Huatai Securities: Communication Holdings increased in the second quarter, follow the opportunity of domestic Computing Power chain

On July 23, Jinshi Data reported that Huatai Securities research report stated that the disclosure of the public sale fund's second quarter report for 2024 has been completed. According to statistics, in the second quarter of 2024, among the top ten heavy positions of the public sale fund, China Communications zone A shares accounted for 3.94% of the total holdings, with a rise of 0.71 percentage points compared to the previous quarter, showing a continuous rise trend. The overallocation ratio of the zone in the second quarter of 2024 was 1.49%, an increase of 0.64 percentage points compared to the first quarter of 2024. In the second quarter of 2024, the public sale fund increased its holdings in optical modules, Hai Feng sea cables, cloud office, internet of things, and other zones, while reducing its positions in military communications, wireless main equipment, and other zones.