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急速赛车168开奖网:The fund's second quarter loss of 47.6 billion yuan, the excellent fund manager cautiously optimistic in the second half

时间:2018/7/24 21:37:03  作者:  来源:  浏览:0  评论:0
内容摘要: The second quarterly report of the public fund in 2018 was released a few days ago. The total loss of 6658 funds (A/B/C shares were calcula...

The second quarterly report of the public fund in 2018 was released a few days ago. The total loss of 6658 funds (A/B/C shares were calculated separately) totaled 47.613 billion yuan. However, in the face of the extreme market situation in June, the excellent fund managers are not pessimistic. Many fund managers believe that the market in the second half of the year is not as pessimistic as the market expects, and the performance still exceeds the expected space.

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The fund's overall loss in the second quarter exceeded 47 billion yuan

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data show that the second quarter of 6658 statistics available funds (A / B / C class share calculated separately) total loss of 47.613 billion yuan in the first quarter of this year funds overall profit 69.514 billion yuan, 21.901 billion yuan fund the first half of the total profit.

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In June, the market experienced another wave of extreme market. Except for the medical theme fund and the consumer theme fund, the other types of partial stocks fund net value generally retraced, partial stock fund also became the second largest loss.

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The data shows that in the second quarter, 270 ordinary stock funds (A/B/C shares are calculated separately) total losses of 15.565 billion yuan, 2747 only hybrid funds (A/B/C shares are calculated separately) The loss was 81.844 billion yuan, and the overall loss of the partial stock fund was nearly 100 billion yuan.

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In addition, graded fund total loss of 13.012 billion yuan in the second quarter, ETF fund total loss of 27.678 billion yuan in the second quarter, partial stocks suffered the overall loss of market fluctuations in the second quarter.

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The money fund , bond fund is still the main force in the second quarter of this year. The data shows that the total profit of 763 money funds (A/B/C shares are calculated separately) in the second quarter is 89.931 billion yuan, and the total profit of 1845 bond funds (A/B/C shares are calculated separately) is 18.311 billion yuan, QDII Fund 2 quarter profit 3.556 billion yuan.

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fund non-monetary fund profits, Bank Fund net profit to 1.562 billion ranked first, followed by a net profit of more than 700 million, respectively, in order to win the Silver Wing securities and funds, Huaxia Fund loss of 11.04 billion yuan , the maximum amount of loss.

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blue-chip fund managers cautiously optimistic about the second half of

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Data show that the market is one of the ETF market leader simmering, part of the "smart money" contrarian influx ETF Fund Underlying Index with new lows, the number of funds scale record highs in the near future, many industry insiders believe The valuation of the relevant index has reached the historical low level, which is the main reason for attracting funds. If the market recovers, the index fund will become the best variety to rebound, so it is favored by investors.

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The excellent fund manager also believes that the market in the second half of the year is not as pessimistic as the market expects in the second half of the year, and the performance still exceeds the expected space.

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Hu Dongjian and You Bainian, the emerging growth and flexible allocation hybrid fund manager of Penghua Shanghai and Shenzhen Port, remain cautiously optimistic about the market. On the one hand, it is expected that in July, it will still face the panic caused by the exchange rate, and the market will maintain a strong wave of momentum. On the other hand, we believe that the listed companies are not as pessimistic as the market expects at the operating level. Therefore, with the semi-annual report released by listed companies in August, the performance still exceeds the expected space, which drives the market to stabilize.

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Invesco Liu Yanchun, the fund manager of the Great Wall, believes that there is no need for excessive macroeconomic concerns. China is currently actively de-leveraging, which is fundamentally different from crisis deleveraging. There are also enough means to cope with possible economic downturns. risk. Over-emphasis on macro-risk has little meaning for stock investment. Many listed companies with stable balance sheets and strong cash flow have reached a very low level, which may be the best investable assets with the highest return rate at this stage. The timing of investment always comes in a difficult form. At the current time, we see more opportunities.

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Harvest Value Advantage Fund Manager wrote in the second quarterly report that we are prepared for the future. We know that psychological effects have a huge impact on investors. Most of the collapses come from market fluctuations caused by investor psychology. We also don’t want to More on the macro outlook, we believe that in the long run, macro is just emotion, corporate value is created and accumulated by excellent managers, and a very low valuation level will protect our portfolio.

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Zhang Feng, manager of the mixed fund manager of the Agricultural Bank of China, believes that the probability of a significant decline in the market in the third quarter as in the second quarter is relatively small, and the market will have certain structural opportunities, among which the technology growth industry will be relatively more beneficial. . In terms of positions, we will still maintain low and medium positions in the third quarter. In terms of configuration, it will continue to be based on technology growth sectors such as pharmaceuticals, semiconductors, cloud computing, and new energy vehicles, and appropriately allocate the consumer and real estate industry chains. In terms of individual stocks, we will combine the situation of the China Daily and optimize the distribution of high-quality leading stocks in the industry.

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Shang Yi Morgan Growth Pioneer Hybrid Fund Manager Zhang Yizhen also believes that after a deeper adjustment, the current risk-return situation should not continue to be pessimistic. The growth data reflected by the macro and mesoscopic views is relatively stable, and the profitability of the profit end is better.

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No. 1 value fund manager Luo Shifeng is cautiously optimistic about the expectations of the A-share market. Affected by external factors, investors' risk appetite has dropped to the bottom. With the sharp decline in the second quarter, the overall market valuation has been adjusted to near the historical low. Looking forward to the next two quarters, the overall profitability of A-share companies is expected to maintain steady growth, and some high-value stocks will still maintain rapid growth, and the current valuation has become more attractive.


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