518棋牌游戏app官方版v1.0

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          2. 基金研报/ 宏观研究

            壹佰金一周权益类基金追踪

            • 2019-02-06 10:40:24

            市场表现

            BENZHOU6GEKUANJIZHISHUFENHUAJIAOSHANGZHOUGENGWEIYANZHONG,XIAOPANGUJIXUBAOCHIZHANGSHI。QIZHONGCHUANGYEBANZHIZAILUFENGMANG,DAZHANG1.49%,SHANGZHENGZONGZHIXIADIE-0.5WEILIEMOXI。28GESHENWANYIJIXINGYEZHISHUZONGTIPIANRUO,JISUANJIRURIZHONGTIAN,XIAOAOQUANCHANG,DAZHANG3.40%,XIUXIANFUWUWEIMIBUZHEN,DADIE3.31%。YOU12GEXINGYEDANGZHOUSHOUYILVCHAOYUEHUSHEN300。

            岁末年初流动性充裕、政策偏暖、预期证伪尚早,叠加数据空窗期,催生春季躁动行情提前启动;12 月2日至1月中旬的本轮反弹行情,A股主要股指普遍上涨10-15%。驱动本轮A股反弹的逻辑与动力主要包括:中央经济工作会议后政策不确定风险下降、政策面稳健略松;弱补库存在即经济阶段趋稳、工业企业利润底部有望缓升;资本市场制度改革与扩大开放下上市公司质量提升、中长线资金趋势
            518棋牌游戏app官方版v1.0加仓;中美经贸关系缓和(双方已签署第一阶段经贸协议,且美方取消中国汇率操纵国标签)等利好因素。

            以上反弹逻辑与动力逐步得到验证与确认,但已在近一个多月的中级别反弹行情中作出了较长反应;随着春节长假临近,短期资金面略紧且公募、私募股票型基金仓位已触及历史高位,且长假期间外围
            市场存在高位震荡风险,不确定性担忧下市场观望情绪升温,使得近期反弹动能或节奏趋弱,甚至短暂或存在震荡加剧压力。

            本周一级行业多数下跌,考虑相对收益,相较于沪深300,有12个行业可获得超额收益。目前我们根据行业择时策略信号推荐医药生物,电子,计算机,机械设备,电气设备,建筑装饰,商业贸易,纺
            织服装。

            权益基金推荐

            1.南方优选成长A(202023)

            NANFANGYOUXUANCHENGZHANGZUOWEIYIZHIHUNHEXINGJIJIN,CANGWEIYIZHIBAOCHIZAIJIAOGAOWEIZHI,QIYUBUFENZHUYAOWEIZHAIQUANZICHAN,ZAI18NIANXINGQINGDAFUDUXIAXINGSHI,CANGWEIJIANGDAO65%ZUOYOU,BINGJIADAYINXINGCUNKUANBIZHONGTANBOFENGXIAN。

            长期来看,本基金权益仓位并非长期稳定维持在某一水平,而是会随市场情况变化而灵活调整仓位,产品行业配置比较集中,除最重仓的消费行业外,有小幅仓位分散配置在医疗、新技术等行业,个股
            持有集中度较高,最新持仓情况前十大重仓股已经占了近76%的总市值,相比18年年末的报告前十仓位有显著提升,表明基金经理在今年抓住了消费、电子板块上半年比较好的涨势。

            2.富国天惠成长混合基金

            FUGUOTIANHUICHENGZHANGHUNHEJIJINCHENGLIYU2005NIAN11YUE。JIEZHIDAO2020NIAN1YUE7RIGAIJIJINGUIMODADAO85.4507YIYUAN,JIJINHETONGZHONGZHUMING,JIJINGUPIAOCHANZHANJIJINZICHANDEBILIWEI50%-95%,QIZHONGTOUZIYUJUYOULIANGHAOCHENGZHANGXINGQIEHELIDINGJIADESHANGSHIGONGSIGUPIAODEBILIBUDIYUJIJINGUPIAOTOUZIDE80%。JIJINJIANCHIWAJUEGUPIAODEWEILAIJIAZHI,JIJITOUZICHENGZHANGQIYE,ZHUIQIUCHAOESHOUYI。

            BENJIJINYUNZUOSHIJIANJIAOZHANG,JIHUKUAYULEAGUSHICHANGJICIZHONGDABODONGSHIKE,ZHENGTISHOUYISHUIPINGRENGHAOYUSHICHANG,ZHONGZHANGQIYEJIBIAOXIANYOUXIU,BENJIJINZUIDADETEDIANJIUSHIJIANCHIYIJIBENMIANYANJIUQUDONGTOUZIDEJICHUSHANGJINXINGSHIDUDEBODUANCAOZUO,WENZHAWENDAZHUIQIUZHANGQISHOUYI。

            518棋牌游戏app官方版v1.0JIJINZUHEPIANXIANGYUJUNHENGCELVE,JIJINJINGLIZAIYIGEZHANGZHOUQINEIQUKAOCHAWAJUEDEGEGU,ZHUZHONGZHENGCHANGGUZHANGQIDEYEJIBIAOXIAN,BUJUXIANYUDUANQIDEZHANGDIEBIAOXIAN,TIXIANLEJIJINJINGLIZHUZHONGCHENGZHANGGUDAILAIDEZHANGQIJIAZHIHUIBAODETOUZILINIAN。

            定投宝—融通深证100指数基金(161604)

            518棋牌游戏app官方版v1.0RONGTONGSHENZHENG100ZHISHUASHIYOURONGTONGJIJINTUICHUDEZHISHUJIJIN,CHENGLIYU2003NIAN9YUE30RI,MUQIANZUIXINGUIMOSHI50.82YIYUAN,JINNIANYILAISHOUYI45.45%,RONGTONGSHENZHENG100ZHISHUJIJINYUNYONGZHISHUHUATOUZIFANGSHI,TONGGUOKONGZHIGUPIAOTOUZIZUHEYUSHENZHENG100ZHISHUDEGENZONGWUCHA,LIQIUSHIXIANDUISHENZHENG100ZHISHUDEYOUXIAOGENZONG,MOUQIUFENXIANGZHONGGUOJINGJIDECHIXU、WENDINGZENGZHANGHEZHONGGUOZHENGQUANSHICHANGDEFAZHAN,SHIXIANJIJINZICHANDEZHANGQIZENGZHANG,WEITOUZIZHEDAILAIWENDINGHUIBAO。

            SHENZHENG100ZHISHUDEYIDATESESHIJUNHENG。MUQIAN,SHENZHENG100GONG100ZHICHENGFENGU,QIZHONG37ZHILAIZIZHUBAN,44ZHILAIZIZHONGXIAOBAN,HAIYAO19ZHILAIZICHUANGYEBAN。BUJINYOUSHENSHIZHUBANZHONGDELANCHOUGU,HAIYOULAIZIZHONGXIAOBANHECHUANGYEBANDEYOUZHICHENGZHANGGU。DUIBIQITAZHUYAOKUASHICHANGZHISHU,SHENZHENG100CHENGFENGUZAISANDABANKUAIDEFENBUFEICHANGJUNHENG。WULUNSHICHANGFENGGESHIPIANLANCHOUHAISHIPIANCHENGZHANG,SHENZHENG100ZHISHUDOUBUHUIDIAODUI,SHIZHANGQIZICHANPEIZHIBUCUODEXUANZE。

            * * ZHISHUJIJINDAPEIDINGTOUZHANGQICHIYOU,XIAOGUOJIAOHAO。

            SHIJIANJIEZHI:2020NIAN01YUE21

            BENWENSHUJULAIYUAN: choice

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