大招！ 蓝筹股基金聚集在一起进行大额购买，春季市场即将到来？ _东方财富网

原标题：大动作！ 蓝筹股基金聚集在一起进行大额购买，春季市场即将到来？

概要

[Bigaction!Blue-chipequityfundsgettogethertoopenlargepurchasesspringmarketiscoming?】Thefund’sperformanceisoutstandingandinvestorsarelookingforhigh-qualityfundsThesoaringenthusiasmforthelayouthasmademanyfundscautiouslychooseto”closedoorsandthankcustomers”ordrasticallylowerthepurchaselimitHoweverafewdaysagosomefundsbegantoloosenthepreviouspurchaserestrictionsandresumelargepurchasesofmorethan10000and50000Amongthemtherearemanyhigh-qualityproductsmanagedbywell-knownfundmanagers(ChinaFundNews)

　　fundPerformanceOutstanding, investors pursue high-quality funds. The soaring enthusiasm for the layout has made many funds cautiously choose to “close doors and thank customers” or drastically lower the purchase limit.However, a few days ago, some funds began to loosen the previous purchase restrictions and resume large purchases of more than 10,000, 50,000, etc., including many well-known fund managers with excellent performance.product。

Interviewees believe that with the revision of liquidity expectations, there will be an opportunity for the layout of the spring market in February. At the current point in time, the equity fund untied the restrictions on large-amount purchases in order to “replenish ammunition” to control the rotation, optimize the allocation, and plan the second half of the spring market.

　　Multiple active equity funds

　　Resume large purchases

　　Southern Fundreleaseannouncement, Its subsidiary Nanfang Anrui Hybrid will resume processing large-amount purchases,Fixed investmentAnd conversion into business. On the same day,E FundAnnouncement announced that it will resume handling E Fund’s active growth hybrid fund institution from February 4clientThe purchase, conversion and transfer of business.

The reporter combed through the announcement and found that in recent days, Guangfa, Great Wall, Penghua, China Life Security, etc.fund companyThey have all issued similar announcements, resuming the large-amount subscription or institutional client subscription business of some of its active equity funds, many of which are high-quality products of well-known fund managers.

Champion Fund in 2020-ABC-CAindustryThe 4.0 mix releases the restrictions on large-amount purchases.ABC-CAFund announcementAccording to the statement, “From February 1st, the restrictions on large-amount subscription, conversion and transfer and regular fixed-amount investment of the fund will be cancelled, and the business of large-value subscription, conversion and transfer and regular fixed-amount investment of more than 10,000 yuan will be resumed.”

In 2020, ABC-CAIndustry 4.0With a return rate of 166.56%, it ranked first in the performance list of active equity funds, and also set the highest return record of champion funds in the past 4 years. The popularity of fund manager Zhao Yi has increased rapidly. On December 31, 2020, ABC-Agriculture Industry 4.0 announced that it set a limit of 10,000 yuan for subscription.

According to the announcement, since February 3, Guangfa Jufeng Hybrid, managed by Qiu Jingmin, cancelled the restriction that the original institutional investors can subscribe for a single fund account in a single day not to exceed 100,000 yuan, and resume normal subscription business. the same day,GF FundAnother well-known fund manager Liu Gesong managed GF Small-Cap Growth also cancelled the single-day accumulative purchase limit of 100,000 yuan for the original institutional investors. The reporter found that these two funds began to restrict large-amount purchases on January 12, but they only opened up purchases after less than three weeks.

The Yinhua Xinyi Flexible Allocation Hybrid Fund managed by Li Xiaoxing resumed large purchases of more than 100,000 yuan from non-direct sales agencies on February 2.

In addition, the Great Wall environmental protection theme managed by Liao Hanbo lifted the limit of 50,000 yuan in single-day purchases on February 1st after nearly five months of large-scale purchase restrictions. Penghua Consumer Optimal Management, managed by Wang Zonghe, resumed large purchases from January 28, canceling the limit of 100,000 yuan for a single fund account that was implemented on July 30 last year in all sales organizations and direct sales outlets.

According to statistics, as of the two weeks before February 3, exceptMonetary Fund、Bond fundIn addition to index funds, nearly 30 funds have issued announcements on opening up large-amount subscriptions or resuming subscriptions for institutional customers. Many of them have not implemented purchase restrictions for a long time.

　　Replenish ammunition to prepare for the spring market

Regarding the recent situation of active equity funds getting together and releasing large purchases, the industry generally believes that it is related to the recent A-share market trend and reflectsPublic offeringThe fund is optimistic about the spring market and plans to “replenish ammunition” for the next stage of investment.

A public equity investment director in South China said that the recent market turmoil has continued, and some Christians have chosen to make a profit. The pressure on funds to allocate more targets has been reduced, and the restrictions on purchases have been released in time to allow more funds to participate. . “In fact, fromFund issuanceAccording to market data, compared with the frenzy at the beginning of the year, from late JanuaryFund salesThe overall temperature is decreasing, and some products that are expected to hit the market have been sold for several days.Therefore, the fundthe companyAt this time, let some products resume large purchases to replenish ammunition. “

A public offering person in Shenzhen believes that under the premise that the funds of Baotuan stocks have remained loose recently, the oversold second and third line leaders are gradually becoming a new target of market attention. In this context,Raised fundsSeeing the allocation opportunity, they began to open up large-amount purchases in order to grasp the layout opportunity of the oversold leader. In the medium and long term, the market is in a good configuration time.

“Recently, the rotation of the sector has accelerated, and individual stocks have continued to maintain a differentiated pattern, and the effect of making money in the market is not ideal. A-shares are currently gradually shifting from performance and profit-driven to liquidity-driven. Before the Spring Festival, market liquidity may maintain a stable situation. Among them, there may be some layout opportunities.” The public fundraiser said that high-quality targets that have been “wrongly killed” are expected to usher in a double restoration of performance and valuation.

A public offering in Shenzhen believes that the main reason for the recent market turmoil is not the economic and fundamental trends of various industries, but the result of market sentiment fluctuations, which is inherent in the market, that is, between investors.Game. At present, the risk of continuous sharp declines in the market is small, and investors need not panic. And if it falls, there will be funds to buy. In other words, it will not fall. 3,600 points should not be the high this year.

Looking forward to February, industry insiders believe that the spring market is likely to continue. In terms of allocation, it is recommended to focus on technology, consumption, and procyclical related fields.

　　Northeast SecuritiesSaid that grasping the rotation, optimizing the configuration, and planning the second half of the spring market are the main ideas for the follow-up. Combining with the economic recovery and the 14th Five-Year Plan, we will gradually deploy high-performing small and medium-cap stocks on dips, while holding group stocks are adequate to prevent the transition from positive feedback to negative feedback.Judging from the recent trend, the original Baotuan stocks continue to loosen and even enter the process of falling apart, the funds are promisingbankIt is a sign of the transformation of undervalued stocks, advanced manufacturing equipment manufacturing stocks, price-increasing concept stocks, and epidemic-damaged industries.

(Source: China Fund News)

(Editor in charge: DF398)