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【600169股吧】A股震荡蓄势(2015-07-29)


600169股吧——纸白银价格走势

  最近,市场又出现了一次调整。大多数接受采访的私募基金经理并不感到意外。他们认为这是二次探底。调整后,优质成长股将迎来更多投资机会。数据显示,6月12日至7月3日,15.08%的股票型私募基金逆势上涨,平均涨幅为8%。

600169股吧
  一些私募的表现不错

  格尚金融研究中心对6月12日至7月3日连续三周管理规模超过20亿元的私募机构业绩进行了统计。其中96%在此期间遭受损失,40%的损失在20%至30%之间。本轮股指回调30%,但大量个股的大幅下挫让不少选股私募严重受伤。从选股私募的表现来看,部分偏好低估蓝筹股风格的私募机构本轮净资产退市相对较小,如高益资产、永丰投资等。还有一些选股型私募凭借出色的风险控制在本轮表现较为突出。在此前的下跌中,15.08%的私募股权基金逆势上涨,平均涨幅为8%。
  晶莹时报董事长陈洪超表示,由于他没有利用杠杆进入市场,也没有利用股指期货进行对冲,虽然近期市场有所回落,但幅度并不是很大。陈洪超说,他做好了风险防范工作。当个股价格达到一定高点时,他不会再进行追加投资。4月中下旬,持仓量没有进一步增加。当公司处于高位时,对个股的仓位进行了调整和调换。5月中旬,公司又开始减仓。在最严厉的市场调整之前,仓位一直维持在50%左右。公司也没有高成本的芯片,所以这次影响不是很大。

600169股吧——绿色消费

  广东泽泉投资董事辛宇透露:“6月初之前,我们已经进行了全仓操作,最低仓位为80%。5月底,公司主动提前清理结构性产品,管理规模由100亿缩减至70亿。6月初,我们主动将管理类产品的仓位下调至10%左右

  格尚金融认为,与私募基金相比,公募基金具有资金规模大、持仓比例高、行业分布广等特点。因此,当牛市来临时,公募基金通常能及时抓住市场机会,且整体涨幅优于私募基金。In the falling market, private fund managers can reduce their losses by reducing their positions and using stock index futures hedging, because private fund has no restrictions on investment positions and investment varieties.Due to the limited stock position of public funds, when the falling market comes, it can’t effectively control the withdrawal by reducing the positions.Moreover, the public funds are huge, and it is easy to stampede in the process of realization in the face of large redemption of customers, resulting in the further decline of the net value of products.
  The market ushered in the second dip

600169股吧——华夏领先

  In the rebound since July, many private equity funds have performed relatively well.According to the statistics of paipaipai.com, from July 6 to July 17, there were 1616 unstructured private equity securities funds in total, with an average return of 3.12%, outperforming the market index.Among them, there are 992 positive income products, accounting for 37.93%, 816 negative income products, accounting for 61.39%.In addition, from the perspective of the establishment of new products, many private equity companies have taken advantage of this rebound to get the bottom.Statistics show that nearly 35 products were raised in the first two weeks of July.
  For this round of rebound, Dai Xuefeng, chairman of Qilong fund, pointed out that the rescue measures are more to stabilize the market and prevent financial systemic risks.In the economic downturn, the stock market plays an important role in optimizing the allocation of resources and economic transformation.Of course, we can see the government’s attitude and intention through this round of government rescue.With the government’s rescue measures to promote investor confidence, the market will return to the bull market.

  Dai Xuefeng believes that after a round of baptism, the market will change from fast bull to slow bull in the next few years, and the market will be more mature and rational.In the future, we should pay less attention to the index and individual stocks, less speculation and more research, and look for high-quality technology enterprises with low value and high growth to buy and hold them for a long time.

600169股吧——凡拓

  Xin Yu, director of Guangdong Zequan Investment Co., Ltd., pointed out that the stock market itself has the rule of alternating bull and bear.After a long bull market, there must be a bear market.The most direct reason for the recent market slump is the tight liquidity at 5000 points and the rapid outflow of funds.The essential reason is that the market has accumulated a large number of profit making plates, and the intrinsic value of enterprises has been seriously overestimated.There are structural bubbles and technical adjustment requirements, and the return of price to value is an inevitable trend.去杠杆化不会改变股市规律。去杠杆化只会加速市场的衰退。在一轮下跌之后,杠杆作用将自然消除。
  对于近三个交易日的调整,大部分接受采访的私募基金经理并不感到意外。辛宇指出,市场下跌是一个风险释放的过程。通过下跌,价格回归价值,价格回归到合理的估值水平,有利于投资。然而,投资者重建信心需要很长时间。系统性风险释放时,也是市场底部确认的过程。

  戴雪峰指出,创业板个股将出现分化,那些业绩增长符合预期、在暴跌过程中被错误杀跌的高成长优质个股将迎来更多的投资机会。那些概念性、主题性炒作、没有实际业绩支撑的股票将逐渐被抛弃。最终,更多优秀的创业板公司将成长为市值较大的公司,这将给投资者带来更多的回报。

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