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「600400红豆股份股吧」A股连涨引发牛市猜想(2014-09-10)


600400红豆股份股吧——尹湘峰

  上证指数连续六次上涨,使得市场对多头的热情空前高涨,牛市已经悄然来临的说法开始充斥整个市场。在这种市场整体氛围向好的情况下,无论是公募基金还是阳光私募都开始大规模增仓,为牛市局面做好准备。
  公募与私募

600400红豆股份股吧

  春江水暖鸭先知。7月中旬以来,A股市场强劲的上涨势头一路延续至今。上证指数轻松突破2300点。与此同时,创业板指数也逼近历史高点。作为长期“浸泡”在这个市场的公募基金和阳光私募基金大幅增仓,呼应着日益强烈的“牛市”声音。
  据德盛基金研究中心统计,上周公募基金整体仓位再创新高。从截至9月4日的仓位测算数据来看,偏股型基金仓位明显增加,可比主动型股票型基金加权平均仓位为85.90%,较前一周上升0.96%;偏股型混合型基金加权平均仓位为80.20%,较前一周上升1.22%;配置型混合型基金加权平均仓位为68.11%,较前一周上升1.22%。

600400红豆股份股吧——山西证券大智慧官网

  计算期内,沪深300指数上涨4.97%,公募基金仓位出现明显被动变化。剔除被动仓位变动因素后,偏股型基金仓位上升2.75%,最新仓位为78.04%。其中,股票型基金和标准混合型基金的仓位分别增加2.95%和2.45%,最新仓位分别为83.51%和69.19%。

  从基金公司的角度看,大规模公募基金持仓较为明显,包括景顺长城、南方等基金公司,以及华夏、易方达等基金公司。从不同风格的产品分类来看,利润增长幅度较大的基金多为操作风格活跃灵活的成长型基金,利润下降幅度较大的基金多为偏好主题投资的基金。
  值得注意的是,随着公募基金仓位的大规模增加,公募基金仓位整体横向分布也呈现出基金重仓大幅增加的趋势。其中,仓位在85%以上的基金占比上升3.36个百分点,达到42.45%;仓位在75%-85%之间的基金占比为22.15%;仓位在60%以下的轻仓基金占比下降至17.28%。

600400红豆股份股吧——601919

  调查显示,7月份私募基金仓位增幅为14.81%,也明显高于私募基金平均仓位增幅。目前,只有7.15%的私募持仓在30%以下,超过三分之一的私募持仓在50%-80%之间,8月底超过80%的私募持仓在20%以上。调查显示,9月份私募基金对市场的整体态度依然乐观。30%的私募基金有增仓计划,平均仓位预计为69.04%,比8月份提高2.9个百分点。
  三大投资主题主导市场

  无论是公募基金还是阳光私募基金,其同步增仓似乎让A股市场的下一步走势更加乐观。The reporter of the first financial daily learned in the interview that although the market is improving, many institutions still allocate more funds on the topics of medicine, military industry and the recent hot reform of state-owned enterprises.

600400红豆股份股吧——隆基股份股票

  Data show that in the process of increasing positions of public funds last week, petroleum, petrochemical and non-ferrous metal industries ranked the top two in the active position adjustment and increase.
  This shows that the focus of public funds has begun to shift to the concept plate of state-owned enterprise reform; the relatively weak cyclical plates such as transportation, food and beverage have suffered a significant reduction, indicating that public funds have begun to enhance the flexibility of their shareholding portfolio.The overall upward momentum of the market is still strong, and it is expected that the valuation repair market of blue chips will continue in the short term.As the “Shanghai Hong Kong stock connect” is about to be realized, the central economic work conference will become the biggest attraction in the short term.In the long run, the service industry and emerging industries are in line with the direction of economic transformation in the long run, and the policies are also actively supporting them, which will maintain a high momentum for a long time.Therefore, the medium and small cap growth stocks will emerge.

  A Shanghai public fund person directly expressed his optimistic attitude towards the market, especially the military industry and the pharmaceutical sector.He thought that the future development prospect of the pharmaceutical industry had brought much imagination to the A-share related sectors.For the expectation of the rise of the military industry sector, the person emphasized that the military industry concept has performed eye-catching since this year, and the rise is not small, but many military industry companies have made great progress Concept stocks have asset injection expectations, as well as geopolitical factors will promote the military sector will be bullish.

  According to the survey, private placement fund and smart private placement fund are optimistic about the private placement industry, while private placement fund and smart private placement fund are optimistic about the private placement industry.
  It is worth noting that although the A-share market is booming today, some institutions still think that the space for A-share to rise in the short term is limited.Cathay Pacific Fund said that it is expected that the market will be difficult to maintain the heat of the previous week, and the index will continue to rise with limited space.建议关注政策预期强烈的光伏、铁路装备、环保等行业,以及与国企改革相关的话题。

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