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十月,哪些基抗住了市場的重錘?

所屬欄目: 要聞資訊    發布時間: 2018-11-04   文章來源:


1

十月,算到上周五11月2日,短短20個交易日,對投資者來說是一個非常難過的交易時段,前半個月,市場從節前的2821點,一路下跌,十天時間跌去近400點,最低去到了2449點。如果看到2500點失守而割肉的話,那么,下半場的大漲絕對令人肝腸寸斷。

一個如此暴虐而又反復無常的市場,交易的難度確實非常大。我們可以看一下,哪些場內基金在這樣的市場中,抗住了市場暴跌的打擊,并在反彈中脫穎而出呢?

從全月的表現來看,抗打擊能力最強的非券商板塊莫屬。整個10月,這一板塊的場內基金,主要是分級B的漲幅大多超過了兩位數,而ETF類以及普通的指數類基金,專門跟蹤證券指數的基金,其漲幅也達到了5%以上。


從上表來看,在過去的十月份,A股市場上似乎只有券商股抗住了股市的重錘。

2

不過,由于整個行情是先跌后漲的走勢,因此,與其說是券商股抗住了股市的重錘,不如說上個月券商股與相關的基金才是反彈的急先鋒。

如果只看10月18號以來的反彈行情,那么,券商股的上漲著實令人吃驚,漲幅最大的證券B上漲幅度達到了驚人的70.9%!杠桿相對略小一點的券商B也上漲了62.8%!如果投資者能夠準確地抓住這兩只反彈先鋒的話,估計整個熊市的虧損就可以一舉抹平了。可是在那樣的下跌下,又有誰還有勇氣再去關注分級B類基金呢?畢竟在那樣的時刻,分級B下折的陰影著實令人恐懼。

十月中旬反彈以來表現最好的場內基金:


那么問題來了,漲了這么多的券商股你還敢追嗎?

至少,短期內還是算了,畢竟半個月內已經上漲了40%以上的品種,一旦高位追進,很容易成為被套族。

反而是看一下跌得最多的基金,或許比較安全。

從跌幅榜上來看,這些基金跌得相當猛烈。

我們同樣也分兩張表來看,先看這個在大盤反彈之際,逆市下跌的基金。通常逆市下跌的基金,尤其是分級B,最好不是不要碰。可以非常明確地說,所謂價值投資,所謂左側交易,都不適合分級基金,畢竟是加杠桿的,在左側不知何處是底的情況下,加杠桿的損失不是普通人可以承受的。當然,如果你是一個堅定的價值投資者,此時或許可以分批買入分級基金的母基金,等市場反彈后,再迅速分拆,享受分級B的大漲。

而從全月來看,確實不少分級B的跌幅相當大了。

目前三季度報表已經出來,對于上述下跌幅度較大的板塊中,屬于錯殺的板塊可以多加關注。比如酒類,其并非是業績大幅下滑,只不過是茅臺這樣的藍籌股,成長性不及預期而已,而茅臺這樣的股票,本來也不是以成長性取勝的。此外,目前信息安全方面、醫藥方面,是有不少利好的,所以這類基金下跌得太多的話,是可以考慮逢低撈點貨打個底倉的。

而軍工與高鐵板塊,因為業績不佳,或許仍有進一步下跌的空間。

3

說完了場內說一下場外。

來自的數據顯示,上個月,漲幅超過7%的基金總共只有14只。


除了一眾證券基金外,值得關注的是前海開源的滬港深核心資源。這家公司估計最近大家印象比較深刻,他們是屬于比較早地喊出A股見底并慣徹到行動中去的公司之一。而上投安豐回報雖然是混合型基金,目前其倉位接近8成是債券類資產。而易方達新鑫混合目前也接近一只債券基金了,9成持倉為債券。

事實上,10月份除了券商板塊外,最閃亮的要屬黃金類基金了。這類基金,不論場內場外,漲幅均在4%左右。主要是上月不但A股跌,美股也在跌,投資者避險情緒升溫,導致黃金價格出現了較為明顯的上漲行情。

平點金基已關聯訊飛快讀基金?小程序~

雙語閱讀~

In October, which bases have resisted?

the weight of the market?

??

In October, counting on November 2, last Friday, just 20 trading days, it was a very difficult trading time for investors. In the first half of the month, the market fell from the 2821 points before the holiday, all the way down, ten days. Time dropped nearly 400 points, and the lowest went to 2449 points. If you see 2500 points falling and cutting the meat, then the second half of the big increase is absolutely ridiculous.

In such a violent and capricious market, the difficulty of trading is indeed very large. We can look at which on-market funds have resisted the market slump in such a market and stand out in the rebound.

Judging from the performance of the whole month, the non-brokers sector with the strongest anti-strike capability is none other than. Throughout October, the floor funds of this sector, mainly Grade B, mostly rose more than double digits, while ETFs and ordinary index funds, which specifically tracked the securities index, also rose more than 5%. .

From the above table, in the past October, it seems that only the brokerage stocks in the A-share market have resisted the stock market's weight.

However, since the whole market is the trend of falling first and then rising, it is not so much that the brokerage stocks resisted the stock market's weight. It is better to say that the brokerage stocks and related funds were the vanguard of the rebound last month.

If you only look at the rebound since October 18, then the rise of brokerage stocks is really surprising, the biggest increase in securities B rose by an astonishing 70.9%! Broker B, which has a slightly smaller leverage, has also risen by 62.8%! If investors can accurately grasp these two rebound pioneers, it is estimated that the loss of the entire bear market can be wiped out in one fell swoop. But under such a decline, who has the courage to pay attention to the classified B-type funds? After all, at that moment, the shadow of the grading B is really frightening.

The best performing floor fund since the rebound in mid-October:

Then the question has come, have you dared to chase after so many brokerage stocks?

At least, in the short term, it is still calculated. After all, it has risen by more than 40% in half a month. Once it is pursued at a high level, it is easy to become a quilt.

Instead, look at the fund that has fallen the most, perhaps safer.

From the drop chart, these funds fell quite violently.

We also have two tables to look at, first look at this fund that fell against the market in the rebound of the broader market. Funds that usually fall against the market, especially Grade B, are best not to touch. It can be said very clearly that the so-called value investment, the so-called left-hand transaction, is not suitable for grading funds. After all, it is leveraged. In the case where the left side is not known at the bottom, the loss of leverage is not affordable to ordinary people. Of course, if you are a firm value investor, you may be able to buy the parent fund of the grading fund in batches. After the market rebounds, you can quickly split it and enjoy the grading of B.

From the perspective of the whole month, it is true that many grade B's declines are quite large.

At present, the third-quarter report has already come out. For the above-mentioned sectors with a large decline, the sector that belongs to the wrong killing can pay more attention. For example, alcohol, it is not a sharp decline in performance, it is only a blue-chip stock like Maotai, growth is less than expected, and stocks such as Maotai did not win by growth. In addition, at present, there are many positive aspects in terms of information security and medicine. Therefore, if such funds fall too much, it is possible to consider bargain hunting to make a position.

The military and high-speed rail sectors may still have further room to fall because of poor performance.

After talking about the field, say something off the court.

Data from the straight flush showed that there were only 14 funds that rose more than 7% last month.

In addition to a number of securities funds, it is worth noting the Qianhai open source Shanghai-Hong Kong deep core resources. The company estimates that people have been deeply impressed recently. They are one of the companies that rushed out early to find out that A shares bottomed out and were used to the action. Although the return of the investment in Anfeng is a hybrid fund, its current position is close to 80% is a bond asset. The E Fund Xinxin Hybrid is currently close to a bond fund, and 90% of the positions are bonds.

In fact, in addition to the brokerage sector in October, the brightest is the gold fund. Such funds, regardless of whether they are on or off the court, have risen by about 4%. Mainly last month, not only A shares fell, but also US stocks fell. Investors’ risk aversion heats up, leading to a more obvious rise in gold prices.


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現在您只需發送50元紅包,就可獲得無限次提問相關基金問題的機會(相同的問題僅限一次)。

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