动向曝光！朱少醒、刘彦春、谢治宇、周蔚文最新观点，A股或现买入良机，耐心等待反转

格隆汇01-22

基金四季报仍在披露中，知名基金经理最新持仓和观点曝光。此前，格隆汇已对张坤、丘栋荣、刘格菘、傅鹏博和赵枫等的季报做出分析，本文主要作为补充，分析朱少醒、刘彦春、谢治宇、周蔚文的动向和观点。展望未来，朱少醒坚信积极的因素还是终将发挥作用，将把精力集中在耐心收集具有远大前景的优秀公司，等待公司自身创造价值的实现和市场情绪在未来某个时点的周期性回归。刘彦春相信，我国当前遇到的经济困难是暂时的，整固是为了...

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Zhu Shaoxing, Liu Yanchun, Xie Zhiyu and Zhou Weiwen's latest views, A shares may buy good opportunities now, and wait patiently for reversal","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300760":0.9,"600031":0.9,"600519":0.9,"002714":0.9,"002156":0.9},"content_text":"基金四季报仍在披露中，知名基金经理最新持仓和观点曝光。此前，格隆汇已对张坤、丘栋荣、刘格菘、傅鹏博和赵枫等的季报做出分析，本文主要作为补充，分析朱少醒、刘彦春、谢治宇、周蔚文的动向和观点。展望未来，朱少醒坚信积极的因素还是终将发挥作用，将把精力集中在耐心收集具有远大前景的优秀公司，等待公司自身创造价值的实现和市场情绪在未来某个时点的周期性回归。刘彦春相信，我国当前遇到的经济困难是暂时的，整固是为了更好的发展。保持耐心，等待反转。谢治宇仅回顾了4季度行情，并未对未来做出明确的展望。周蔚文透露，自己抓住下跌几乎进行了加仓，仓位保持高水平，A股市场或将出现买入有长期价值股票的良机。朱少醒：等待周期性回归截至四季度，富国基金朱少醒在管规模283.40亿元。四季度，朱少醒大幅加仓迈瑞医疗、瑞丰新材，加仓立讯精密、贵州茅台、金域医学、春风动力，加仓宁波银行、杰瑞股份、华鲁恒升、国瓷材料。来源：Choice在此次的季报中，朱少醒表示，就当前观察到的宏观微观指标，的确多数都支撑市场参与者做出一个更比一个悲观的论断。但如果把视角放更长远些，应该坚信积极的因素还是终将发挥作用。他指出，当前A股市场的整体估值处于长周期中极有吸引力的位置，当下权益资产处在很好的风险收益区间。放在更长的时间维度，相信当下所面临的重重困难终将找到解决的出路。投资者当前选择承受市场波动对应的预期回报水平的是相当合适的。对于未来，朱少醒依然会致力于在优质股票里寻找价值。他坦诚，自己并不具备精确预测市场短期趋势的可靠能力，而是把精力集中在耐心收集具有远大前景的优秀公司，等待公司自身创造价值的实现和市场情绪在未来某个时点的周期性回归。个股选择层面，朱少醒偏好投资于具有良好“企业基因”，公司治理结构完善、管理优秀的企业。刘彦春：一季度应该会看到政策发力的效果截至2023年末，景顺长春刘彦春管理规模583.35亿元。4季度，前十大重仓股大幅增持山西汾酒、海康威视；加仓迈瑞医疗、海大集团；减持五粮液、泸州老窖、古井贡酒、药明康德和中国中免。来源：Choice对于市场的弱势行情，刘彦春认为，现阶段，我国仍处于疫后经济恢复进程中，各经济主体缓慢修复资产负债表。同时，经济结构调整叠加外部环境复杂严峻，带来阶段性资产价格下跌，债务风险暴露，经济内在收缩等压力。他对政策发力还是比较乐观，我国四季度增发了1万亿国债，转移支付给地方政府进行基建投资，形成实际投资支出预计在2024年一季度；近期央行重启抵押补充贷款用于保障房、城中村改造等三大工程建设。政策重心已经向稳增长倾斜，一季度应该会看到效果。刘彦春还指出，海外通胀水平持续回落，2024年美国有望开启降息周期，我国货币政策空间也将进一步打开，期待目前过高的实际利率水平能够尽快得到调整。展望未来，财政、准财政开始发力，监管部门呵护市场态度明确，但投资人情绪低迷，对利好因素选择无视，负面信息则无限放大，当中或存在投资机会。保持耐心，等待反转。谢治宇：仓位较为稳定截至四季度，兴证全球基金谢治宇的在管规模为394.20亿元。旗下所管产品4季度增持通富微电、新产业、澜起科技、晶晨股份，小幅减持海康威视、三安光电、快手。来源：Choice在四季报中，谢治宇仅回顾了4季度行情，并未对未来做出明确展望。他认为，经济仍然缺乏向上动能。从各产业趋势看，虽然部分景气行业总量还在上升，但产能陆续投放带来产能过剩致使竞争加剧，价格下降过快从而盈利与估值双承压。居民消费意愿不强，各消费领域客单价仍显疲软。他表示，基金仓位较为稳定，将立足长远与考虑当下结合，继续精选个股、挖掘公司长期成长价值，不断寻找具有良好投资性价比的优秀公司。周蔚文：出现买入长期价值股票的良机截至四季度，中欧基金周蔚文的在管规模为366.62亿元。四季度，周蔚文减持了春秋航空、宁德时代；增持了三一重工、立讯精密、牧原股份、温氏股份、万华化学、巨星农牧，山东黄金、徐工机械、腾讯退出前十大重仓股。来源：Choice对于未来，周蔚文相信，宏观经济持续改善的步伐不会停止，在企业家、居民预期及相关预算得到调整后，经济将可能在一段时间后企稳，已经连续调整的A股市场，或将出现买入有长期价值股票的良机。四季度，他抓住市场下跌机会逐步提升仓位，总体仓位保持在较高水平。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2405145599"}