三个皮匠报告—— 严选型全行业研究报告分享下载平台,您的专属行业智库!
欢迎来到三个皮匠报告!
登录
帮助中心
首页
最新
研搜
BETA
合集
英文
会议
数据
财报库
政策库
自研报告
入驻
您的当前位置:
首页
>
行业数据
>
图表11中信TMT板块被动基金规模超越主动基金
图表11中信TMT板块被动基金规模超越主动基金
市场规模
下载Excel
下载图片
原图定位
图片属性
图片格式:PNG
图片大小:118KB
图片尺寸:1801*861
同报告图片
/
4
fCDml7bpl7QgICAgIHwg5Li75Yqo5Z+66YeR6IKh56Wo5biC5YC877yI5Lq/5YWD77yJIHwg6KKr5Yqo5Z+66YeR6IKh56Wo5biC5YC877yI5Lq/5YWD77yJIHwg5Lit5L+hVE1U5oyH5pWwIHwKfC0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tfAp8IDIwMTVIMSAgIHwgMTQ1MDAgICAgICAgICAgICAgICAgICAgICB8IDE1MDAgICAgICAgICAgICAgICAgICAgICAgfCAyODUwMCAgICAgICB8CnwgMjAxNUgyICAgfCAxNTAwMCAgICAgICAgICAgICAgICAgICAgIHwgMTAwMCAgICAgICAgICAgICAgICAgICAgICB8IDMwMDAwICAgICAgIHwKfCAyMDE2SDEgICB8IDEzNTAwICAgICAgICAgICAgICAgICAgICAgfCAxMDAwICAgICAgICAgICAgICAgICAgICAgIHwgMjI1MDAgICAgICAgfAp8IDIwMTZIMiAgIHwgMTMwMDAgICAgICAgICAgICAgICAgICAgICB8IDUwMCAgICAgICAgICAgICAgICAgICAgICAgfCAyMTAwMCAgICAgICB8CnwgMjAxN0gxICAgfCAxMzAwMCAgICAgICAgICAgICAgICAgICAgIHwgNTAwICAgICAgICAgICAgICAgICAgICAgICB8IDIwNTAwICAgICAgIHwKfCAyMDE3SDIgICB8IDEzNTAwICAgICAgICAgICAgICAgICAgICAgfCA1MDAgICAgICAgICAgICAgICAgICAgICAgIHwgMjAwMDAgICAgICAgfAp8IDIwMThIMSAgIHwgMTM1MDAgICAgICAgICAgICAgICAgICAgICB8IDUwMCAgICAgICAgICAgICAgICAgICAgICAgfCAxODUwMCAgICAgICB8CnwgMjAxOEgyICAgfCAxMjUwMCAgICAgICAgICAgICAgICAgICAgIHwgNTAwICAgICAgICAgICAgICAgICAgICAgICB8IDEzNTAwICAgICAgIHwKfCAyMDE5SDEgICB8IDEzMDAwICAgICAgICAgICAgICAgICAgICAgfCA3MDAgICAgICAgICAgICAgICAgICAgICAgIHwgMTQ1MDAgICAgICAgfAp8IDIwMTlIMiAgIHwgMTU1MDAgICAgICAgICAgICAgICAgICAgICB8IDEyMDAgICAgICAgICAgICAgICAgICAgICAgfCAxNzAwMCAgICAgICB8CnwgMjAyMEgxICAgfCAxODAwMCAgICAgICAgICAgICAgICAgICAgIHwgMjUwMCAgICAgICAgICAgICAgICAgICAgICB8IDIyMDAwICAgICAgIHwKfCAyMDIwSDIgICB8IDIwNTAwICAgICAgICAgICAgICAgICAgICAgfCAzNTAwICAgICAgICAgICAgICAgICAgICAgIHwgMjE1MDAgICAgICAgfAp8IDIwMjFIMSAgIHwgMjU1MDAgICAgICAgICAgICAgICAgICAgICB8IDM1MDAgICAgICAgICAgICAgICAgICAgICAgfCAyMzUwMCAgICAgICB8CnwgMjAyMUgyICAgfCAyMzAwMCAgICAgICAgICAgICAgICAgICAgIHwgMzAwMCAgICAgICAgICAgICAgICAgICAgICB8IDIzMDAwICAgICAgIHwKfCAyMDIySDEgICB8IDIxMDAwICAgICAgICAgICAgICAgICAgICAgfCAzMDAwICAgICAgICAgICAgICAgICAgICAgIHwgMTk1MDAgICAgICAgfAp8IDIwMjJIMiAgIHwgMjAwMDAgICAgICAgICAgICAgICAgICAgICB8IDMwMDAgICAgICAgICAgICAgICAgICAgICAgfCAxNzUwMCAgICAgICB8CnwgMjAyM0gxICAgfCAyNDAwMCAgICAgICAgICAgICAgICAgICAgIHwgNDAwMCAgICAgICAgICAgICAgICAgICAgICB8IDIxNTAwICAgICAgIHwKfCAyMDIzSDIgICB8IDIxMDAwICAgICAgICAgICAgICAgICAgICAgfCA0NTAwICAgICAgICAgICAgICAgICAgICAgIHwgMTkwMDAgICAgICAgfAp8IDIwMjRIMSAgIHwgMjAwMDAgICAgICAgICAgICAgICAgICAgICB8IDUwMDAgICAgICAgICAgICAgICAgICAgICAgfCAxNzAwMCAgICAgICB8CnwgMjAyNEgyICAgfCAyMDAwMCAgICAgICAgICAgICAgICAgICAgIHwgMTEwMDAgICAgICAgICAgICAgICAgICAgICB8IDIzMDAwICAgICAgIHwKfCAyMDI1SDEgICB8IDIxMDAwICAgICAgICAgICAgICAgICAgICAgfCAxMzAwMCAgICAgICAgICAgICAgICAgICAgIHwgMjM1MDAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77yad2luZO+8jOWNjuWIm+ivgeWIuA==
所属报告:
家电行业资金面系列专题一:从业绩博弈到稀缺性溢价——家电板块估值重构与白电龙头新机遇-260105(47页).pdf
打包全文图表
相关数据
自全球金融危机以来,科技、媒体和电信(TMT)行业的股本回报率几乎翻倍,显著提升了标准普尔500的盈利能力
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
收藏
行业数据
2026-03-11
原图定位
查看详情
TMT 领域在美国股票市场中占据主导地位,而资本重的行业所占比例相对较小
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
收藏
行业数据
2026-03-11
原图定位
查看详情
Production of Petroleum Products by Fractionators (TMT)
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
收藏
行业数据
2026-03-05
原图定位
查看详情
分榨器生产石油产品(TMT)
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
收藏
行业数据
2026-03-05
原图定位
查看详情
2000.03-2003.02,TMT板块大幅回撤
收藏
行业数据
2026-02-24
原图定位
查看详情
我们2025 TMT交易经验的快照
收藏
行业数据
2026-02-13
原图定位
查看详情
A SNAPSHOT OF OUR 2025 TMT TRANSACTION EXPERIENCE
收藏
行业数据
2026-02-13
原图定位
查看详情
TMT细分三级子行业周涨跌幅(%)
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
收藏
行业数据
2026-01-14
原图定位
查看详情
国防军工、TMT以及有色板块本轮涨幅靠前
收藏
行业数据
2026-01-14
原图定位
查看详情
2012年以来,TMT、先进制造等板块在A股“春季躁动”
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
收藏
行业数据
2026-01-12
原图定位
查看详情
2012年以来,TMT、先进制造等板块在A股“春季躁动”
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
收藏
行业数据
2025-12-26
原图定位
查看详情
TMT细分三级子行业周涨跌幅(%)
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
收藏
行业数据
2025-12-23
原图定位
查看详情
TMT细分三级子行业周涨跌幅(%)
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
收藏
行业数据
2025-12-17
原图定位
查看详情
2013-2015年基金重仓TMT+军工的比例(单位:%)
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
收藏
行业数据
2025-12-15
原图定位
查看详情
最新数据
全球全年龄段奶粉市场规模(亿美元)
收藏
行业数据
2026-07-30
原图定位
查看详情
全球酸奶及发酵乳制品市场规模(亿美元)
收藏
行业数据
2026-07-30
原图定位
查看详情
全球药用级益生菌市场规模(百万美元)
收藏
行业数据
2026-07-30
原图定位
查看详情
全球益生菌膳食补充剂市场规模及增速
收藏
行业数据
2026-07-30
原图定位
查看详情
全球拥有AKK专利菌株的核心企业
收藏
行业数据
2026-07-30
原图定位
查看详情
TMT 板块被动基金规模已经超越主动基金。过去 10 年间,购买 TMT 板块的公募基金中,被动占比逐渐提升,并在 2024H2 占比超越主动基金。从绝对值的角度来看,被动基金持股市值整体呈上行趋势,2024 年后增长斜率明显抬升。我们发现,随着被动资金的占比逐渐变高,被动资金变化对于指数变化的敏感度逐渐显著。我们对 TMT 指数的增速和主被动资金量环比增速变动进行滚动窗口回归,3.5 年为一个窗口,计算主被动资金增速相对于指数变化的影响。结果显示,2020 年以前,主动基金为主要的解释因素。但在2020H2 之后,伴随着被动基金持股市值的增速逐渐提升并超越主动基金持股市值增速,其相对重要性超越了主动基金,成为了影响指数变化的主要边际因素。并且在 2024H2 后,其边际定价影响进一步增强。
市场规模
原图定位
当前图表所属:
家电行业资金面系列专题一:从业绩博弈到稀缺性溢价——家电板块估值重构与白电龙头新机遇-260105(47页).pdf
家电行业资金面系列专题一:从业绩博弈到稀缺性溢价——家电板块估值重构与白电龙头新机遇-260105
图表9海尔智家股价与预期PE的关系,预期PE位于历史低点
图表84白电龙头部分宽基指数权重
图表82白电龙头三/五年持有期超额胜率高,超额收益强
下载图片或Excel,需升级至尊VIP会员或「预见者」VIP
立即去升级
客服
商务合作
小程序
服务号
回到顶部
折叠
微信扫码登录
微信扫码登录
双重福利,扫码领取!
关注公众号『三个皮匠报告』,免费领取报告
1.100+最新优质行业报告
2.每周免费精选报告分享
手机快捷登录
账号登录
记住密码
忘记密码?
验证即登录,未注册将自动创建账号
获取验证码
收不到验证码注意事项
登录代表您已阅读并同意
《三个皮匠服务条款》