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基金半年报抢先看 看看基金大拿都潜伏了哪些板块!

2017-08-24 07:01:39   中国经济网

23日,备受瞩目的公募基金半年报开始披露了。截至中国证券报(ID:xhszzb)记者发稿时,已有宝盈、财通、大成、方正富邦、富安达、富国、富荣、东兴证券、长城、长信等基金公司及资管机构披露了旗下基金半年报。

业绩较好的基金是从哪些板块获得超额收益呢?基金经理后市将重点布局哪些板块?且看记者一一梳理。

激辩市场风格

今年上半年A股“一九行情”分化明显,大盘蓝筹股持续发力,上证50指数屡创新高。在刚刚发布的公募基金半年报中,不少基金仍看好大盘蓝筹股。

富国沪深300增强基金在半年报中表示:  从结构看,随着中报的披露,部分前期涨幅较大的白马龙头股需关注业绩不达预期的“黑天鹅”风险。总体来看,目前仍未出现打破当前市场结构的因素,低估值的大金融板块及白马龙头有望强者恒强,继续成为抱团对象。随着并购重组审批加速,进入四季度,部分估值相对合理的中小龙头公司吸引力将变大。

东兴改革精选灵活配置基金也表示,未来一段时间本基金仍将以价值投资为导向。但也有基金持不同观点,富安达策略精选灵活配置基金表示:

上半年蓝筹和中小盘表现差异较大,预计在利率没有形成下降趋势前,存量博弈导致的市场结构性分化仍将延续。未来蓝筹中有可能出现分化,而中小盘中少部分优质公司的股价也可能有较好表现。

今年以来至8月23日收益率逾16%大成蓝筹稳健基金也直言:

优质龙头股的估值已经进入合理区间,相反很多新兴产业中的优质成长股出现超跌,这些公司仍然是经济转型升级的主力军之一,下半年会提高这类公司的仓位。值得注意的是,该基金今年上半年跑赢比较基准6.7个百分点,超额收益主要来自电子、地产行业的个股选择以及金融股的配置。

大成蓝筹稳健基金净值

富安达新兴成长灵活配置基金表示:

预计A股也将维持震荡格局,市场呈现结构性机会。当前,稳定的政策和流动性环境背景下,市场没有深度下跌的基础,蓝筹板块短期积累过多涨幅之后反而有利于资金向景气板块轮动。下半年仍有较好的结构性投资机会。

哪些板块备受关注

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