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基金青睐优质成长股价值蓝筹股

2017-08-28 07:37:02   中国经济网

近期基金半年报密集发布,截至8月27日午间已有长盛、长信、财通、方正富邦、德邦等至少48家基金公司的2432只基金产品持仓情况以及下半年投资逻辑相继曝光。今年上半年A股市场在“漂亮50”和“夺命3000”的分化行情中挣扎,并逐渐形成以行业龙头、消费白马股领涨的结构性行情。

从公募基金持仓情况来看,保险、银行等金融行业受到基金产品偏爱,今年上半年共有650只公募基金持有中国平安,累计持股总量为6.88亿股,占流通股比例6.35%,成为今年上半年最受欢迎的个股,209只基金持有中国太保,持股总量为2.6亿股。此外,招商银行、工商银行、兴业银行、农业银行和民生银行纷纷跻身上半年基金重仓个股前二十名。

其中绩优股基对金融股较为青睐,半年报数据显示,在上半年获得11.55%收益率的嘉实沪深300ETF重仓持有中国平安1824万股,为第一大重仓股,此外,招商、兴业、民生、交通银行均出现在基金重仓股名单前十名中,持有份额分别为1737万股、2099万股、3981万股、4627万股。此外,华安策略优选混合基金也在今年上半年重仓宁波银行、招商银行、中国平安等金融个股,富兰克林国海弹性市值混合基金重仓持有兴业银行、招商银行、光大银行、中国平安、中国人寿等金融个股。同花顺iFinD数据显示,今年上半年,上述基金收益率分别为27.67%、16.83%。

展望后市,部分基金经理认为下半年股市将持续大幅震荡,优质成长股、价值蓝筹股仍是配置重点。富国沪深300增强基金基金经理方旻在半年报中表示,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股有望强者恒强,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。

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