Experts Predict That The Stock Market Will Continue To Oscillate In The End Of 2013.

< p > according to the latest disclosure of the fund at the end of the 3 quarter of 2013, < a href= "http://www.91se91.com/news/index_c.asp" > net asset value < /a > scale, it is divided into four scales.

From the results of the summary, more than 5 billion yuan of scale funds take the initiative to reduce their positions than the average of the same industry.

Among them, more than 5 billion yuan scale fund average position 79%, initiative to reduce the position 5.5 percentage points; 5 billion yuan to 2 billion yuan scale fund average position 77.4%, the initiative to reduce the position 4.5 percentage points; 2 billion yuan to 500 million yuan scale fund average position 79.1%, the initiative to reduce the warehouse 4.4 percentage points; below the scale of the scale of the scale of the fund's average position, the initiative to reduce the warehouse percentage points.

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< p > < strong > fund increasing medical consumption and defending war < /strong > < /p >

< p > yesterday, the big market finally turned red after 9 consecutive falls, and the pharmaceutical sector rose to become the leader.

Recently, reporters learned from fund companies that in the face of tight funds at the end of the year, the pharmaceutical consumption with defensive function has once again become the meat and potatoes of the organization.

Many investment company investment directors are optimistic about the performance of the pharmaceutical sector in 2014.

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< p > < strong > medicine plate leading up > /strong > /p >

< p > yesterday, the drug plate ranks first in the plates with a rise of 2.82%.

Public reports show that babies in Hunan, Guangdong, Sichuan and other places have had suspected abnormal reactions after vaccination with hepatitis B vaccine produced in Shenzhen Kangtai, and 7 deaths have occurred so far.

Coupled with recent bird flu cases, pharmaceutical stocks in the A share market have been rising for several consecutive days.

23, pharmaceutical stocks continued to rise, North China pharmaceutical, Tiantan biology, Anke biology, Qi Zheng Tibetan medicine, Zhendong pharmaceutical and other 7 stock trading.

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< p > according to the investment director of a fund company in the south, despite the recent decline in the fund's position, the hedging function of the medical consumption sector has begun to highlight in the weak market situation, and the pharmaceutical sector has been in a consolidation state since the fourth quarter. Recently, the avian flu and vaccine incidents have highlighted the risk avoidance function of the medicine sector, leading to the rise of the pharmaceutical sector.

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< p > in fact, from the end of the three quarter, medicine became the choice of fund.

There are 8 pharmaceutical stocks in the new 50 heavily loaded stocks of the fund.

From the performance of the pharmaceutical sector this year, the annual increase has reached 36.46%, only behind the media, computers and communication electronics.

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< p > with the good performance of the medical market, the performance of some medical industry topics < a href= "http://www.91se91.com/news/index_f.asp" > fund < /a > has been eye-catching.

Among them, the total income of the medical and health care industry fund was 39% in the year, ranking sixteenth in more than 500 partial stock funds, and the total return in Tianfu medicine was 35%, ranking twenty-fourth.

Yi Fang Da health care and time medical care industry returns nearly 30% during the year.

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< p > < strong > fund optimistic next year's medical performance < /strong > /p >

< p > for the next performance of the pharmaceutical sector, many fund companies' a href= "http://fz.sjfzxm.com/" > investment < /a > directors and fund managers are optimistic.

Jiao Wei, chief investment officer of Pinghua Dahua, said that for investment opportunities in 2014, he looked forward to new industries such as pharmaceuticals, environmental protection, technology and other industries which could not be driven by exogenous factors in the process of economic adjustment.

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< p > Feng Wenguang, manager of Jinying steady growth fund, believes that although there are no big systemic opportunities in the future, medicine is still an important investment theme in structural opportunities. "The main line of investment in 2014 is optimistic about agriculture, medicine, environmental protection, semiconductor and so on."

Lv Yifan, deputy general manager of China Merchants Fund, also said that "value story stocks" and "growth stocks with outstanding achievements" are still the themes of investment. "In the growth industry, we are relatively optimistic about the steady growth of the pharmaceutical industry."

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< p > in the view of Wei Mingliang, director of the fund management department of the League of nations, the growth of medicine, consumption and environmental protection in 2014 is expected to continue. "But at present, the valuation level is not low. Because the valuation level is not low, we need to attach great importance to the strategy and look for the company with a super expected performance from bottom to top."

The director of the Ministry of management of Xinhua fund fund, Cao Chao, said that some new industries and some growth stocks with no real performance support will be carefully avoided this year. Next, they will love the white horse stocks with good performance, and the allocation logic of investment will be divided into long term and short term.

In the long run, we are mainly in the manufacturing industry with relatively stable demand for consumption, medicine, services, resources and China's competitive edge.

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< p > < strong > the stock market will continue to oscillate < /strong > < /p >

< p > closing as of December 23rd, 2013 < a href= "http://pop.sjfzxm.com/popimg/fz/index.aspx" > A shares < /a > only the last 6 trading days.

For the future interpretation of the market, several funds recently released the 2014 investment strategy report that the market will probably continue to shake in the near future, and in 2014 it will still be the growth stock world.

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< p > Yang Delong believes that the end of 2013 is coming to an end. The market will continue to shake up and consolidate this week. It is difficult to get a decent rebound. The possibility of the Shanghai Composite Index's annual line getting cloudy is increasing.

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< p > Southern Fund held a strategic meeting yesterday in Shanghai. It said that growth stocks rose sharply in 2013, and the growth enterprise market showed a pattern of rising to the dogs. In 2014, the growth stock market will be divided. Some stocks benefiting from economic pformation and real growth will still have the chance of further innovation, and most of the pseudo growth stocks will have a sharp adjustment.

If there is a big adjustment in gem, we can excavate some high quality growth stocks, such as environmental protection, Internet and new energy.

On the main board, we should continue to watch the weak cyclical industries with low macroeconomic relevance, such as small and medium banks, brokerages, automobiles, household appliances, pharmaceuticals, food and beverage, brand consumption, etc., and continue to circumvent the bad cyclical industries such as steel, chemical industry, nonferrous metals, coal and shipping.

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< p style= "text-align: left >" the Great Wall fund related research and research personages also said that, taking into account the recent funding constraints, the future "a href=" http://www.91se91.com/news/index_x.asp "bond" /a "market and A share market liquidity environment is tight and loose, the short-term trend of A stocks is not optimistic, the year before and after may continue to be the main shock.

Investors can continue to focus on energy saving, environmental protection, military and information security, cultural media, automobiles, household appliances, medicine, modern agriculture, and reform of state-owned enterprises and land circulation.

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< p > Bo time fund manager Zhao Yunyang believes that the recent "money shortage" has a greater impact on the market, the next stage of the market may still shake down, the market may need to carry out structural adjustment in the greater pain.

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