mixed funds and equity funds were lost 187 billion 200 million yuan and 110 billion 100 million yuan. In contrast 下九流之有花堪折

Semi annual disclosure of public fund is now ending a loss of 232 billion 200 million yuan Sina App: Live on-line blogger to listen to expert guidance on forest stock selection in Bull Stock Market in the first half of the tournament greatly shocks again put public fund into a quagmire. According to the public offering fund has been released semi annual report, the first half of the public fund appeared a loss of 232 billion 200 million yuan. Among them, the rights and interests products are the hardest hit areas. The most serious loss of equity products, the first half of 2016, the market is enough to describe the magnificent and thrilling. First, it experienced two fuses at the beginning of the year, and the stock market plummeted from 3684.57 points at the end of last year to the lowest point of 2638.3 this year. After a few months, the stock index failed to get out of the doldrums, and the stock index maintained a shock situation in the 2800-3000 spot range. As of June 30th closing, several major stock index fell more than 17% during the first half of the year, stock index fell 609.58 points, or 17.22%; the Shenzhen Component Index fell 2174.9 points, or 17.17%; the gem index fell 486.26 points, or 17.92%. Affected by this, the public offering fund in the first half of the year also naturally failed to harvest good performance. TX Irving data show that the loss of 232 billion 200 million yuan during the first half of this year have raised funds overall. Among them, the rights and interests of products still bear the brunt of the most serious losses, mixed funds and equity funds were lost 187 billion 200 million yuan and 110 billion 100 million yuan. In contrast, the monetary fund and bond funds in the first half of the profits were 58 billion 900 million yuan and 7 billion 200 million yuan; commodity funds in the first half profit of 1 billion 49 million yuan; QDII fund in the first half of the year also achieved more than 500 million yuan of earnings. Liquor stocks favored financial power semi annual report shows that the first half of the public offering of common buying or holdings of blue chip blue chip, and consumer services, information technology and plate and raw materials become the new fund. In addition, the manufacturing sector has become more and more popular. The manufacturing industry in the fields of computer, medicine, electrical machinery, special equipment, general equipment and so on has also been heavily purchased by fund companies in the two quarter. From the fund awkwardness, in the first half of the continuous impact of liquor plate dance, to Guizhou Moutai, Wuliangye and other white wine companies led by favorite, once again staged institutions get together to raise the situation. Among the stocks heavily funded by the fund, liquor occupies a considerable proportion, including Guizhou Moutai, Wuliangye, Luzhou and other companies are shortlisted. Data show that the liquor stocks this year, outstanding performance in Kweichow Moutai as an example, Kweichow Moutai shares this year from less than 200 yuan prices all the way, the highest hit a high of 326.80 yuan, institutions Huiyanshizhu, advance latent, lucrative. In addition, Yili shares, Shandong gold, flush, Internet technology also shortlisted fund awkwardness in the first half of the year. In contrast, financial stocks have fallen out of favor in the first half of the year, and many banks and insurance stocks have been reduced or sold by the fund. Including Minsheng Bank, Societe Generale Bank, Beijing bank, agricultural bank, China Ping An, etc.. > > analysis of the second half of the optimistic SOE reform opportunities for the second half of the theory

半年报披露收官 公募基金现2322亿元亏损 新浪财经App:直播上线 博主一对一指导 听牛人解盘选牛股 上股林争霸赛   上半年市场的大幅震荡行情再度把公募基金拖入泥潭。根据已经披露完毕的公募基金半年报,上半年公募基金出现了2322亿元的亏损。其中,权益类产品为亏损重灾区。   权益类产品损失最重   2016年上半年的行情,足以用波澜壮阔和惊心动魄来形容。先是在年初经历两次熔断,股市也由去年年末的高点3684.57点暴跌至今年最低点2638.3点,随后几个月股指也未能走出低迷,沪指在2800-3000点区间中维持震荡态势。   截至6月30日收盘,几大股指半年跌幅均超过17%,其中沪指半年跌609.58点,跌幅17.22%;深成指跌2174.9点,跌幅17.17%;创业板指跌 486.26点,跌幅17.92%。   受此影响,公募基金在上半年自然也没能收获好的业绩。天相投顾数据显示,今年上半年公募基金整体出现2322亿元的亏损。这其中,权益类产品依然首当其冲损失最重,混合型基金和股票型基金则分别亏损1872亿元和1101亿元。   相比之下,货币基金和债券基金上半年利润分别达589亿元和72亿元;商品型基金上半年实现利润10.49亿元;QDII基金上半年也实现了逾5亿元的盈利。   白酒股受宠金融失势   半年报显示,上半年公募普遍大举买入或增持绩优蓝筹,而消费以及服务、信息技术和原材料成为基金新进的板块。此外,制造业备受青睐,计算机、医药、电气机械、专用设备、通用设备等领域的制造业在二季度也被基金公司大举买进。   从基金重仓股票来看,受到上半年白酒板块连续起舞的影   响,以贵州茅台、五粮液等为首的白酒类公司受到宠爱,再度上演机构扎堆抢筹的情况。在基金重仓靠前的股票当中,白酒占据相当分量,包括贵州茅台、五粮液、泸州老窖等公司均入围。数据显示,白酒股今年表现突出,以贵州茅台为例,贵州茅台股价今年以来从不足200元一路飙涨,最高创出326.80元的高位,机构慧眼识珠,先行潜伏,获利颇丰。   此外,伊利股份、山东黄金、同花顺、网宿科技也入围基金上半年的重仓股。   相比之下,金融股在上半年有失宠趋势,多只银行、保险股遭到基金减仓或卖出。包括民生银行、兴业银行、北京银行、农业银行、中国平安等。   >>分析   下半年看好国企改革机会   对于下半年的行情,创金合信量化投资部总监程志田说,当前资产荒的市场环境下,部分增量资金进入股市,相对于上半年股市出现多重利空消息,下半年将是相对的真空期,此时会是不错的时间窗口。程志田表示,与债市相比,股市当前的性价比更高,价值更加凸显,比较看好国企改革和供给侧改革带来的投资机会。   摩根士丹利华鑫基金固定收益投资部葛飞表示,总体来看,诸多利空因素令之前市场的上升趋势承压,存量博弈的震荡行情延续,向上空间取决于提升长期风险偏好的超预期的改革举措,例如减税、供给测改革、国企改革等,而场外资金等待择机进场决定了向下空间有限。从配置结构上来看,虽然目前看下半年CPI有一定上行压力,但在需求疲弱的大环境下,实物资产价格上涨基本是由供给收缩推动,其持续性和高度都有明显天花板,利率下行仍是大趋势,因此仍将重点关注业务稳定的高分红绩优股。   市场短期或处走弱区间   博时基金首席宏观策略分析师魏凤春表示,在中短期上,需要重视经济超预期好转在板块上的影响,是否能影响整体市场走势还需要观察。短期,从技术上看,考虑市场已持续调整两周,暂时继续小幅提高A股配置,但仍处低配,结构还是偏向中大盘股指。行业上看好食品饮料、商贸零售、建筑和医药。   海富通中小盘基金经理黄峰表示,对短期市场较为谨慎,市场短期或处在走弱的区间,原因主要有:一,预计市场对于经济的预期还可能下调;二,流动性的预期不断反复;三,监管政策严格,去杠杆的政策对于资本流入股市有限制。由于市场上短期博弹性比较难,因此给投资做减法,精选长期有增长潜力的品种。大消费类的股价永远是“慢增长”,但传统消费领域生命很长,可以出一些有持续性的标的。   京华时报记者   敖晓波 进入【新浪财经股吧】讨论相关的主题文章: