新闻
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170814/31087685_2.html
Server: cms-8-251
Date: 2024/06/16 22:58:06

Powered by China
China

私募对白马股和中小创兼收并蓄

2017-08-14 10:13:13   中国经济网

北京某中型私募总经理认为钢铁、化工、造纸等传统行业半年报多数超预期,成长股超预期的情况不多。不过,成长股的底部机会要靠前瞻研究去把握,等业绩出来时股价早已有所表现。

在调仓换股上,接受采访的私募人士大多表示谨慎。悟空投资董事长鲍际刚直言坚持原有的持仓结构。从半年报中观察公司收入增长、利润增长,剔除非经常性损益指标等,基本要求是公司利润增长在15%以上。

景林资产合伙人高云程则表示,还没有看到和预期出入较大的板块,如果有行业或公司明显低于预期,会重点研究,他认为解读中报最看重的指标是现金流。

也有私募在仓位布局上反其道而行之。上海某大型私募投资经理表示,会寻找中报业绩不达预期的股票。“上半年超预期的股票,大家都会买进去,下半年如果不达预期,就会套在里面。”

王晓华表示,调仓换股应该是基于下半年或明年的预期差,从被市场错杀或忽视的领域中寻找基本面向好的个股。

除了关注业绩等基本面之外,世诚投资董事总经理陈家琳表示,在中报信息解读上,股东结构也是重要的考量因素,会关注股东结构变化、机构投资者持仓情况等。

上一页2/2下一页
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170814/31087685_2.html
Server: cms-8-251
Date: 2024/06/16 22:58:06

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170814/31087685_2.html
Server: cms-8-251
Date: 2024/06/16 22:58:06

Powered by China
China

相关阅读

404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170814/31087685_2.html
Server: cms-8-251
Date: 2024/06/16 22:58:06

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170814/31087685_2.html
Server: cms-8-251
Date: 2024/06/16 22:58:06

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170814/31087685_2.html
Server: cms-8-251
Date: 2024/06/16 22:58:06

Powered by China
China
分享到:
0 0
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170814/31087685_2.html
Server: cms-8-251
Date: 2024/06/16 22:58:06

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170814/31087685_2.html
Server: cms-8-251
Date: 2024/06/16 22:58:06

Powered by China
China

美图推荐

404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170814/31087685_2.html
Server: cms-8-251
Date: 2024/06/16 22:58:06

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170814/31087685_2.html
Server: cms-8-251
Date: 2024/06/16 22:58:06

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170814/31087685_2.html
Server: cms-8-251
Date: 2024/06/16 22:58:06

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170814/31087685_2.html
Server: cms-8-251
Date: 2024/06/16 22:58:06

Powered by China
China

为您推荐

加载更多>>
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170814/31087685_2.html
Server: cms-8-251
Date: 2024/06/16 22:58:06

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170814/31087685_2.html
Server: cms-8-251
Date: 2024/06/16 22:58:06

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11038989/20170814/31087685_2.html
Server: cms-8-251
Date: 2024/06/16 22:58:06

Powered by China
China