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千禧彩票急速赛车:Short-term adjustment provides buying opportunity Fund see more than three sections

时间:2018/6/10 23:35:58  作者:  来源:  浏览:0  评论:0
内容摘要: In the month of June, the A-share market continued to oscillate under the influence of factors such as end-of-season fund assessment and in...

In the month of June, the A-share market continued to oscillate under the influence of factors such as end-of-season fund assessment and interim performance forecast. A number of fund managers believe that in the context of the current stock fund game, the market is characterized by “sawboard” and it is expected that the market will continue to be dominated by shocks in June. However, the short-term over-adjustment will lead to the allocation of quality stocks, and the focus will be on the sectors with good fundamentals and adequate adjustments.

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Quality stocks usher in configuration opportunities

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Under the influence of external multiple disturbance factors, the recent A-share trend has continued to weaken. However, in a number of institutions, the recent market adjustment means that the risk is clearing ahead of time. Instead, it is excavating high-quality targets. Combined with the current low overall valuation, the future of the A-share market is greater than the risk.

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In , China Shipping Fund it seems that after a period of adjustment, the value of some traditional industry value stocks once again returned to a historical low, with sufficient margins of safety, and emerging industries have the characteristics of being encouraged by policies and having a large space for development, so A shares The market is in a relatively cost-effective range. In the medium term, looking for a booming industry from the top down and focusing on corporate earnings from the bottom up will become the main investment line.

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Suzaku’s investment advice is not to be tangled in growth and value styles at the moment. Semi-annual report on the follow-up attention will gradually increase from the most recent response to the company's share price performance point of view, the market is increasingly concerned about the stability and predictability of performance.

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Medicines, Food and Beverages Technology stocks are concerned

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Looking at the direction of investment in the future, pharmaceutical, food and beverage and technology stocks have received widespread attention from public funds.

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The HSBC Shining Fund stated that after a wave of adjustments, investment opportunities in some sectors gradually emerged, including the GEM and pharmaceutical companies with strong upward momentum this year. The HSBC Jintrust Fund believes that the revision of the Medicare Catalogue has enabled the entire pharmaceutical industry to enter a very healthy development environment. Companies have begun to compete for future R\u0026D capabilities. Even though the short-term stock price may have returned due to overestimation, the long-term investment opportunities in the pharmaceutical industry are gradually.

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“We believe that the pharmaceutical industry will have a lot of investment opportunities for a long time to come. However, investors should also be reminded of two things: First, matching prices and values, a good company may not be able to bring excess returns; The second is the selection of stocks, only the fundamentals of outstanding stocks is the only choice.” Changan Fund Shen Yan analysis.

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Since May, despite the overall weakness of the A-share market, the food and beverage sector has stood out. Oriental Wealth Choice data shows that in the past month, the average increase of the constituents of the food and beverage sector reached 12.37%, which is the highest among the 28 first-tier industries.

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A fund manager in Shanghai believes that the future market trend or continue to fluctuate repeatedly, the defense properties of the food and beverage industry will be further highlighted. After undergoing the previous phase adjustment, the food and beverage industry's performance in 2018 is still relatively high. With a more reasonable valuation, the sector's future trend may be stronger than the broader market.

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At the same time, the formal opening of the CDR filing channel also stimulated the market's enthusiasm for investment in high-quality technology leaders. Shen Wan Lingxin Fund stated that due to relevant policy support, there may be more high-quality technology companies listed in the future. Judging from the development cycle of the science and technology industry, a new round of scientific and technological revolution is approaching, and the increase in policy dividends will bring trillions of direct output and market value growth, and there is huge room for growth in the A-share technology sector.


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