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博时基金万琼:A股中长期投资价值值得期待

2017-09-20 15:47:29   中国经济网

近期A股市场表现依然强劲,年初到现在延续大盘龙头行情。万琼认为,行业方面,消费和周期表现仍然出色,出现两个行业轮换的势态;政策方面,政府仍将坚定的贯彻“供给侧改革”,改革或将持续利好股市;资金方面,蓝筹风格、行业龙头继续得到资金的追捧。

富时中国A指数包含大中盘股票,同时富时中国A系列也用于代表A股纳入富时全球及新兴市场指数体系,随着A股的逐步纳入,将会有更多的资金流入A股市场,提振指数表现,富时中国A指数具有投资价值。

持续看多A股市场

今年以来,蓝筹风格、行业龙头持续得到资金的追捧,煤炭、有色金属、家电、食品饮料、银行保险等行业均有亮眼表现。万琼认为,本轮行情并未结束,A股指数的调整空间或依然不大,仍然持续看多A股市场。

宏观经济方面看,国内经济发展增速依然韧性很足,经济基本面和企业盈利情况均有改善。经济结构逐步在调整,消费已经逐步取代投资成为经济增长的主要驱动力。出口转暖对中国经济边际贡献较大。宏观经济政策的协调,积极的财政政策和结构性改革措施或可以缓解金融监管对实体经济的负面冲击。金融去杠杆与金融支持实体或许能够兼顾。

政策面来看,十九大临近,市场短期或将保持较为稳健的走势,国企改革尤其是混改方案有望实现突破,大型央企和国企混改出现示范效应后,各地混改可能进一步加速跟进,尤其是上海、江浙、深圳等地。

万琼认为,短期内市场仍将缓慢震荡上行。行业方面,依然看好消费、周期、银行、保险等板块;个股方面,仍然持续看好大盘龙头股,或者低估值的次龙头。

富时中国A股指数具备投资吸引力

富时中国A股指数包含大中盘股票,该指数由全球四大指数公司之一的富时罗素指数公司推出的实时可交易指数,指数编制方法严谨透明,主要投资于中国A股的多元化市值加权指数。

具体来看,富时A股指数基本覆盖沪深300和中证500指数的成份股,即同时覆盖A股的大、中盘股票。据FTSE Russell统计,截至2017年7月末,这一指数共覆盖893只在上海及深圳两大交易所挂牌交易的股票。

从指数表现来看,对比上证综指,富时中国A股指数表现出色。Wind数据显示,截至2017年7月末,过去五年,富时中国A指数累计收益达65.9%,同期上证综指涨幅达54.7%;过去十年,富时中国A指数年度涨幅中有七年的业绩走势表现优于上证综指,年度涨幅胜率达70%。

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