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澳门电子游戏网址大全:Market Style Conversion in the First Quarter

时间:2018/4/18 0:35:41  作者:  来源:  浏览:0  评论:0
内容摘要: In the first quarter of 2018, the trend of the market was divided and the overall performance of the public fund was significantly down. De...

In the first quarter of 2018, the trend of the market was divided and the overall performance of the public fund was significantly down. Despite the rebound in bond market, the A-share market has experienced fierce fluctuations, and the market style with a strong blue-chip value has changed. The overall performance of equity funds in the first quarter was negatively affected by the market, and the active partial stock fund reported losses.

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Shanghai Securities data show that the first quarter of active investment in stocks, active investment mix, and index type equity fund average net yields were -1.51%, -0.79%, and -2.16%, respectively; bond market uptrend under active investment bonds The fund's quarterly success rate has turned red, and the net value has averaged 0.99%. The average net fund yield for the QDII fund has recorded -3.73%, which is weaker than other types of funds.

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Judging from the absolute return rate, among the 277 active investment equity funds in the statistics, only 30% of the funds that have obtained positive returns. The yield distribution ranged from -13.85% to 16.73%, of which, the share of the fund whose net value rose by more than 5% was 32, which was relatively small. In terms of relative income, less than half of the active investment equity funds have exceeded their own performance benchmarks.

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As the first quarter of the A-share market, only the three industries of computer, leisure service, and medical biotechnology have been able to overcome the market's strengths. The concept of "unicorn" detonated the compensatory growth market, and the medical organism took over the banner of the consumer industry and became a hot spot in the market. This has led to a number of growth style funds and pharmaceutical funds rising prices.

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From the "Dabai Ma" style to the "Unicorn" concept, Bo Shi Yuyi flexible allocation fund manager Zhou Xinpeng believes that in the next quarter, the market may show a wide range of shocks, the valuation of growth stocks have been reasonable or even The underestimated range has more obvious investment value.

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Most fund industry sources stated that market volatility is still huge in the second quarter, but growth style will become the mainstream preference. Bo Shi Fund Chief Macro Strategy Analyst Wei Fengchun predicts that China-US trade frictions will be the dominant event affecting the domestic and foreign financial markets in the second quarter and will continue to suppress market sentiment, but provide short-term market sentiment but poor market sentiment. opportunity. Market volatility will increase significantly. Structurally, the market prefers growth style.

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Liu Yiqian, an analyst at Shanghai Securities Fund, said that the chase for the market shifted from buying cheap to buying high growth and buying at a high growth rate. It is recommended that fund investors pay attention to growth-style investment opportunities, and that fund managers with rich research investment power in this field are preferred. Or fund company . In terms of industry selection, the focus is on industries that have industrial tracks, recent growth rates, and significant space development, such as industrial Internet, new energy vehicles, advanced manufacturing, and innovative medicine. On the other hand, those partial stock positions with long-term control below 20% can also pay attention to the partial debt hybrid fund . For investors with higher risk appetite, converting bonds is a good way to pursue flexibility.

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“Investors can also pay appropriate attention to Hong Kong North Fund and QDII Fund focusing on diversification and allocation of emerging markets. Under the background of trade friction between China and the United States, the market has negative expectations for negative impacts. There are still phased investment opportunities for gold QDII.” Liu Yiqian Indicated.


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