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股市震荡 私募基金减仓意愿略有上升

2017-11-16 06:51:12   中国经济网

见习记者 叶剑霞

进入11月份后,沪指在3400点附近震荡波动,私募机构呈现一些减仓迹象。融智中国对冲基金经理A股信心指数月度报告显示,私募机构减仓意愿有所上升,11月选择减仓或大幅减仓的私募基金经理占比上升5个百分点。

部分私募认为

估值压力有待消化

调查显示,选择减仓或大幅减仓的私募基金经理占比从12.61%上升至17.65%,上升了5个百分点。

好买基金研究中心总监曾令华表示,近期调研发现,有些私募有减仓意愿。股市行情上涨过后,部分机构认为一些股票吸引力在降低,态度比较谨慎。

“仓位高的时候达9成,现在是7成多,我们确实减仓了部分高位个股。”据深圳云能基金副总经理余英栋介绍,四季度以前消费股、周期股等板块不断创新高,机构为了锁定利润已经减仓。

“我们的仓位也降了一些。”名禹资产董事长王益聪谈道,6月份以来的上涨行情持续时间比较长,一些板块涨幅比较大,需要调整仓位来消化估值。

虽然私募机构总体减仓意愿在增强,但也有私募不倾向于大范围地进行仓位调整,前海宜涛资产总经理肖冰表示,今年二级市场属于结构性行情,分化巨大,现阶段我们认为大盘指数的风险有限,而不倾向于进行大的仓位调整。

私募看好

大消费、金融、成长股

谈到当下出现的震荡行情,曾令华表示,债市暴跌,利率上升的风险可能增加了市场的谨慎情绪。

另外,利率上升也给存量博弈的市场带来了冲击,王益聪认为,近期金融去杠杆被重新提上日程,某种程度上刺激了利率的上升。

“在市场震荡加大、结构分化剧烈的背景下,市场的资金在追捧优质龙头股,给小票造成了资金挤压。”王益聪认为市场还会维持结构性行情,龙头股上涨行情也许会有分化,但是绩差股的下跌过程会继续演化。据其表示,看好大消费板块和金融板块,估值和业绩匹配的成长股也会有不错的表现。

调仓后的布局情况如何,余英栋表示,核心还是看业绩和估值的优势,另外对高位个股也比较谨慎。具体来看,比较看好5G板块。

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