Small record opener Ying fund reserves report to transfer ammunition-borderland

Small record opener Ying fund reserves report to transfer ammunition Sina Level2:A shares of sina finance client speed Kanpan: the most profitable investors are the key for Zhou Jingyu drawing of the current market is the exchange rate of rmb. Yesterday, the RMB exchange rate strengthened against the U.S. dollar, the RMB has stabilized in the short term, which will stabilize the expectations of investors. In the context of growth in 2016, many growth stocks have entered the investment value range. The Securities Times reporter Du Zhixin during the Spring Festival, the overseas market jittery, investors on the A shares in the new year’s first trading day did not expect too much. Yesterday, in the small and medium plate and gem index opened about 3% of the case, the city turned red, ushered in the monkey year. In this regard, told reporters in Shenzhen several fund managers believe that the stock market A in January has been fully adjusted, the future market will bottom again, making structural investment opportunities. A small market strong yesterday, the new year’s first trading day, the main index opened sharply lower, and in the subsequent trading time, small board index and the gem index are strong meteoric rise, the market closed yesterday, small board index rose 0.03%, the gem index rose 0.95%. The pessimism of the market has been accumulating for a long time. In January this year, A shares fell much more than expected by many investors. The Shanghai Composite Index fell 22.65%, the second largest drop in the last 20 years after October 2008. For the expected performance of yesterday’s market, Shenzhen fund company investment director, fund manager believes that during the Spring Festival, Europe and the United States, Japan and South Korea and other overseas markets fell sharply, affecting domestic investors more pessimistic about the A share market. But the actual situation, yesterday’s A share market tenacious beyond expectations, which also proved from the side of the market is not as pessimistic as everyone expected. Guangzhou, a fund manager said that the key to the current market is the RMB exchange rate, yesterday’s RMB exchange rate against the U.S. dollar, can indicate that the RMB stabilized in the short term, which will stabilize the expectations of investors. From the valuation point of view, there are fund managers believe that now some growth stocks valuation has reached 30, 40 times interval, in 2016 growth in the context of the determination, many growth stocks have entered the investment value range. The fund reduced its position to get a favorable turn, but from the positions of fund and private placement, in the panic of falling in January, many public offering and private placement funds reduced their positions. It is understood that a large fund company in Shenzhen currently part of the fund stock positions have been reduced to 70% and 80%, while in the end of last year, these funds stock positions are still around 90%. In addition, Southern China fund company’s fund positions also declined significantly, part of the flexible configuration fund positions have been reduced to about 3. And for the capital preservation fund, in January just down, many of the capital preservation fund has chosen to empty the stock, now the stock position is zero. In addition, statistics show that currently a considerable part of the private equity fund stock positions in 10%, about 20%, of which there are some private equity fund positions of choice

中小创迎开门红 基金储备弹药静待转机 新浪财经Level2:A股极速看盘 新浪财经客户端:最赚钱的投资者都在用 周靖宇 制图   目前影响市场的关键是人民币汇率。昨日人民币汇率对美元走强,人民币短期企稳,由此也就稳定住了投资者的预期。 在2016年增长确定的背景下,不少成长股已经进入投资价值区间。   证券时报记者 杜志鑫   春节期间,海外市场风声鹤唳,投资者对A股在新年首个交易日的表现并没有抱太多期望。昨日,在中小板和创业板指数低开约3%的情况下,尾市翻红,迎来猴年开门红。对此,接受记者采访的深圳几位基金经理认为,A股市场在1月份的调整已较为充分,未来市场将反复筑底,酝酿结构性投资机会。   中小创逆市走强   昨日,新年首个交易日,主要指数大幅低开,而在随后的交易时间里,中小板指数和创业板指数均强势翻红,昨日收市,中小板指数上涨0.03%,创业板指数上涨0.95%。   市场的悲观积聚已久。今年1月,A股跌幅之大超出了很多投资者的预期。上证指数下跌22.65%,为仅次于2008年10月的近20年来第二大跌幅。   对于昨天市场的超预期表现,深圳一家基金公司投资总监、基金经理认为,春节期间,欧美、日韩等海外市场出现大跌,影响到国内的投资者对A股市场更加悲观。但实际情况来看,昨天A股市场的顽强超乎预期,这也从侧面证明了市场并没有大家预期的那么悲观。   广州一位基金经理表示,现在影响市场的关键是人民币汇率,昨日人民币汇率对美元走强,可以说明人民币短期企稳,由此也就稳定住了投资者的预期。   从估值角度来说,也有基金经理认为,现在一些成长股估值已到了30、40倍区间,在2016年增长确定的背景下,不少成长股已经进入投资价值区间。   基金降低仓位迎转机   不过从基金和私募的仓位来看,在1月份下跌的恐慌之中,不少公募和私募基金都降低了仓位。   据了解,深圳一家中大型基金公司目前部分基金股票仓位已经降低到了70%、80%,而在去年年底,这些基金的股票仓位还在90%左右。   另外,华南一家基金公司旗下基金的仓位也显著下降,部分灵活配置型基金的仓位已降低至3成左右。而对于保本类的基金来说,在1月份刚刚下跌时,很多保本基金都已经选择清空了股票,现在股票仓位为零。   此外,统计数据显示,目前相当部分的私募基金股票仓位都在10%、20%左右,其中还有部分私募基金选择空仓等待时机。   业内人士认为,从基金仓位来说,国内基金业一直有着88%的魔咒,即当偏股基金平均仓位达到88%时往往会出现市场调整。去年基金四季报显示,股票基金平均仓位接近90%。之前一段时间,基金等机构对市场相当悲观,很多股票基金仓位都显著下降,但这也意味着未来基金有充足的子弹来加仓买股票。在存量资金博弈的背景下,这对市场也意味着投资机会。   还有基金经理表示,一旦市场企稳,在资产荒的大背景之下,未来入市的资金会非常充足,除了普通投资者的资金,还有银行资金池以及保险资金,这些资金都有资产配置的需要。 进入【新浪财经股吧】讨论相关的主题文章: