Building Positions Speed "Ice And Fire Two Days" Sub New Shares Value Growth Have Their Own Love.

Fund two quarterly report has been disclosed, the establishment of new sub equity fund during the establishment of the trend will also be exposed.

Two the quarterly report shows that the speed of establishing the new partial equity fund has been greatly divided. The positions of the newly built stocks are faster than 90%, while many of the positions with slower positions are less than 5%.

Looking ahead to the three quarter, some new funds believe that, on the one hand, in the absence of new directions for the market as a whole, the leading position of the leading market is still hard to shake; on the other hand, investment opportunities will be welcomed in the emerging industries with a reasonable entry rate and economic pformation.

According to statistics, the active equity partial new fund established in the year ended at the end of the two quarter with an average position of 36.52%, and the attitude was neutral and cautious.

But to the single fund, the radicals and conservatives hold a clear stand.

Among them, Huatai berry value of the 30 hybrid, big Moli large market elastic stocks, the theme of the fusion of Internet of things, the western stock gains stocks, the Qianhai open source cycle preferred mix and other funds have adopted a faster strategy to build positions, the stock market positions at the end of the two quarter were over 90%.

In addition, there are 19 new stock bases with more than 80% stock positions.

In contrast, many of the fund's stock positions are less than 5%.

For example, Onari Chie quantitative multi strategy mix, stable growth, flexible allocation of hybrid, Tianhong Jinming flexible configuration mixed two quarter end stock positions are only 0.15%, 1.37% and 2.29%.

In view of these funds, the current market environment is more complicated, and the future market trend is hard to judge. In the short term, prudent strategy is still needed.

Onari Chie, a fund manager of quantitative Multi Strategy, said in the two quarterly report that the market was weak and there might be some adjustment risks. Therefore, there was no rush to build positions to avoid the market decline in the middle of April to the middle of 5.

Subsequently, he seized the opportunity of the blue chip stocks to rise and fall as the representative of the banks, and made timely arrangements. But in the middle of June to the end of June, they decided to reduce their profits.

He Qifeng, a fund manager of Chinese businessmen and private enterprises, also said that considering the extreme market style and short term lack of enough safety margin varieties, it was basically in a light store waiting period for a period of time.

From the point of view of the configuration, the sub shares are the basis for growth stocks.

It is also "each has his own love".

Part

In the first half of the year's "19" market, choose to continue to follow the "beautiful 50".

For example, Yi Fang Da Keri maintains a relatively neutral position in the two quarter as a whole. Asset allocation is more inclined to financial, pharmaceutical, food and beverage safety margins; huitianfu's high-end manufacturing mainly focuses on household appliances, medicine, consumption, finance and other leading stocks.

At the same time, some funds have begun to build some successful growth varieties.

Xinhua dividend returns mixed in the two quarterly report, said it is cautious about the blue chip market preference caused by market style, especially avoiding the cyclical varieties.

The fund has appropriately allocated some targets that were previously low in market concern but with better prospects and faster growth.

Looking ahead to the three quarter, many new funds believe that, on the one hand, in the absence of new directions for the market as a whole, the leading position of the leading market is still hard to shake; on the other hand, the entry of valuation into a reasonable interval and new industries representing economic pformation will usher in investment opportunities.

Mo Haibo, a fund manager with thousands of macro strategy, believes that large financial sectors based on banks and large building blocks, including real estate, PPP, construction and infrastructure, as well as large consumer sectors represented by household appliances, liquor and medicine, will still stand out in the blue chips.

After a sharp fall in the short term,

The valuation goes to a reasonable interval with long-term allocation value.

In the future, we hope to benefit from China's economic pformation of electronic, new energy vehicles and social services and other sectors.

Nord's growth selection in the two quarterly report said that the three quarter will focus mainly on two aspects: one is high prosperity, a large increase in the first half of the year, and a long period of adjustment, such as new industries with large and rapid growth in policy support, focusing on new energy vehicles, electricity, software media, etc.; two is a stable profit growth, small macroeconomic impact, reasonable valuation and reasonable growth stocks, mainly including pharmaceutical and other sectors.

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