ec42f659505f8da145752567e2b.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/6f54-b52e4b34d25217b6de065c69050f2766.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/304e-7e42600e4775a5ee538b5aeda212b96d.png)
![](http://n.sinaimg.cn/spider20240725/88/w1080h608/20240725/7795-57b55cf3a7da992961c729645876a625.png)
“
重要提示
本报告摘自华安证券2024年7月22日已发布的《【【华安证券·策略研究】专题:电子、通信、红利资产创内外资持仓历史新高》,具体分析内容请详见报告。若因对报告的摘编等产生歧义,应以报告发布当日的完整内容为准。
“
分析师介绍
分析师:郑小霞 执业证书号:S0010520080007
分析师:刘 超 执业证书号:S0010520090001
![](http://n.sinaimg.cn/spider20240725/200/w900h900/20240725/aa2e-ca01dececbcf87fd20fe27efeba5a7b0.png)
![](http://n.sinaimg.cn/finance/cece9e13/20240627/655959900_20240627.png)
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