机构对消费板块的整体持仓水平也在稳步提升。国金证券研报显示,基金在消费板块的仓位水平自2023年二季度以来逐步升高,截至今年一季度末,大消费仓位水平达到23.8%,环比上涨1.3个百分点,超过历史平均水平。消费、制造、出口等多个领域出现景气企稳的迹象,预计下半年积极因素将逐步涌现?
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