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“苹果魔咒”无碍机构热情 技术升级引领长线投资

2017-09-18 10:06:42   新华网

“根据过往情况,发布会之前,市场对苹果新品手机创新、硬件配置等预期较为充分,而软件配置预期不确定,价格也相对偏高,这可能是发布会后相关概念股走低的原因。而后期随着新品销售业绩的兑现,中长期内板块个股股价逐步平稳并好转。”华商基金经理李双全表示。

苹果产业链公司亮丽的业绩也印证了这一观点。Wind资讯数据统计显示,截至9月12日,目前共有18只苹果概念股公布了2017年三季度业绩报告。其中,有14只个股业绩预增,占比达到77.78%。

在目前发布了三季度业绩预告的苹果概念股中,锦富技术三季度的业绩增幅最大。根据锦富技术9月11日晚间发布的业绩预告,公司预计今年前三季度实现净利润3000万元至3500万元,净利润预计同比增长2049.15%至2407.34%。

此外,正业科技、大族激光、金龙机电和欧菲光等4只个股今年前三季度净利润同比预增超过100%。爱施德、立讯精密、水晶光电、安洁科技等公司的业绩也同比大幅增长。

公私募围猎苹果产业链股票

苹果概念股的高歌猛进,令相关重仓基金的业绩在同类产品中脱颖而出。Wind数据将43只持有苹果产业链个股的主动管理型基金归为“苹果概念基金”,这些基金今年以来的平均收益率达26.33%,而同期上证指数涨幅为9.1%。

具体来看,年内上涨48.05%的上投摩根新兴动力A排名首位,富安达新兴成长和上投摩根行业轮动A分别以43.9%和42.64%的涨幅紧随其后。此外,共有7只基金的年内收益率超过40%。

从已披露的半年报来看,多家公私募基金在今年二季度便提早埋伏苹果产业链公司。例如板块内年内涨幅最高的科森科技,其半年报数据显示,除了上投摩根智慧互联股票基金和上投摩根新兴动力混合基金在原有持仓基础上,各增持12.27万股和2.43万股以外,国泰成长优选混合、国泰金鑫股票、鹏华价值优势混合、银华核心价值优选和工银瑞信精选平衡混合等基金均为新进的十大流通股东。

欧菲光同样获得了多家公募基金的青睐。出现在十大流通股东名单上的兴全社会责任和华夏新经济灵活配置混合,二季度均在原有持仓基础上继续大手增持,两者目前持股比例分别为1.33%、1.2%。天相投顾数据还显示,截至二季度末,重仓持有欧菲光的公募基金多达168只,相较于一季度末的106只大幅增加。

歌尔股份则是淡水泉的心头好。半年报数据显示,淡水泉旗下两只产品均进入公司前十大流通股东名单。其中,淡水泉精选1期持股4370万股,占总股本比例为1.35%。另一只产品“投资精英之淡水泉”持股2930.5万股。

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