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2021-04-28

独门股报团长势喜人股市震荡回撤增大

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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5个同门兄弟扎堆一只股票：基金公司独门股曝光大有玄机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 10:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/money/fund/jjyj/2021-04-27/doc-ikmxzfmk9315830.shtml><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着基金一季报的披露完结，以及上市公司一季报披露接近尾声，基金公司珍藏的“独门股”渐渐浮出水面。譬如泓德基金管理公司重仓的豪迈科技，根据WIND统计数据，泓德基金旗下5只基金今年一季度豪掷4亿元，加仓豪迈科技1465.02万股，至一季度末，泓德基金对该股的持仓高达7517万股，持股市值高达22亿元——这是一只典型的基金“独门股”。基金公司“独门股”TOP20来源：Wind根据WIND统计数据，若以...</p>\n\n<a href=\"https://finance.sina.com.cn/money/fund/jjyj/2021-04-27/doc-ikmxzfmk9315830.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{},"source_url":"https://finance.sina.com.cn/money/fund/jjyj/2021-04-27/doc-ikmxzfmk9315830.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130247423","content_text":"随着基金一季报的披露完结，以及上市公司一季报披露接近尾声，基金公司珍藏的“独门股”渐渐浮出水面。譬如泓德基金管理公司重仓的豪迈科技，根据WIND统计数据，泓德基金旗下5只基金今年一季度豪掷4亿元，加仓豪迈科技1465.02万股，至一季度末，泓德基金对该股的持仓高达7517万股，持股市值高达22亿元——这是一只典型的基金“独门股”。基金公司“独门股”TOP20来源：Wind根据WIND统计数据，若以一家基金公司持有单一上市公司流通股占比超过8%来估算“独门股”，截至一季度末，这类个股多达45只。相较于诸多基金扎堆抱团龙头股的盛况，基金公司的“独门股”则显得没那么扎眼，但事实上，“独门股”恰恰是基金公司投研的一大精髓所在。业内人士指出，从历史上看，同一旗下多只基金一起扎堆持有单只个股的现象并不少见，而很多此类“独门股”的股价表现也是各有千秋，值得投资者关注。为何会出现基金“独门股”一季度末的45只基金公司“独门股”中，有不少是在一季度被大举加仓而成。如广发基金公司一季度旗下8只基金合计加仓43.39亿元的龙蟒佰利，就是一只不折不扣的新晋“独门股”。此外，还有多家基金公司旗下基金大举加仓“独门股”，加仓金额超过10亿元的有5只，超过5亿元的有14只。基金公司敢于大手笔增仓“独门股”的底气何在？上海某股票型基金的基金经理向记者表示，在基金公司内部，投研平台是共享的，有时候对某个行业或某只个股前瞻能力很强的基金经理将自己的研究成果共享后，对此认同的其他基金经理就会一起买入，从而成为基金公司“独门股”。“这其实是内部研究力量凝聚的一种外在表现，表面看起来是抱团，但实际上，背后是有很强的研究逻辑的。”该基金经理说，“而这种抱团，事实上也在很大程度上支撑了公司的股价，也有利于基金净值的稳定和上升。”需要指出的是，基金公司“独门股”往往导致一家基金公司持有单一个股的流通股比例较高，对于股价的影响力非常强。从历史上来看，这也是一柄双刃剑，可能造成基金加减仓时的股价冲击成本高昂，在市场出现大跌时，流动性不足往往会对基金公司造成较大的杀伤力。“独门股”是否值得跟买？多位基金经理对这种“独门股”颇为诟病，将其视为另类抱团取暖。在他们看来，虽然基金公司敢于打造“独门股”必有其独到研究的底气，但整体而言，由于持股占流通股比重过高，事实上会形成阻碍其他基金进入的壁垒——没有人，希望自己成为“抬轿子”的那个人。不过，从一季度的股价表现来看，“独门股”则是各有千秋。以广发基金公司重仓的龙蟒佰利为例，由于一季度是其重仓的时点，因此，4月份可以作为持仓收益的观察窗口。而至4月27日收盘，该股在一季度的大幅度回调后，4月份获得了19.1%的涨幅。但相较之下，泓德基金公司重仓的豪迈科技，则在一季度下跌0.67%，区间股价震荡幅度高达36%，而在4月份至27日收盘，则收获了3.9%的涨幅，这种区间剧烈的波动也为相关基金带来了不小的震荡。业内人士指出，在市场未发生极端行情的环境下，基金公司“独门股”的表现一般都还不错，但如果一旦市场出现快速下跌，“独门股”不仅不能独善其身，还有可能因为流动性的原因遭遇更大幅度的下跌，这种风险值得投资者警惕。","news_type":1},"isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}