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六岁失身苞米地
2017-02-10
英伟达财报还不错也跌?
$英伟达(NVDA)$ 老子在你的车上呆了两三个月了,香橼做空都没卖你,我擦。。。。。。。从此以后变路人吗?
英伟达财报还不错也跌?
六岁失身苞米地
2022-02-18
$美国雅宝公司(ALB)$
看雅宝的市值。我感觉癌股的赣锋锂业和天齐锂业真的高估了
六岁失身苞米地
03-05
$美国雅保(ALB)$
我尼玛!
六岁失身苞米地
2017-02-07
为毛英伟达从概念兴起涨不过amd呢?
$Advanced Micro Devices Inc.(AMD)$ 不太懂,还是亏损的 #英伟达与AMD#
为毛英伟达从概念兴起涨不过amd呢?
六岁失身苞米地
2021-01-22
$fuboTV Inc.(FUBO)$
$C3.ai, Inc.(AI)$
你俩是我持仓中的两大狗屎....亏损的点数和金额都相似[流泪] [流泪] [流泪] [流泪]
六岁失身苞米地
2018-03-07
老虎有禁言功能吗?
$道琼斯(.DJI)$$纳斯达克(.IXIC)$ $标普500(.INX)$ $英伟达(NVDA)$ $Netflix, Inc.(NFLX)$这几个板块经常有精神分裂症出没。
老虎有禁言功能吗?
六岁失身苞米地
2018-08-10
$特斯拉(TSLA)$长期大空头至今还没成功过吧。。。
六岁失身苞米地
2021-08-12
$维珍银河(SPCE)$
公司的飞船被广西周某人偷走了?
六岁失身苞米地
2022-02-11
$Affirm Holdings, Inc.(AFRM)$
卧槽这个股交易界面好闪。闪瞎狗眼了。
六岁失身苞米地
2022-01-27
$纳斯达克(.IXIC)$
反弹失败。鲍老头是铁了心不救市了!
六岁失身苞米地
2017-02-27
止损止在100,反思自己,先空仓了。
$英伟达(NVDA)$ 自从持有这股几个月,两次盈利,三次亏损,终于在第三次亏损的时候忍不住煎熬下车,两次盈利都没有下车,包括那个什么水果做空。其实这次亏损下车有点冤,源自内心的恐慌。以后买股票不能像逛淘宝一样买买买了。。。。。。。。趋势向上也做成亏损了。。。上辈子可能日了神仙。。。。
止损止在100,反思自己,先空仓了。
六岁失身苞米地
2021-01-29
$fuboTV Inc.(FUBO)$
$特斯拉(TSLA)$
$AMC院线(AMC)$
【娱乐时间】我猜虎妞是个180斤大胖子[害羞] [害羞] [害羞]
六岁失身苞米地
2017-02-23
自从财报出来。。。恶心死我了
$英伟达(NVDA)$ 涨不过隔壁农企,还有大批看空的,,,,,你特么。。。。。
自从财报出来。。。恶心死我了
六岁失身苞米地
2021-03-04
熊市之中没啥提振作用……
比亚迪1-2月新能源汽车销量同比增长207.30%
六岁失身苞米地
2018-08-08
$特斯拉(TSLA)$买的正股可以洗洗睡了吗
六岁失身苞米地
2018-01-10
你再涨试试。。。。。
$波音(BA)$我靠
你再涨试试。。。。。
六岁失身苞米地
2017-01-20
做空。。
$英伟达(NVDA)$大家都上车。。。
做空。。
六岁失身苞米地
2021-04-30
高管承担了反垄断罚款是吧?
传阿里冻结今年高管加薪,给普通员工更大涨薪幅度
六岁失身苞米地
2021-02-08
$特斯拉(TSLA)$
我怀疑马斯克就是中本聪,要么就是他亲戚🤨[无语]
六岁失身苞米地
2017-02-24
感谢你让我怀疑人生。。。
$英伟达(NVDA)$ 蛋很痛。。。。
感谢你让我怀疑人生。。。
去老虎APP查看更多动态
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09:48","market":"sh","language":"zh","title":"信号!中盘股成\"最强风口\",基金调研动向曝光!","url":"https://stock-news.laohu8.com/highlight/detail?id=2116324519","media":"券商中国","summary":"明星基金经理频频亲自出马,这类股票或成赚钱核心。 沉寂已久的中盘股或正成为基金经理调研、调仓的首选。 券商中国记者统计发现,近期基金经理的上市公司实地调研,主要覆盖的品种聚焦在500亿市值以下的中盘股。 中盘股的表现近期显然提振了一些基金的净值抗跌能力,与重仓“核心资产”的基金净值最近一周普遍跌幅10%甚至15%相比,部分曾明确表明回避大蓝筹、看好中盘股的基金经理,所管基金净值在最近一周的跌幅仅约1%。","content":"<p>沉寂已久的中盘股或正成为基金经理调研、调仓的首选。</p>\n<p>券商中国记者统计发现,近期基金经理的上市公司实地调研,主要覆盖的品种聚焦在500亿市值以下的中盘股。根据上市公司披露的信息,多位管理资金规模数百亿的明星基金经理,亲自出马参与调研,其中包括一些正处建仓期内的次新基金,被调公司大多是在细分行业具有优势地位的中盘股。</p>\n<p>中盘股的表现近期显然提振了一些基金的净值抗跌能力,与重仓“核心资产”的基金净值最近一周普遍跌幅10%甚至15%相比,部分曾明确表明回避大蓝筹、看好中盘股的基金经理,所管基金净值在最近一周的跌幅仅约1%。</p>\n<p><b>中盘股吸引明星基金经理亲自调研</b></p>\n<p>被基金经理遗忘在角落的中盘股,现在又香了起来。</p>\n<p>A股上市公司<a href=\"https://laohu8.com/S/688088\">虹软科技</a>披露的信息显示,中欧基金公司旗下中欧创新未来基金经理邵洁在近期实地调研了这家上市公司。虹软科技是全球最大的智能手机视觉人工智能算法供应商,当前市值约为230亿,是一只典型的中盘股。</p>\n<p>调研虹软科技的公募基金还包括了景顺长城基金、交银施罗德基金、兴业基金、博道基金、诺德基金等,但参与调研的机构投资者中,大多以研究员作为代表,而最引人注意的是来自中欧基金公司的邵洁,邵洁不仅是其中唯一一位基金经理,而且她管理的资金规模高达上百亿。</p>\n<p>券商中国记者注意到,邵洁担任基金经理的中欧创新未来基金,是一只成立不久的次新基金,这只次新基金的成立规模高达110亿,邵洁调研虹软科技之际,这只百亿规模的次新基金还正处建仓期内。</p>\n<p>市场人士猜测,按照许多基金经理先试探性买入,后实地调研、再重仓买入的操作顺序,邵洁调研虹软科技之际,她管理的基金很可能已经先开始建仓虹软科技,基金经理亲自调研意味着对相关股票的兴趣颇浓。</p>\n<p>“有一些股票可能只需要派研究员去看一下,但非常重要的股票还是要亲自去。”华南地区的一位公募基金经理曾向券商中国记者介绍基金调研活动时认为,基金经理亲自参与调研大概率代表了对相关股票的重视程度。</p>\n<p><b>次新基金建仓期内调研说明什么?</b></p>\n<p>被认为是网红基金公司的睿远基金,也同样在近期对中盘股情有独钟。</p>\n<p>市值200亿的<a href=\"https://laohu8.com/S/002010\">传化智联</a>3月2日披露的信息显示,睿远基金研究方面的“大牌”唐倩实地调研了这家上市公司。唐倩曾在交银施罗德基金公司担任首席基金经理,管理交银稳健配置基金,当时还担任权益部副总经理。</p>\n<p>此外,<a href=\"https://laohu8.com/S/002036\">联创电子</a>近期披露的信息也显示,包括南方基金、中欧基金、嘉实基金、平安基金、宝盈基金、广发基金等都参与了对联创电子的调研。联创电子是一家涉足车载镜头的光学业务公司,截至目前这家公司的市值也仅约120亿。</p>\n<p><a href=\"https://laohu8.com/S/002402\">和而泰</a>、<a href=\"https://laohu8.com/S/002583\">海能达</a>、<a href=\"https://laohu8.com/S/300036\">超图软件</a>、<a href=\"https://laohu8.com/S/002153\">石基信息</a>等中盘龙头,也在近期频频吸引机构调研,显示出当前A股市场的投资核心,已经转向细分领域的小龙头股。</p>\n<p>比如,在今年2月底A股市场“核心资产”大幅下跌之际,参与石基信息调研的基金公司,包括中银基金、银河基金、博时基金、兴全基金、中海基金、朱雀基金、金鹰基金、长城基金、创金合信、永赢基金等数十家。</p>\n<p>值得一提的是,石基信息的机构调研活动,还吸引了中银基金公司明星基金经理、权益投资部总经理李建的亲自出马。李建在中银基金公司管理多只基金产品的投资,合计管理的资产规模超过340亿。</p>\n<p>其中,李建管理的中银顺泽回报基金,在今年1月12日成立,这只新基金规模约70亿,李建调研石基信息之际,该基金成立还不足两个月,此次调研或暗含李建是为新基金的建仓进行选股。这一信息也意味着,节后成立的新基金,其中将有相当比例的仓位将指向中盘股。</p>\n<p>与正在调整当中的A股“核心资产”相比,石基信息还不到400亿市值,也是一只典型的中盘股,此类中盘股在2020年并非基金经理的抱团品种,虽然在2020年度的股价表现低迷,但也避免了今年市场的调整行情。</p>\n<p>不仅如此,石基信息这只中盘股今年以来的股价涨幅已接近12%,在节后大市值蓝筹剧烈调整的背景下,石基信息在二月份的市场中跑赢了许多“核心资产”,这或许也暗含了基金经理集体调研该公司的意图,调仓选股或正是机构调研该股的初衷。</p>\n<p><b>中盘股或成今年基金赚钱核心</b></p>\n<p>中盘股的机会似乎已成为基金公司一季度调研的关键所在。A股游戏公司<a href=\"https://laohu8.com/S/300418\">昆仑万维</a>披露的信息也显示,在2月28日博时基金、鹏华基金、嘉实基金、光大保德信基金、国联安基金等对公司进行了集体调研。</p>\n<p>市值约300亿的昆仑万维此前并非基金公司重点关注的品种,其前十大流通股股东中少有主动型的公募基金的持股,而此番基金集体调研或暗含了今年基金投资选股的微妙变化。颇有想象力的是,在多家超大型基金公司集体调研昆仑万维的次日,即3月1日,昆仑万维股价强势走高,当日收盘涨幅超过14%。</p>\n<p><a href=\"https://laohu8.com/S/601066\">中信建投</a>认为,美债快速上行进入阶段性的尾声,全球金融市场的动荡逐步趋缓,A股市场从春节后的下跌也将趋缓。各行业龙头公司由于估值过高,在本轮调整中下跌最为显著,建议投资者从中盘股票中择优进行投资。从行业层面上来看,美国众议院通过了拜登的经济刺激法案,美联储会配合经济刺激维持宽松。我们需要关注美国经济复苏的情况,预期周期板块中也将出现显著的分化。现阶段来看,铜、铝等有色金属将持续表现较好,稀土也会受益,值得投资者持续关注。</p>\n<p>中盘股的持仓显然已令许多基金经理在最近市场调整中成功避开风险。明星基金经理冯明远在去年末的报告中强调,A股市场中蓝筹大市值公司估值较高,希望在中小市值公司以及传统产业中寻找更好的投资机会,这基本上暗含了冯明远调仓买入中小盘股的思路。</p>\n<p>冯明远管理的信达澳银新能源产业基金,在最近显著受益于中盘股的强势。券商中国记者注意到,在最近一周时间内的基金净值下跌潮中,许多重仓大市值蓝筹的明星基金损失严重,多个明星基金一周时间跌去了10%,最高接近17%。而冯明远管理的信达澳银新能源产业基金,在最近一周的时间内,净值仅仅下跌了1%,上述或说明,冯明远在今年第一季度的持仓,或已体现出他此前希望中盘品种的判断。</p>\n<p>“在大市值面临拥挤交易之殇、小市值存在风险偏好之梏的背景下,中盘蓝筹股将焕发荣光。”<a href=\"https://laohu8.com/S/601211\">国泰君安</a>最近也在一份报告中强调,目前呈现的“大小再平衡”令市场担忧大小风格的系统性切换,这更多的是高估值蓝筹回调下的防守,盈利还是核心因素,因此抱团之外的蓝筹绩优公司值得关注,我们称之为“中盘蓝筹”。</p>\n<p><a href=\"https://laohu8.com/S/02611\">国泰君安</a>表示,历史经验看,中盘蓝筹往往在价值/成长风格的反复轮转与波动率显著抬升这两种环境下表现优异,本质上是纠结心态的映射,而当下的市场则出奇地应景。在大市值面临拥挤交易之殇、小市值存在风险偏好之梏的背景下,中盘蓝筹将在其盈利弹性及估值合理优势的加持下焕发荣光,2020年年报的业绩预告中所呈现的盈利增速-市值的“倒U型”关系提供了新线索。未来盈利修复和景气将向更宽的范围扩散,大市值“龙一”确定性溢价下降,关注细分小白马及行业中“龙二”、“龙三”的中盘蓝筹崛起。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>信号!中盘股成\"最强风口\",基金调研动向曝光!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n信号!中盘股成\"最强风口\",基金调研动向曝光!\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-03-03 09:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>沉寂已久的中盘股或正成为基金经理调研、调仓的首选。</p>\n<p>券商中国记者统计发现,近期基金经理的上市公司实地调研,主要覆盖的品种聚焦在500亿市值以下的中盘股。根据上市公司披露的信息,多位管理资金规模数百亿的明星基金经理,亲自出马参与调研,其中包括一些正处建仓期内的次新基金,被调公司大多是在细分行业具有优势地位的中盘股。</p>\n<p>中盘股的表现近期显然提振了一些基金的净值抗跌能力,与重仓“核心资产”的基金净值最近一周普遍跌幅10%甚至15%相比,部分曾明确表明回避大蓝筹、看好中盘股的基金经理,所管基金净值在最近一周的跌幅仅约1%。</p>\n<p><b>中盘股吸引明星基金经理亲自调研</b></p>\n<p>被基金经理遗忘在角落的中盘股,现在又香了起来。</p>\n<p>A股上市公司<a href=\"https://laohu8.com/S/688088\">虹软科技</a>披露的信息显示,中欧基金公司旗下中欧创新未来基金经理邵洁在近期实地调研了这家上市公司。虹软科技是全球最大的智能手机视觉人工智能算法供应商,当前市值约为230亿,是一只典型的中盘股。</p>\n<p>调研虹软科技的公募基金还包括了景顺长城基金、交银施罗德基金、兴业基金、博道基金、诺德基金等,但参与调研的机构投资者中,大多以研究员作为代表,而最引人注意的是来自中欧基金公司的邵洁,邵洁不仅是其中唯一一位基金经理,而且她管理的资金规模高达上百亿。</p>\n<p>券商中国记者注意到,邵洁担任基金经理的中欧创新未来基金,是一只成立不久的次新基金,这只次新基金的成立规模高达110亿,邵洁调研虹软科技之际,这只百亿规模的次新基金还正处建仓期内。</p>\n<p>市场人士猜测,按照许多基金经理先试探性买入,后实地调研、再重仓买入的操作顺序,邵洁调研虹软科技之际,她管理的基金很可能已经先开始建仓虹软科技,基金经理亲自调研意味着对相关股票的兴趣颇浓。</p>\n<p>“有一些股票可能只需要派研究员去看一下,但非常重要的股票还是要亲自去。”华南地区的一位公募基金经理曾向券商中国记者介绍基金调研活动时认为,基金经理亲自参与调研大概率代表了对相关股票的重视程度。</p>\n<p><b>次新基金建仓期内调研说明什么?</b></p>\n<p>被认为是网红基金公司的睿远基金,也同样在近期对中盘股情有独钟。</p>\n<p>市值200亿的<a href=\"https://laohu8.com/S/002010\">传化智联</a>3月2日披露的信息显示,睿远基金研究方面的“大牌”唐倩实地调研了这家上市公司。唐倩曾在交银施罗德基金公司担任首席基金经理,管理交银稳健配置基金,当时还担任权益部副总经理。</p>\n<p>此外,<a href=\"https://laohu8.com/S/002036\">联创电子</a>近期披露的信息也显示,包括南方基金、中欧基金、嘉实基金、平安基金、宝盈基金、广发基金等都参与了对联创电子的调研。联创电子是一家涉足车载镜头的光学业务公司,截至目前这家公司的市值也仅约120亿。</p>\n<p><a href=\"https://laohu8.com/S/002402\">和而泰</a>、<a href=\"https://laohu8.com/S/002583\">海能达</a>、<a href=\"https://laohu8.com/S/300036\">超图软件</a>、<a href=\"https://laohu8.com/S/002153\">石基信息</a>等中盘龙头,也在近期频频吸引机构调研,显示出当前A股市场的投资核心,已经转向细分领域的小龙头股。</p>\n<p>比如,在今年2月底A股市场“核心资产”大幅下跌之际,参与石基信息调研的基金公司,包括中银基金、银河基金、博时基金、兴全基金、中海基金、朱雀基金、金鹰基金、长城基金、创金合信、永赢基金等数十家。</p>\n<p>值得一提的是,石基信息的机构调研活动,还吸引了中银基金公司明星基金经理、权益投资部总经理李建的亲自出马。李建在中银基金公司管理多只基金产品的投资,合计管理的资产规模超过340亿。</p>\n<p>其中,李建管理的中银顺泽回报基金,在今年1月12日成立,这只新基金规模约70亿,李建调研石基信息之际,该基金成立还不足两个月,此次调研或暗含李建是为新基金的建仓进行选股。这一信息也意味着,节后成立的新基金,其中将有相当比例的仓位将指向中盘股。</p>\n<p>与正在调整当中的A股“核心资产”相比,石基信息还不到400亿市值,也是一只典型的中盘股,此类中盘股在2020年并非基金经理的抱团品种,虽然在2020年度的股价表现低迷,但也避免了今年市场的调整行情。</p>\n<p>不仅如此,石基信息这只中盘股今年以来的股价涨幅已接近12%,在节后大市值蓝筹剧烈调整的背景下,石基信息在二月份的市场中跑赢了许多“核心资产”,这或许也暗含了基金经理集体调研该公司的意图,调仓选股或正是机构调研该股的初衷。</p>\n<p><b>中盘股或成今年基金赚钱核心</b></p>\n<p>中盘股的机会似乎已成为基金公司一季度调研的关键所在。A股游戏公司<a href=\"https://laohu8.com/S/300418\">昆仑万维</a>披露的信息也显示,在2月28日博时基金、鹏华基金、嘉实基金、光大保德信基金、国联安基金等对公司进行了集体调研。</p>\n<p>市值约300亿的昆仑万维此前并非基金公司重点关注的品种,其前十大流通股股东中少有主动型的公募基金的持股,而此番基金集体调研或暗含了今年基金投资选股的微妙变化。颇有想象力的是,在多家超大型基金公司集体调研昆仑万维的次日,即3月1日,昆仑万维股价强势走高,当日收盘涨幅超过14%。</p>\n<p><a href=\"https://laohu8.com/S/601066\">中信建投</a>认为,美债快速上行进入阶段性的尾声,全球金融市场的动荡逐步趋缓,A股市场从春节后的下跌也将趋缓。各行业龙头公司由于估值过高,在本轮调整中下跌最为显著,建议投资者从中盘股票中择优进行投资。从行业层面上来看,美国众议院通过了拜登的经济刺激法案,美联储会配合经济刺激维持宽松。我们需要关注美国经济复苏的情况,预期周期板块中也将出现显著的分化。现阶段来看,铜、铝等有色金属将持续表现较好,稀土也会受益,值得投资者持续关注。</p>\n<p>中盘股的持仓显然已令许多基金经理在最近市场调整中成功避开风险。明星基金经理冯明远在去年末的报告中强调,A股市场中蓝筹大市值公司估值较高,希望在中小市值公司以及传统产业中寻找更好的投资机会,这基本上暗含了冯明远调仓买入中小盘股的思路。</p>\n<p>冯明远管理的信达澳银新能源产业基金,在最近显著受益于中盘股的强势。券商中国记者注意到,在最近一周时间内的基金净值下跌潮中,许多重仓大市值蓝筹的明星基金损失严重,多个明星基金一周时间跌去了10%,最高接近17%。而冯明远管理的信达澳银新能源产业基金,在最近一周的时间内,净值仅仅下跌了1%,上述或说明,冯明远在今年第一季度的持仓,或已体现出他此前希望中盘品种的判断。</p>\n<p>“在大市值面临拥挤交易之殇、小市值存在风险偏好之梏的背景下,中盘蓝筹股将焕发荣光。”<a href=\"https://laohu8.com/S/601211\">国泰君安</a>最近也在一份报告中强调,目前呈现的“大小再平衡”令市场担忧大小风格的系统性切换,这更多的是高估值蓝筹回调下的防守,盈利还是核心因素,因此抱团之外的蓝筹绩优公司值得关注,我们称之为“中盘蓝筹”。</p>\n<p><a href=\"https://laohu8.com/S/02611\">国泰君安</a>表示,历史经验看,中盘蓝筹往往在价值/成长风格的反复轮转与波动率显著抬升这两种环境下表现优异,本质上是纠结心态的映射,而当下的市场则出奇地应景。在大市值面临拥挤交易之殇、小市值存在风险偏好之梏的背景下,中盘蓝筹将在其盈利弹性及估值合理优势的加持下焕发荣光,2020年年报的业绩预告中所呈现的盈利增速-市值的“倒U型”关系提供了新线索。未来盈利修复和景气将向更宽的范围扩散,大市值“龙一”确定性溢价下降,关注细分小白马及行业中“龙二”、“龙三”的中盘蓝筹崛起。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b166b5557226d0ae368fe066548f5b4","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116324519","content_text":"沉寂已久的中盘股或正成为基金经理调研、调仓的首选。\n券商中国记者统计发现,近期基金经理的上市公司实地调研,主要覆盖的品种聚焦在500亿市值以下的中盘股。根据上市公司披露的信息,多位管理资金规模数百亿的明星基金经理,亲自出马参与调研,其中包括一些正处建仓期内的次新基金,被调公司大多是在细分行业具有优势地位的中盘股。\n中盘股的表现近期显然提振了一些基金的净值抗跌能力,与重仓“核心资产”的基金净值最近一周普遍跌幅10%甚至15%相比,部分曾明确表明回避大蓝筹、看好中盘股的基金经理,所管基金净值在最近一周的跌幅仅约1%。\n中盘股吸引明星基金经理亲自调研\n被基金经理遗忘在角落的中盘股,现在又香了起来。\nA股上市公司虹软科技披露的信息显示,中欧基金公司旗下中欧创新未来基金经理邵洁在近期实地调研了这家上市公司。虹软科技是全球最大的智能手机视觉人工智能算法供应商,当前市值约为230亿,是一只典型的中盘股。\n调研虹软科技的公募基金还包括了景顺长城基金、交银施罗德基金、兴业基金、博道基金、诺德基金等,但参与调研的机构投资者中,大多以研究员作为代表,而最引人注意的是来自中欧基金公司的邵洁,邵洁不仅是其中唯一一位基金经理,而且她管理的资金规模高达上百亿。\n券商中国记者注意到,邵洁担任基金经理的中欧创新未来基金,是一只成立不久的次新基金,这只次新基金的成立规模高达110亿,邵洁调研虹软科技之际,这只百亿规模的次新基金还正处建仓期内。\n市场人士猜测,按照许多基金经理先试探性买入,后实地调研、再重仓买入的操作顺序,邵洁调研虹软科技之际,她管理的基金很可能已经先开始建仓虹软科技,基金经理亲自调研意味着对相关股票的兴趣颇浓。\n“有一些股票可能只需要派研究员去看一下,但非常重要的股票还是要亲自去。”华南地区的一位公募基金经理曾向券商中国记者介绍基金调研活动时认为,基金经理亲自参与调研大概率代表了对相关股票的重视程度。\n次新基金建仓期内调研说明什么?\n被认为是网红基金公司的睿远基金,也同样在近期对中盘股情有独钟。\n市值200亿的传化智联3月2日披露的信息显示,睿远基金研究方面的“大牌”唐倩实地调研了这家上市公司。唐倩曾在交银施罗德基金公司担任首席基金经理,管理交银稳健配置基金,当时还担任权益部副总经理。\n此外,联创电子近期披露的信息也显示,包括南方基金、中欧基金、嘉实基金、平安基金、宝盈基金、广发基金等都参与了对联创电子的调研。联创电子是一家涉足车载镜头的光学业务公司,截至目前这家公司的市值也仅约120亿。\n和而泰、海能达、超图软件、石基信息等中盘龙头,也在近期频频吸引机构调研,显示出当前A股市场的投资核心,已经转向细分领域的小龙头股。\n比如,在今年2月底A股市场“核心资产”大幅下跌之际,参与石基信息调研的基金公司,包括中银基金、银河基金、博时基金、兴全基金、中海基金、朱雀基金、金鹰基金、长城基金、创金合信、永赢基金等数十家。\n值得一提的是,石基信息的机构调研活动,还吸引了中银基金公司明星基金经理、权益投资部总经理李建的亲自出马。李建在中银基金公司管理多只基金产品的投资,合计管理的资产规模超过340亿。\n其中,李建管理的中银顺泽回报基金,在今年1月12日成立,这只新基金规模约70亿,李建调研石基信息之际,该基金成立还不足两个月,此次调研或暗含李建是为新基金的建仓进行选股。这一信息也意味着,节后成立的新基金,其中将有相当比例的仓位将指向中盘股。\n与正在调整当中的A股“核心资产”相比,石基信息还不到400亿市值,也是一只典型的中盘股,此类中盘股在2020年并非基金经理的抱团品种,虽然在2020年度的股价表现低迷,但也避免了今年市场的调整行情。\n不仅如此,石基信息这只中盘股今年以来的股价涨幅已接近12%,在节后大市值蓝筹剧烈调整的背景下,石基信息在二月份的市场中跑赢了许多“核心资产”,这或许也暗含了基金经理集体调研该公司的意图,调仓选股或正是机构调研该股的初衷。\n中盘股或成今年基金赚钱核心\n中盘股的机会似乎已成为基金公司一季度调研的关键所在。A股游戏公司昆仑万维披露的信息也显示,在2月28日博时基金、鹏华基金、嘉实基金、光大保德信基金、国联安基金等对公司进行了集体调研。\n市值约300亿的昆仑万维此前并非基金公司重点关注的品种,其前十大流通股股东中少有主动型的公募基金的持股,而此番基金集体调研或暗含了今年基金投资选股的微妙变化。颇有想象力的是,在多家超大型基金公司集体调研昆仑万维的次日,即3月1日,昆仑万维股价强势走高,当日收盘涨幅超过14%。\n中信建投认为,美债快速上行进入阶段性的尾声,全球金融市场的动荡逐步趋缓,A股市场从春节后的下跌也将趋缓。各行业龙头公司由于估值过高,在本轮调整中下跌最为显著,建议投资者从中盘股票中择优进行投资。从行业层面上来看,美国众议院通过了拜登的经济刺激法案,美联储会配合经济刺激维持宽松。我们需要关注美国经济复苏的情况,预期周期板块中也将出现显著的分化。现阶段来看,铜、铝等有色金属将持续表现较好,稀土也会受益,值得投资者持续关注。\n中盘股的持仓显然已令许多基金经理在最近市场调整中成功避开风险。明星基金经理冯明远在去年末的报告中强调,A股市场中蓝筹大市值公司估值较高,希望在中小市值公司以及传统产业中寻找更好的投资机会,这基本上暗含了冯明远调仓买入中小盘股的思路。\n冯明远管理的信达澳银新能源产业基金,在最近显著受益于中盘股的强势。券商中国记者注意到,在最近一周时间内的基金净值下跌潮中,许多重仓大市值蓝筹的明星基金损失严重,多个明星基金一周时间跌去了10%,最高接近17%。而冯明远管理的信达澳银新能源产业基金,在最近一周的时间内,净值仅仅下跌了1%,上述或说明,冯明远在今年第一季度的持仓,或已体现出他此前希望中盘品种的判断。\n“在大市值面临拥挤交易之殇、小市值存在风险偏好之梏的背景下,中盘蓝筹股将焕发荣光。”国泰君安最近也在一份报告中强调,目前呈现的“大小再平衡”令市场担忧大小风格的系统性切换,这更多的是高估值蓝筹回调下的防守,盈利还是核心因素,因此抱团之外的蓝筹绩优公司值得关注,我们称之为“中盘蓝筹”。\n国泰君安表示,历史经验看,中盘蓝筹往往在价值/成长风格的反复轮转与波动率显著抬升这两种环境下表现优异,本质上是纠结心态的映射,而当下的市场则出奇地应景。在大市值面临拥挤交易之殇、小市值存在风险偏好之梏的背景下,中盘蓝筹将在其盈利弹性及估值合理优势的加持下焕发荣光,2020年年报的业绩预告中所呈现的盈利增速-市值的“倒U型”关系提供了新线索。未来盈利修复和景气将向更宽的范围扩散,大市值“龙一”确定性溢价下降,关注细分小白马及行业中“龙二”、“龙三”的中盘蓝筹崛起。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365385188,"gmtCreate":1614696819344,"gmtModify":1703480039003,"author":{"id":"3434937525145532","authorId":"3434937525145532","name":"六岁失身苞米地","avatar":"https://static.tigerbbs.com/089f169ab4f1634c3657872b1d6ecc41","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434937525145532","authorIdStr":"3434937525145532"},"themes":[],"htmlText":"<a 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126387740","content_text":"路透社4月30日援引消息人士报道称,阿里巴巴集团在2021年冻结了高管的加薪,转而给普通员工更大的加薪幅度,以留住人才。四位消息人士说,阿里巴巴的数百名高层管理人员今年无权加薪,除非他们有超常的表现。“人才是阿里巴巴集团最重要的资产。”阿里巴巴在给路透社的一份声明中说。“我们有一个健全和有竞争力的薪酬体系,反映出我们在培养下一代人才中的优先事项。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2885,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557008405269629","authorId":"3557008405269629","name":"友谅投行","avatar":"https://static.tigerbbs.com/ee45f8e6b08c07c4b25e4dcfd8131709","crmLevel":3,"crmLevelSwitch":0,"idStr":"3557008405269629","authorIdStr":"3557008405269629"},"content":"包谷,最近我是真的难受!","text":"包谷,最近我是真的难受!","html":"包谷,最近我是真的难受!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389491838,"gmtCreate":1612793744324,"gmtModify":1703765101608,"author":{"id":"3434937525145532","authorId":"3434937525145532","name":"六岁失身苞米地","avatar":"https://static.tigerbbs.com/089f169ab4f1634c3657872b1d6ecc41","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434937525145532","authorIdStr":"3434937525145532"},"themes":[],"htmlText":"<a 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