Market Reappear Shock Trend Fund Abandon Gem

< p > the world is < a target= "_blank" href= "http://www.91se91.com/" > clothing < /a > a target= "_blank" href= "_blank".

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< p > in the context of the SFC's continued promotion, yesterday's Shanghai and Shenzhen stock markets did not give the market too much joy. On the contrary, the continued downturn of the heavyweight stocks and the relative scarcity of hot spots led to the reversion of the market.

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< p > fund two quarterly report Erie shares (600887,) become the number one minus shareholding.

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< p > as of yesterday, the quarterly reports of two of the funds that had received much attention from the market have been disclosed. The fund's two quarter earnings have surfaced, and the operation of the fund in the two quarter has also been fully exposed.

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< p > reporter read through the two quarterly reports of most funds, and found that in the adjustment of heavy positions, the fund's biggest move in the two quarter was a sharp reduction in the number of core heavyweight stocks that had changed in the fundamentals. Erie shares were the first to bear the brunt, and the biggest reduction was in the number of shares.

At the same time, the fund is on the top of the strategy of Hua Zhi film and television (300133), Changan automobile (000625), Kang Dexin (002450) and China Ping An.

However, the Yili stock still has a significant advantage to continue to occupy the throne of the first heavy stock of the fund.

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< p > as we all know, this year's long bear market has caused unprecedented difficulties to fund managers who focus on the two tier market, < a href= "http://www.91se91.com/news/index_s.asp" > investment < /a >.

For the trend of A shares in the second half of this year, the reporter noted that fund managers still have differences in anticipation of macro-economy, but continue to tap the hot industry to become a consensus, such as information technology, military industry, Internet and other industries.

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< p > < strong > reduction of gem. Blue chips are preferred. < /strong > < /p >

< p > reporter read the fund's two quarterly report and found that the most concern of the market is that the gem has been substantially reduced by the fund, which may also explain why the stock market of the gem has dropped sharply in recent years.

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< p > fund two quarterly report shows that due to weak growth in performance, many funds have substantially reduced GEM stocks, and even individual funds have cleared some GEM stocks. This shows that the fund is abandoning the high valuation risk of gem.

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< p > reporter noted that in the background of the fund's sharp reduction in GEM stocks, many funds began to build up blue chips with undervalued value.

Wei Long Yin, general manager of Lanzhou Business Department of China Aviation securities, pointed out: "in the second half of the year, except for a few new energy vehicles and apple industry chains, technology hotspots are temporarily bleak.

However, the theme of policy reform will be concentrated, such as the electricity reform that will soon break through. With the launch of Shanghai and Hong Kong links, domestic investors will learn more from the ideas and methods of international investors, and even more favor the investment opportunities of blue chips.

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< p > < strong > charging facilities concept outbreak period < /strong > < /p >

Yesterday, the general office of the State Council issued guidance on speeding up the popularization and application of new energy vehicles, speeding up the popularization and application of new energy vehicles, effectively alleviating the pressure of energy and environment, and promoting the pformation and upgrading of the automobile industry. P

Clear opinions, speed up the construction of charging facilities, formulate charging facilities development planning and technical standards, and encourage public units to speed up the construction of charging facilities in internal parking lots.

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< p > > one stone stirred up waves, charging facilities concept stocks became the most eye-catching market yesterday. < a href= "http://www.91se91.com/news/index_cj.asp" > plate > /a > average increase of over 2%; Guodian South (600268) limit, power sources (600405), FAW Fu Wei (600742) rose.

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Xue Qun, deputy general manager of Lanzhou Business Department of CITIC investment securities, said that the development of new energy vehicles as an important measure to control air pollution in China will receive strong support from the policy and have good prospects for development. The incentive policy of charging pile construction will become an important opportunity for the development of the industry. P

"We should grasp the investment opportunities of charging facilities from two main lines: first, the State Grid Enterprises with technical superiority and operational experience will have obvious advantages, followed by high quality, high voltage fast charging and low voltage electricity storage technology reserve enterprises," Xu Jie (000400), Guodian NR (600406), otsoon (002227), Zhong Heng Electric (002364), power sources and other stocks can focus on.

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