该股昨日在电竞股普涨背景下强势涨停 中南民族大学是几本

Mining structural market fund shares a strong gaming industry a high degree of attention to the reporter, editor Ann Zhongwen Longbow despite the Spring Festival two days after the broad market, but some fund managers still stressed that the year of the monkey market investment should be more desalination index, mining stocks strong structural opportunities. INVESCO the Great Wall fund manager Yang Ruiwen stressed yesterday optimistic about environmental protection industry. He said that in the context of asset allocation shortage, the capital market is still the main place for excess liquidity, the existence of structural opportunities in the monkey market. Yang Ruiwen believes that 2016 may be the annual show jumping up and down monkey City, the higher the difficulty of determining the stock, opportunities exist in the real support for the performance of high growth stocks. According to a recent notice of the environmental sector listed companies released 2015 annual results, many companies forecasted, the continuation of the three quarter high boom. In Yang Ruiwen’s view, the environmental sector are worthy of concern in three segments, the first is the atmosphere of governance, such as ultra clean emissions and new energy vehicles, ultra clean emissions is the most direct beneficiaries of air pollution control, while the number of new energy vehicles in the rapid growth, the government’s promotion of energy, will also get the favor of the capital market is second; water pollution; soil remediation is third. In Penghua Fund, Anxin fund including some fund managers, the gaming industry is likely in 2016 must pay close attention to a new industry. The completion of at least $500 million B round of financing from LETV sports day ago, valued at more than $2 billion, and the pitch of music as sports of the $400 million A round of financing is only half a year, it is reported that gaming or will become the future to mergers and acquisitions and layout of music as sports field, at the same time, the end of the acquisition of Listed Companies in Rhine sports chain gaming hall and ready to sign the A shares of the net technology announced the construction of 30 gaming hall and SMG television’s large physical gaming hall opened this year, showed that the re valuation of the gaming industry has brought opportunities and even the line of heavy assets. China’s public fund in the fourth quarter of last year to buy Rhine strong sports, the stock yesterday in the gaming Puzhang under the background of strong limit. The origin of Rhine sports and gaming company in December last year the announcement shares of Zhejiang and Avalon, Avalon company is actually a chain of real gaming hall, the integration of Jiaxing, set up in Hangzhou, Tongxiang, Suzhou and other places more than high-end stores, and will carry out the layout in the main city of the country. For the current investment, fund managers pay more attention to the mining in the new industries and new areas of card and the monopoly of resources, market awareness is still relatively shallow areas, especially the important point is that the market is still worried about the risk of stock market fell in the background, the market worried about the use of funds, funds of hindsight superficial understanding varieties complete positions. Although most of the stock continued to fall, but in gaming, Yan value services on behalf of the new consumption, intelligent manufacturing, unmanned and other varieties has strong contrarian. Obviously, some funds recognize that although there are still some uncertainties in the market, the positive factors are gradually accumulating. The NPC and CPPCC forthcoming, "13th Five-Year" planning is the focus of the market, including new consumption, intelligent manufacturing, information technology is an important development direction in the future. TH theory

基金挖掘结构性行情强势股 电竞行业关注度高   ⊙记者 安仲文 ○编辑 长弓   尽管春节后两个交易日市场普涨,但部分基金经理仍强调,猴年市场投资应更多淡化指数,在结构性机会中挖掘强势个股。   景顺长城基金经理杨锐文昨日强调看好环保产业。他表示,在资产配置荒大背景之下,资本市场依然是过剩流动性的主要去处,猴市中存在结构性机会。杨锐文认为,2016年可能全年呈现上蹿下跳的猴市,选股的难度更高,确定的机会存在于真正有业绩支撑的的高成长个股。根据近期环保板块上市公司发布的2015年报业绩预告,多家公司业绩预增,延续了三季度的高景气度。在杨锐文看来,环保板块有三个细分领域值得关注,首先是大气治理,如超净排放和新能源汽车,超净排放是大气治理最直接的受益者,而新能源汽车的数量增长快速,政府推广的动力十足,也将获得资本市场的青睐;第二是水污染治理;第三是土壤治理。   而在包括鹏华基金、安信基金等部分基金经理看来,电竞行业有可能是2016年必须关注的一个新产业。乐视体育日前传出完成至少5亿美元的B轮融资,估值超过20亿美元,而这距乐视体育的估值约4亿美元的A轮融资仅仅半年时间,据悉电竞或将成为乐视体育未来加紧并购和布局的领域,与此同时,上市公司莱茵体育去年底收购连锁电竞馆、准备登录A股的网鱼科技宣布今年建设30个电竞馆以及SMG电视台旗下大型实体电竞馆的开业,都表明电竞行业的机会甚至已经带动线下重资产的重新估值。   招商旗下公募基金在去年四季度强势买进莱茵体育,该股昨日在电竞股普涨背景下强势涨停。莱茵体育与电竞的渊源是公司去年12月公告参股浙江阿瓦隆,而阿瓦隆公司其实是一家连锁型实体电竞馆,在杭州、嘉兴、桐乡、苏州等地整合设立多家中高端门店,并将在全国主要城市进行布局。   对于当前投资而言,基金经理更注重挖掘那些在新行业和新领域有卡位和垄断资源、市场认识尚较肤浅的领域,尤其重要的一点是,在市场仍在担忧股市下跌风险的背景下,机构资金利用市场的担心,对那些后知后觉资金认识肤浅的品种完成了建仓。虽然大部分股票持续走跌,但以电竞、颜值服务为代表的新型消费、智能制造、无人驾驶等品种却逆势走强。显而易见,一些基金认识到,虽然市场仍存在一定的不确定性,但积极因素正在逐渐累积。全国两会即将召开,“十三五”规划内容是市场关注的重点,其中新型消费、智能制造、信息技术仍是未来重要发展方向。THE_END 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: