申万宏源：一季度公募持仓聚焦科技硬件，增配能源安全产业链
36氪获悉，申万宏源在2026Q1主动权益型公募基金持股分析中指出，今年一季度公募持仓在科技硬件端聚焦产业趋势和业绩强兑现方向，通信持仓和超配倍数继续突破历史新高，电子高位回落。此外，春季躁动过后���3月的地缘冲击下，能源安全类资产得到重视和加仓。其中中国制造业份额优势凸显、逐
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