你的位置:奥达菲股票信息网 > 股吧资讯 > 【300082奥克股份股票】股市下跌沪指创新低(2017-05-12)

【300082奥克股份股票】股市下跌沪指创新低(2017-05-12)

300082奥克股份股票——刘崇喜

  近一个月来,A股市场持续下跌。上证指数已经连续四周下跌,并在5月11日创下7个多月来的新低。其他主要指数基本上抹去了今年的涨幅。4月14日至5月11日期间,上证指数下跌6.55%,创业板指数跌幅超过7%。在这样的下跌之下,超过80%的股票同期处于下跌状态,超过1000只股票在2016年1月(复权后)跌破股市危机的股价

300082奥克股份股票
  在这种情况下,机构投资者和个人投资者的业绩普遍“不好看”。在4月份之前,多数私募股权公司的收益率都不错,但一个月后,情况出现了转机,亏损成为主流。多数个人投资者的情绪已跌至谷底,不少投资者的情绪已下跌30%-40%。不过,一些散户通过提前买入股票和做空,躲过了这场灾难。

  对于后市,有机构投资者认为,结构性机会可能集中在下半年,但也可能需要观察。有机构投资者认为,今年的行情以个股为主,关注的是质量好的个股。一些散户把希望寄托在跌幅较大的中小板创业板股票上,但一些散户更注重技术指标。
  “4月份之前,大部分私募机构的收益率都相当不错,但本轮下跌之后,部分私募机构的收益率由盈转亏。”深圳一位私募基金高管表示。

300082奥克股份股票——限制稀土出口

  From January 3 to April 13 this year, the Shanghai composite index was in an upward trend, with an increase of 5.55%.However, nearly a month after April 14, the Shanghai composite index had a cumulative decline of 6.55%.After erasing the previous increase, it still fell about 1%.

  In the view of many industry insiders, changes in the macro environment such as tight monetary policy and stricter supervision have a greater impact on the short-term capital side of the market.”Since the middle of April, the market’s decline has been in the late spring, not in the winter.The reason is that financial supervision has made the capital face tense at a certain stage.”Xun Yugen, chief strategic analyst of Haitong Securities, also said in a recent report.
  A senior fund manager in Beijing told China first finance and economics that after this round of decline, private equity institutions may be at a profit and loss level as a whole.Institutions holding value stocks will be relatively better, while those holding growth stocks may be affected negatively.

300082奥克股份股票——b股转h股

  ”This round of market, most private equity institutions are losing money, and the decline is not small, because everyone’s position before is relatively high.”A private investment director in South China disclosed that his organization has also lost about 10% in this round of market, and the current holding position has been reduced to 30-50%, which is controlled in an acceptable range.
  The above investment director said that in this wave of falling market, he increased the positions of consumer stocks, but reduced the positions of TMT (technology, media, communications) stocks, which had a large decline.It said that the individual stocks studied are more flexible, and all kinds of stocks are allocated.

  As for the pressure of about 10% loss, the above investment director said that it was acceptable.At present, the shareholding basically remained unchanged, waiting for the market to get better.

300082奥克股份股票——太阳纸业

  In contrast, the above-mentioned private equity executives who have been adhering to the high-quality stock investment said that the stock portfolio and net value of their institutions have not changed much in the past month, with a decline of no more than 2%, because they mainly hold stocks with solid performance and good growth.In early April this year, before this round of decline, it adjusted its position from 60-70% to 40-50%, thus reducing part of the losses.The stocks that were reduced were the stocks that had a large increase in the previous period.
  The above-mentioned private equity executives said that their organization’s stock selection strategy has always been to choose stocks with better fundamentals, and the holding time is based on the cost performance.如果它们涨得更多,它们将换成其他性价比更高的优质股票。

  对于后市,“不好预测,因为目前的情况比较复杂。短期内,监管不会放松,货币政策不会转向,市场可能不会反转。我们只能看能否挖掘个股的机会,因为这次有些个股被错误杀跌了。”上述投资总监认为,现在预测未来的走势还为时过早,可能还要等到二季度以后才能看到。

  上述基金经理也表示,他们对今年的前期行情持谨慎态度。结构性机会应主要集中在下半年。市场出现系统性风险的概率很小。他们应该随着经济的脉搏寻找投资机会,更重要的是,他们应该在政策改革的基础上进行投资。
  目前市场上也有不少观点认为,中小板创业板个股已经跌出了一定的机会,并可以借机抄底。“成长股出现了一定程度的下跌。我们可以考虑将来在一些相对稳定的行业寻找机会。”该基金经理表示。不过,在上述投资总监看来,现在确实有不少中小板创业板股票价格不高,但我们还是缺乏信心,暂时不敢买。

  “今年实际上是个股市,所以对指数和行业选择没有影响。主要看股票质量,基本面确实不错,估值也合理。”上述民营高管更关注个股质量。

以上是由奥德菲网为您整理编辑【300082奥克股份股票】股市下跌沪指创新低的全部内容,旨在促进信息交流。同时,为您提供刘崇喜、b股转h股、限制稀土出口、太阳纸业等文章资讯。

声明:本文观点与本站立场无关,不承担任何责任。部分内容文章及图片来自互联网或自媒体,版权归属于原作者,不保证该信息的准确性、真实性、完整性、有效性、及时性、原创性等,如无意侵犯媒体或个人知识产权,请来电或致函告之,本站将在第一时间处理。未经证实的信息仅供参考,不做任何投资和交易根据,据此操作风险自担。本站拥有对此声明的最终解释权。

转载请注明:奥达菲股票信息网 » 【300082奥克股份股票】股市下跌沪指创新低(2017-05-12)

发表评论

电子邮件地址不会被公开。 必填项已用*标注

近期文章

随机文章

热门标签