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Emerging growth stocks valuation pressure fund managers layout in the long term-brock lesnar

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Emerging growth stocks valuation pressure fund managers layout in the long term We want you! The first 2016 Chinese Potter Rockefeller award officially started! Fund, insurance, securities and other financial institutions ability to manage information, which is better? Please click on the vote to select the strongest organization in your mind! Original title: emerging growth stock valuation pressure fund managers will layout around 3000 points in the long run, this reporter Zhao Mingchao A stock market turmoil has lasted more than ten months, in the near perfect rangebound market, high valuation growth stocks under pressure, emerging growth style fund managers is how to transfer positions convertible? The latest disclosure of the fund three quarterly show, in emerging growth stocks are still suffering in the market, the fund manager is aimed at long-term layout, believe that big data, artificial intelligence, intelligent driving, financial technology is the future direction of development, will get good returns in the future. Cautious layout in the three quarter of this year, the market continued to be dominated by small fluctuations, and the overall performance of dull, volume performance extremely shrinking. From the industry perspective, benefit from the real estate sector building, building materials, household appliances and other good performance, the computer, media and other plates lag behind. From the layout of the fund managers, the new awkwardness is mainly distributed in the raw materials, information technology, consumer goods and services in three industries. In the new fund awkwardness in the top 50, consumer goods and services industry stocks up to 16, including the business section of the Chongqing department store, Yu Garden mall, Ginza shares and Su ningyun; raw materials in the field of 8 companies, including Tongling nonferrous, red sun, and billions, Shida Shenghua square large chemical technology; the field information of 7 companies, including the components in the field of BOE A, LAN Si technology and software in the field of soling shares, UF network etc.. In the industry view, from the fund’s new shares logic, highlighting the fund manager’s cautious mood. The raw materials in the field of billions, the main products of titanium dioxide prices continued to rise; the red sun is the main glyphosate, the recent price began to reverse, the investment value began to appear. Is rhyme express backdoor and Xinhai shares last year completed backdoor Focus Media, is that there is opportunity revaluation mechanism. From the end of the three quarter of the fund position of the industry distribution, in the ups and downs of the market, many funds are still heavily loaded with emerging industries. The new power industry the main holders of new energy, Bo Automation, information technology, high-end equipment, new materials and other industries; icbccs information industry configuration in information industry, military industry, Internet and consumer oriented industries; icbccs innovation main configuration of media, Internet, electronic components, software, new energy vehicles and other high-tech industries and sectors; wells the technology industry configuration of new energy vehicles, consumer electronics, military information technology sector based BAOYING; new value positions are focused on environmental protection, TMT, medicine, military, sports, new energy vehicles, the pan entertainment industry. Aimed at long-term preference stocks in emerging growth style fund manager seems to continue up to 10 months in the market shocks, although emerging growth stocks under pressure, but in the absence of the trend of the market situation, opportunities mainly distributed in the reform and the transformation of the growth, especially the generation of

新兴成长股估值承压 基金经理布局志在长远 We want you!2016首届中国波特菲勒奖评选正式开始!基金、保险、券商等金融机构资管能力孰优孰强?请点击【投票】,选出你心中的最强机构!   原标题:新兴成长股估值承压 基金经理布局志在长远   ⊙本报记者 赵明超   A股市场围绕3000点的震荡已经延续了十个多月,在近乎精准的区间震荡行情中,高估值的成长股承压,新兴成长风格的基金经理又是如何调仓换股的?最新披露的基金三季报显示,在新兴成长股仍处于煎熬行情中,基金经理的布局可谓志在长远,相信大数据、人工智能、智能驾驶、金融科技等是未来发展的方向,必将在未来获得丰厚回报。   谨慎布局   今年三季度,市场继续以小幅震荡为主,且整体表现平淡,成交量表现极度萎缩。从行业看,受益于房地产板块的建筑建材、家电等表现较好,计算机、传媒等板块表现落后。   从基金经理的布局情况看,新进重仓股主要分布在原材料、信息技术、消费品及服务三个行业。在基金新进前50大重仓股中,消费品及服务行业个股多达16只,包括商业板块的重庆百货、豫园商城、银座股份及苏宁云商;原材料领域的公司有8家,包括铜陵有色、红太阳、石大胜华、佰利联和方大化工等;信息技术领域的公司有7家,包括元器件领域的京东方A、蓝思科技和软件领域的索菱股份、用友网络等。   在业内人士看来,从基金新进股逻辑看,凸显基金经理的谨慎情绪。原材料领域的佰利联,主营产品钛白粉价格持续上涨;主营草甘膦的红太阳,近期价格开始反转,投资价值开始显现。被韵达快递借壳的新海股份和去年完成借壳的分众传媒,则被机构认为存在价值重估的机会。   从三季度末基金持仓的行业分布看,在跌宕的市场行情中,不少基金依然重仓新兴产业。博时产业新动力主要持有新能源、自动化、高端装备、信息化、新材料等行业;工银瑞信信息产业配置以信息产业、军工、互联网和消费行业为主;工银瑞信创新动力主要配置传媒、互联网、电子元器件、软件、新能源汽车等行业及板块;富国高新技术产业配置以新能源汽车、消费电子、军工信息化板块为主;宝盈新价值持仓则主要集中在环保、TMT、医药、军工、体育、新能源汽车、泛娱乐等行业。   志在长远   在偏好新兴成长风格个股的基金经理看来,在持续长达10个月的震荡行情中,新兴成长股虽然承压,但在缺乏趋势性行情的情况下,机会主要蕴藏在改革转型与成长中,尤其是代表未来发展趋势的智能驾驶、人工智能、金融科技等领域。   去年牛市中表现抢眼的汇添富移动互联基金,今年三季度净值下跌6.6%,但在该基金经理欧阳沁春看来,虚拟现实与智能驾驶是未来产业发展的重要方向,而未来几年云计算、大数据和人工智能依然是表现亮眼的行业,尽管短期面临比较大的调整压力,但是依然进行了前瞻性布局;布局的领域则包括智慧医疗、互联网电商与互联网金融、供应链金融等板块,并相信未来会有不错的收益。   财通可持续基金经理金梓才认为,在市场维持箱体震荡的背景下,将主要通过对行业及公司基本面的深入分析和合理的价值评估,重点选择高增长的行业,以及政府政策支持的行业,但重点还是落实到公司未来的成长性上,寻找未来仍然能够维持快速增长,估值相对合理的公司长期持有。金梓才表示,三季度市场风格偏向低估值蓝筹,因为重仓高成长性股票,导致三季度净值下跌,“但我们相信股票的收益最终还是来自业绩的成长而非简单的估值修复,因此后期还会重点寻找高成长性的公司,但也会综合考虑估值因素。”THE_END 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: