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创业板上破1900点 成长派私募在“金九”能打翻身仗?

2017-09-07 07:22:08   中国经济网

每经记者 杨建 每经编辑 谢欣

是选择成长股还是选择价值股,一直是A股投资者长期争论不休的话题。在今年上半年,如价值派私募的代表淡水泉,在价值投资,业绩为王的主题背景下,重仓持有超12只个股,赚得盆满钵满。而对成长股投资的成长派私募则在上半年收益平平。

9月6日,创业板指在科技股的带动下,放量突破了1900点的整数关口,“金九”行情是否会推动成长派私募打个漂亮的翻身仗呢?市场对此议论纷纷。

上半年价值派悄然“赚翻”

“价值投资”、“业绩为王”贯穿了2017年上半年的A股市场,尤其是重仓银行、保险、白酒类等低市盈率板块的价值派私募赚得盆满钵满,如价值派私募的代表淡水泉,其操盘思路与国家队颇有相似之处,从上市公司中报来看,其和“国家队”一致重仓的个股超过5只,包括万华化学、歌尔股份、红太阳、天士力、正海磁材等。

据中报数据显示,淡水泉出现在12家上市公司前十大流通股名单中,如果没有卖出的话,按照9月4日收盘价计算,持股市值高达49.68亿元。从今年二季度末到9月6日,万华化学上涨33.9%,复星医药略下跌2.13%。此外淡水泉新进重仓了四只股票,其中盛和资源涨幅达96.8%,正海磁材涨幅超过63.8%,中科三环涨27.62%。

神州牧基金的辛宇此前曾全部押宝“壳资源”股,后来其投资风格出现一定变化,从今年中报来看,辛宇更多的布局在周期股和国企改革概念股上,其中在二季度新进了金牛化工和南方轴承。此外今年上半年因为“押中”了雄安新区概念股京汉股份而备受关注的成泉资本,到二季度已经退出获利了结,从其最新持仓来看,其布局次新股的动向相对明朗。

据私募排排网组合大师数据显示,过去3年一直坚守价值投资的产品占比只有10%左右,而高达75%的产品在过去三年发生过明显的风格转换。今年以来,价值投资逐渐锋芒毕露,市场的操作风格在变化,实际上成长派私募上半年并不好过,和价值派私募相比呈现两极分化。对此私募排排网研究员刘有华告诉《每日经济新闻》记者,总体看能够有效把握风格变换的私募表现更优。

赛亚资本罗伟冬则告诉《每日经济新闻》记者,就国内市场现状来看,短线交易型、资金推动型、事件推动型、概念推动型还有高频交易型占主流地位,由于价值投资普遍以成长后期和成熟期的企业为投资标的,而成长股投资是以成长初期企业为投资标的,所以从长期角度看,成长股投资的获利能力会更强一些。

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