Pursuit of stock price elasticity fund keen on new concept theme investment-www.ggg258.com

The pursuit of price elasticity and enthusiasm for a new concept of the theme of investment fund, journalists, editors Yu Yong Zhongwen A stock market lacks the overall trend opportunities under the background of fund managers more and more attention to the theme of investment, but also the theme of investment fund managers become the important source for elastic and excess returns in the downturn in the market index. Nowadays, fund managers are pursuing the theme investment which is in the air, rather than the old theme that has been fully excavated. The fund manager is very clear, the concept of Internet banking, internet medical had previously been fully mining since the end of last year, the weak performance, fully illustrated in the concept of speculation new features of A stock market. On the one hand, the fund is heavily loaded with internet banking and internet medical stocks at a low level, on the one hand, the virtual reality, sports, represented by the new concept of the plate showing a strong. The financial sector of the Internet in the silver Jie, branch Jin Choi, UF network, Tempus International Fund Chong Canggu, become the market behind the plate, including the contact interaction, Austrian flying animation, Shun network technology, south of the Five Ridges garden in virtual reality has become the new favorite varieties of funds. Such as Penghua Fund’s largest holdings of Austrian flying animation, continuous in recent months in the virtual reality industry chain for the depth of the layout, the company’s shares soared more than 30% in the last month. Austrian flying animation announced in February 19th A round lead investor virtual reality game company time machine, Austrian flying animation had been invested in Music Technology (VR head display platform party), Connaught also Teng (inertial motion capture technology), Zeli Shi (virtual idol VR effects and sound operation), spirit dragon group (virtual reality the contents of operation), ranging from virtual reality head, input technology, content and IP of ecological industry chain. It is worth mentioning that the fund manager has clearly begun to actively layout of virtual reality, the Internet and sports a new concept of plate of listed companies from the end of last year, to get involved in the business of virtual reality from the garden of South of the Five Ridges as of January 15, 2016 disclosure of information display, Shanghai’s two fund companies actively to buy the stock, huitianfu mobile Internet Fund huitianfu social responsibility in the post core funds and collective fund buying south of the Five Ridges garden. Related to this, south of the Five Ridges garden involved in the virtual reality business is its acquisition of Shanghai Hengrun Digital Technology Co., ltd.. 2015 annual report of the disclosure of the transformation of the Internet sports daobo days before also showed that this has long been away from the company’s core fund pool of shares of listed companies, in the fourth quarter of last year to become the object of major fund companies competing configuration, including the post fund, the League of Nations fund, Wells Fargo funds have entered daobo shares before ten list of shareholders. Fund managers on the one hand remain cautious neutral in the position, and on the other hand strengthen the investment in the new concept, to some extent, hinted at the current A shares uneven characteristics of cold and hot. Shenzhen, a large fund company believes that the short-term market sentiment is picking up, but the market outlook may be confusing, in this context, funds may be more concerned about the current more active, high market focus of the subject varieties. The current institutions keen to grasp the theme of Cinda investment, a fund manager told reporters that the line of

追求股价弹性 基金热衷新概念主题投资   ⊙记者 安仲文 ○编辑 于勇   A股市场缺乏整体趋势性机会的背景下,基金经理越来越多注重主题投资,而主题投资也成为基金经理在指数低迷的市场中获取弹性和超额收益的重要来源。   时下,基金经理追捧正处于风口的主题投资,而不是被充分挖掘的老主题。基金经理非常清楚,互联网金融、互联网医疗等先前被挖掘充分的概念,去年底以来表现疲弱,充分说明A股市场在概念炒作上喜新厌旧的特点。一方面是基金重仓的互联网金融和互联网医疗股票在低位徘徊,一方面是以虚拟现实、体育等为代表的新概念板块呈现强势。互联网金融板块中的银之杰、中科金财、用友网络、腾邦国际等基金重仓股成为当前市场的落后板块,而包括联络互动、奥飞动漫、顺网科技、岭南园林等涉足虚拟现实的品种则成为资金新宠。   如鹏华基金重仓持有的奥飞动漫,近几个月内连续在虚拟现实产业链进行深度布局,公司股价在最近一个月暴涨超过30%。奥飞动漫2月19日宣布A轮领投虚拟现实游戏公司时光机,奥飞动漫此前已投资了乐相科技(VR头显平台方)、诺亦腾(惯性动捕技术)、泽立仕(虚拟偶像运营 VR特效与音效制作)、灵龙集团(虚拟现实内容运营)等,涵盖从虚拟现实头显、输入技术、内容和IP全产业链生态。   值得一提的是,基金经理显然从去年底开始已积极布局虚拟现实、互联网体育等新概念板块的上市公司,从涉足虚拟现实业务的岭南园林披露的截至2016年1月15日的信息显示,上海的两家基金公司积极买进该股,汇添富移动互联基金、汇添富社会责任基金以及中邮核心基金集体买进岭南园林。与此相关的是,岭南园林涉足的虚拟现实业务正是其收购的上海恒润数码科技有限公司。   转型互联网体育的道博股份日前披露的2015年年度报告也显示,这家曾经长期远离基金公司核心股票池的上市公司,在去年四季度开始成为各大基金公司竞相配置的对象,包括中邮基金、国联安基金、富国基金纷纷进入道博股份的前十大流通股股东名单。   基金经理一方面在仓位上保持谨慎中性,而另一方面又强化对新概念的投资,在一定程度上暗示了目前A股冷热不均的特点。深圳一家大型基金公司人士认为,短期市场情绪正在回暖,但市场前景可能还是扑朔迷离的,在这种背景下,资金可能更加关注那些当下较为活跃、市场关注度较高的主题品种。   对当前机构热衷把握主题投资,信达澳银一位基金经理接受记者采访时认为,行业尚处于导入期的,处于概念阶段,可以主题性把握;行业已度过导入阶段的,进入高速成长期,可长期战略布局,但是要关注业绩增长和估值水平。上述基金经理表示,从A股市场的历史表现来看,成长股与主题品种在通常情况下会呈现显著的联动特征,且都在市场氛围偏暖的环境下,具有较高的想象空间和股价弹性。其差异在于市场风格环境有所变化时,业绩增长和主题事件能否兑现和兑现程度。通常成长股的持续性更优,而大的主题如果具有较好的持续性,也就有了成长性。THE_END 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: