The Valuation Bubble Is Fading &Nbsp; The Fund Gets Together With Taobao.

2011/8/2 9:55:00 49

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At the end of last year, the gem adjustment made the gem index from the lowest point of 1239.6 to 783.86 points in late June this year. During that time, the attitude of the fund and other institutions also changed significantly, from the fear of escape from the gem to the bubble, and then back to the gem Taobao.

The latest disclosure of semi annual report of listed companies shows that

Gem

When the stock enters a reasonable valuation range, a large number of funds go back to pick up the leak, choose new or increase gem stock.

Sifang Tatsu announced semi annual report yesterday. Among the top ten tradable shareholders, the top nine tradable shareholders were all institutions, including 7 funds, 3 new funds and 3 fund holdings.

The top three tradable shareholders of Sifang amounted to the selection of rich countries, the strong region of Pengshui, the Penghua China 50 and Penghua consumption, respectively, holding 2 million 444 thousand and 400 shares, 1 million 676 thousand and 900 shares and 1 million 168 thousand and 900 shares, all of them had a large proportion of holdings in the two quarter, and there were 1 million 583 thousand and 900 shares, 479 thousand shares and 1 million 168 thousand and 900 shares.

In addition, Penghua Putian income, Penghua industry growth, southern high growth 3 funds for the two quarter of the new.

It is worth mentioning that Penghua Fund is very fond of the listed company, and its 4 funds have increased their holdings in the two quarter or entered the Sifang side, holding 27.88% of their total shares.

Yesterday,

Turn losses into losses

And the news of new projects, the four sides reached a strong limit.

Shanghai Jia Hao also announced half a year's report yesterday. Yinhua's 3 funds have recently entered the market.

Among the top ten tradable shareholders in Shanghai, the core value of Yinhua, the quality growth of Yinhua and the rich themes of Yinhua have 4 million 366 thousand and 100, 1 million 412 thousand and 300 and 1 million 48 thousand and 300 shares respectively, representing a total proportion of 4.69%.

Earlier, in the semi annual report of Han de information, the galaxy industry preferred, huitianfu value selection, Huafu income and Xinhua preferred 4 funds entered the list of its tradable shareholders. In the semi annual report of Longyuan technology, 9 of the top ten tradable shareholders were funds, all of which were holdings or new entries; the semi annual report showed that among its top ten tradable shareholders, Changxin Zeng Li, Hua Bao Xingye Multi Strategy growth, and Jianxin 3 funds were newly promoted or increased.

Looking for the fund picture from the semi annual report of the listed companies gradually disclosed, the fund's two quarterly report has already shown the whole picture of the fund pushing the gem.

Data collected by Shanghai Juyuan Marketing Data Services Ltd show that the two quarter of the fund is the gem.

Individual stock

The position adjustment was obvious. In the 92 heavily loaded stocks, 31 were newly held, and 36 stocks were further increased on the basis of the first quarter holdings, of which 16 funds doubled.

Such as Shenzhou Tai Yue, the fund holds 19 million 305 thousand shares, and the proportion of additional positions is 259.5%. The fund has two shares of 14 million 716 thousand water sources in the two quarter, and the proportion of holdings is 407.5%.