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电子行业成基金上半月调研重点

2017-09-20 09:27:23   中国经济网

中报披露“窗口期”过后,包括基金在内机构调研步伐明显加快。据数据统计,9月的前半月,公募基金就调研了171家公司,为上月同期的3倍。从相关公司所在行业来看,电子行业成为了调研的重点。

公募基金调研的公司中,中小创占比逾八成。有基金经理表示,中小创此前表现整体萎靡,与上市公司质地鱼龙混杂不能完全体现新经济的成长力有关,更与估值偏高有关。但是,从过去几年的成长表现来看,一些中小创行业龙头股表现是不错的,对这些股票应该给予符合行业成长性特点的更高一些的估值,前去调研可以做到“心中有数”。

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