Hit pit squats after the Fund said the market for sad happy – fund channel-www.xunbo.cc

"Hit pit squats" after the Fund said after the market for sad happy – fund channel impact or the market will stabilize shocks, along with the supply side reforms to enhance consensus, "after the hit pit squat or bounce back, the market is worth treasuring. After falling risk benefit ratio can be improved, part of the valuation of the stock has returned to the long-term value of last week (January 25~1 29) on Thursday, the stock market crash since the market another to adjust to a new low, small record bubble greatly squeezed from the market last year, mad cow 2500 near the start is just a step away. Thursday A shares sharp sell a new low of adjustment, the Shanghai and Shenzhen two as many as 9 grade funds trigger the next fold. January 29th is the last day of A shares in the first month of the new year, the two cities ended, counterattack rebounded sharply. But facing the Spring Festival holiday during the Spring Festival, and the outer disk of the uncertainty, before still need to be cautious. On the news surface, large shareholder equity pledge of recent frequent open line approximation and emergency suspension of self-help, part of the fund facing liquidation pressure, a large number of holdings of major shareholders to pressure off without funds admission, the venue of funds in the market panic fled to accelerate, part of the stock market plummeted as long as quickly sealed limit. When the stock market continues to adjust, the head of a medium-sized private equity in Shanghai said that the market has bottomed out, the market short-term or retaliatory rebound, we have reached a large scale. There are also some public funds, most of the insurance funds are still on the sidelines, waiting for confirmation of the right signal, then select the machine to intervene in the quality of the target. In the investment decision, the insurance fund is expected to adjust the index interval, in order to have a more accurate grasp of the lower edge of the shock interval. The uncertainty of the market makes the decision-making difficulty of different institutions different. In the context of the regulatory authorities to further regulate the use of insurance funds, equity investment will become an important part of the performance of insurance funds investment. Since the new year, the stock index fell sharply, A stock market open unfavorable, the stock market will be how to interpret? The Fund said that the market trend should not be too pessimistic. The overall market callback process, some Pishajianjin opportunities have emerged. The registration system has brought about the market expectations, to a certain extent affected the willingness of investors holding, small cap stocks, there are still some pressure on the valuation adjustment, but continue to panic sharp sell probability is small. There are private equity also expressed different views, now look really do not buy the tide, or to wait for the trend to buy out, there is still a chance after falling, perhaps everyone is completely desperate, the opportunity came. A stock market has fallen sharply since the beginning of the year, the valuation has callback, the fall of the peripheral market also released some risks, may temporarily stabilize. Taking into account the upcoming Spring Festival, we need to pay close attention to the liquidity of the market in the near future. The EU and China Life Insurance Security Fund said that in the present time, investors need not worry too much, the market may be bottoming process, but the overall valuation is becoming more and more reasonable level. After shocks, the market will shake or stabilize, with the "supply side reform" consensus to enhance, "hit the pit squat" or rebound opportunities, the market is worth treasuring. After the fall, the risk return ratio is improved, and some stocks are estimated.

“砸坑下蹲”后基金称可披沙拣金 市场悲中有喜-基金频道   冲击过后市场或将震荡企稳,伴随“供给侧改革”共识提升,“砸坑下蹲”之后或有反弹的机会,行情值得珍惜。下跌后风险收益比得以改善,部分股票的估值已经回归到中长期的价值区间  上周(1月25~1月29日)周四,大盘再创此次股灾调整以来的新低,中小创泡沫得到极大地挤压,大盘离去年疯牛市启动2500点附近仅一步之遥。周四A股大幅杀跌再创调整新低,使得沪深两市有多达9只分级基金触发下折。1月29日是A股新年首月最后一个交易日,两市展开收官反击战大幅反弹。但面临着春节长假,以及春节期间外盘的不确定性,节前仍需要谨慎一些。  消息面上,大股东股权质押近期频现逼近平仓线而紧急停牌自救、部分基金面临清盘压力、大股东暗中大量减持等压力,场外无资金入场,场内资金在市场恐慌中加速出逃,部分个股只要大盘急跌便快速封死跌停。  在股市持续调整之际,上海一家中型私募负责人表示,市场已经见底,市场短期或出现报复性反弹,我们已经大举杀入。也有部分公募基金、大部分保险资金仍在持币观望,等待右侧信号确认后再择机介入优质标的。在投资决策上,保险资金对指数区间的预期正在调整,以期对震荡区间的下沿有更精准的把握。市场的不确定性使不同机构面临的决策难度各异。在监管部门对保险资金运用行为进一步规范的背景下,权益类投资将成为影响保险资金投资业绩的重要一环。  新年以来,股指暴挫,A股市场开年不利,股票市场会如何演绎?有基金表示,对市场走势不用过分悲观。市场整体回调过程中,已经出现了一些披沙拣金的机会。注册制推行带来的市场预期,一定程度上影响了投资者的持股意愿,中小盘股票,仍然存在一定的估值调整压力,但继续恐慌大幅杀跌的概率并不大。  也有私募表示不同看法,现在来看真不要逆市买入,还是要等趋势出来再买,这里下跌后机会还是有的,也许等大家都彻底绝望了,机会就来了。A股市场年初至今已经大幅下挫,估值有所回调,外围市场的下跌也释放了部分风险,可能呈现暂时企稳之势。而考虑到春节即将到来,近期需要高度关注市场流动性。  中欧及国寿安保基金表示,在当下时点,投资者无需过度担忧,市场可能正在“筑底”过程中,而整体估值也逐步趋于合理水平。冲击过后市场或将震荡企稳,伴随“供给侧改革”共识提升,“砸坑下蹲”之后或有反弹的机会,行情值得珍惜。下跌后风险收益比得以改善,部分股票的估值已经回归到中长期的价值区间。  基金看市  中欧基金:“砸坑下蹲”之后或有反弹的机会  中欧基金表示,在当下时点,投资者无需过度担忧,市场可能正在“筑底”过程中,而整体估值也逐步趋于合理水平。冲击过后市场或将震荡企稳,伴随“供给侧改革”共识提升,“砸坑下蹲”之后或有反弹的机会,行情值得珍惜。  长城基金:对股市不必太悲观  长城基金史彦刚表示,2016年债券市场对于所有债券人来说值得期待,托管规模将继续保持较快增长,债券品种和参与主体更加多元化,衍生工具也将在市场交易中发挥更大的作用。  新年以来,股指暴挫,尽管A股市场开年不利,但史彦刚表示,对市场走势不用过分悲观。  史彦刚表示,市场整体回调过程中,已经出现了一些披沙拣金的机会,有些企业具有较好的成长性、估值水平回到历史低位,从长期来看,具有较好的投资价值;二是目前市场总体的杠杆水平适中,不存在大幅去杠杆和平仓带来的调整压力。  他还表示,注册制推行带来的市场预期,一定程度上影响了投资者的持股意愿,中小盘股票,仍然存在一定的估值调整压力,但继续恐慌大幅杀跌的概率并不大。  国寿安保基金:市场悲中有喜  年初以来,A股市场经历了一波深幅调整,二级市场投资者对基本面的预期存在比较大的分歧。股票市场会如何演绎?该如何把握投资机会?对此,国寿安保股票投资部总监、核心产业灵活配置混合基金拟任基金经理张琦表示,A股市场反映的国家经济转型升级和社会变迁的大背景,从宏观层面谈对资本市场的看法。“供给侧改革”明确了决策层允许传统经济市场出清的决心,目的在于优化资源配置,调整产业结构。伴随传统经济过剩产能出清的加速,预计2016年的经济增速可能仍将温和下行。  此外,年初以来,汇率市场出现了比较大幅的调整,加上海外经济及金融市场的动荡,放大了投资者对国内宏观基本面预期的悲观。  张琦认为,在不确定性因素的共振作用下,股票市场风险偏好有所下降,快速地下跌也使得市场信心遭受一定打击,形成了自反馈。从这个角度看,当前股票市场仍处于震荡阶段。  但他认为,下跌后风险收益比得以改善,部分股票的估值已经回归到中长期的价值区间。大浪淘沙,成长股的投资价值将得以进一步凸显。在恐慌性情绪逐步消退后,我们仍会积极关注并努力把握市场的结构性投资机会。  万家基金:筑底过程反复 部分股票已具有投资价值  万家基金投资研究部总监莫海波表示,海外石油价格剧烈反弹后继续大幅下挫,逐步传导至其他市场;其次,上周末央行对商业银行的座谈会纪要发布后,国内投资者对流动性判断保持谨慎,同时市场情绪也并不稳定。这些因素共振导致上证跌破2850股灾最低点,技术上不排除会继续探底。但目前已经处在底部区域,虽然筑底的过程将会反复,不会一蹴而就,不过部分成长股和低估值蓝筹股也已经出现较好的中长期投资时间点。  史彦刚认为,2016年债券市场投资将呈现两个特点,一是票息与资本利得并重,通过合理的交易安排和Rich-cheap策略,提高组合收益将比以往显得更加重要;二是固定收益外延和投资范围继续拓宽,从传统意义上的利率债、信用债向低风险套利品种拓展。相关的主题文章: