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富瑞：予毛戈平目标价130港元评级“买入” 合作半年，胖东来已成酒鬼酒第一大客户

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二季度末险资持有市值环比增长11%，偏爱银行、传媒和医药生物板块_蜘蛛资讯网

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险资更爱高股息，加仓医药生物、传媒板块　　与其他大资金一样，险资也尤爱银行板块，中报持有市值2456.3亿，占总持仓的48.7%。　　同为高股息板块的公用事业、交通运输位列第二大、第三大，持有市值分别为419.4亿和390.9亿。可见，险资重仓的部分风险偏好是很低的。　　二季度末，险资持有市值超过百亿的板块还有通信、电力设备、房地产、医药生物。前7大板块中，二季度险资仅对房地产板块进行了减持，其它

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贝恩对AI行业商业模式提质疑：2030年收入缺口将达8000亿美元 11只白银概念股年涨幅超100%

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