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“国家队”与知名私募交叉持股12只
2017-08-23 09:21:00 中国经济网
随着中报截止披露期的临近,上市公司中报披露渐入密集期,社保基金、证金、汇金这些“国家队”的心水股也渐渐显露。格上研究中心根据数据整理发现,截至8月18日,已有865家上市公司披露了中报,有372家公司前十大流通股股东中出现“国家队”的身影,其中,有12家公司的前十大流通股东还出现了像淡水泉投资、重阳投资、星石投资等知名私募的身影。
格上研究中心发现,“国家队”与知名私募共同看好的个股以主板为主,占比近70%,另外25%属于中小企业板。其中交叉重仓个股最多的是化工行业,共同持股达到5只,其次为食品饮料行业,有2只个股属于交叉持股,另外电子、家用电器、建筑材料、医药生物、有色金属等行业均有个股被“国家队”和知名私募共同重仓。
据统计,截至8月18日,化工行业今年以来小幅下跌2.42%,而“国家队”与知名私募双方心水的化工股却全部跑赢沪深300和上证50,平均收益达40.20%,表现最好的万华化学今年以来涨幅达95.76%。
格上研究中心发现,截至8月18日,从已公布中报的公司来看,淡水泉投资与“国家队”喜好最接近,其与“国家队”共同青睐的个股达5只。其中,淡水泉投资持有时间最久的个股是歌尔股份。值得注意的是,淡水泉对歌尔股份的增减持操作时点充分体现出其逆向投资的投资理念。该团队更喜欢在被市场“忽略”和“冷落”的地方去淘金,越是不被看好的投资,淡水泉越是加强对其基本面的研究,以期先于市场发现投资机会。
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