Pooi123 personal page - To The Moon

Pooi123

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張燕北2022年公募基金二季報披露完畢，次新主動權益基金的建倉情況也浮出水面。各基金建倉期內節奏不一，部分基金股票倉位已超過90%，但也有基金爲了保障資金資產安全性而秉持穩健建倉的策略。從其資產組合的配置來看，重點投資領域覆蓋新能源、新消費、大金融。展望後市，部分次新權益基金基金經理表示，從股債性價比的情況來看，整體權益市場的機會大於風險。後續在積累下適當安全墊之後會逐步增加持倉比例，在估值和股價相對低位的優質公司中尋找機會。次新基金建倉節奏分化隨着基金二季報公佈結束，部分二季度內成立的次新基金首秀建倉計劃。Wind統計顯示，由於二季度權益基金髮行遇冷，成立的主動權益產品數量較少，僅有合計18只二季度內成立的基金（僅統計初始份額）公佈季報。不過仍可從中可以探尋基金經理的建倉路線，並感受節奏的快慢。據Wind數據統計，上述18只次新基金於二季度末的股票倉位平均值爲62.35%。儘管建倉期長達6個月，部分主動權益基金的股票倉位在三個月內已加至90%以上，建倉迅速。具體來看，已在季內將股票倉位配至90%以上的是匯安潤陽三年持有A、中加量化研選A、招商核心競爭力A、上銀新能源產業精選A，均爲偏股混合型基金。上銀新能源產業精選A基金經理施敏佳表示，4月29日政治局會議明確動態清零與穩增長並非矛盾對立、而是協同統一的總基調後，疫情預期向好結合新能源利好政策頻出背景下，板塊整體錄得較大反彈。二季度下旬重點聚焦此前受長三角供應鏈影響較大的新能源車產業鏈。該基金成立於4月20日，二季度末股票倉位91.88%。由於把握住了新能源賽道大幅反彈的機會快速建倉，二季度內基金份額淨值增長率高達34.07%。談及建倉策略及建倉過程中的考慮，招商核心競爭力A基金經理硃紅裕介紹，“本產品於2季度初成立，恰逢上海疫情嚴峻時期，市場對疫情、對俄烏衝突等地緣政治導致的商品價格上漲及海外市場波動極爲","images":[{"img":"https://static.tigerbbs.com/8ae7245fd9e4489787d04f9853f3d65d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/682015285","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951037667,"gmtCreate":1673354786060,"gmtModify":1676538822872,"author":{"id":"4097761151235410","authorId":"4097761151235410","name":"Pooi123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097761151235410","authorIdStr":"4097761151235410"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951037667","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052735893,"gmtCreate":1655210975812,"gmtModify":1676535583995,"author":{"id":"4097761151235410","authorId":"4097761151235410","name":"Pooi123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097761151235410","authorIdStr":"4097761151235410"},"themes":[],"htmlText":"Q","listText":"Q","text":"Q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052735893","repostId":"9022524674","repostType":1,"repost":{"id":9022524674,"gmtCreate":1653552819200,"gmtModify":1676535303082,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Time 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Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? 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