“供给侧改革”将是2016年政府工作重点 冀中职业学院怎么样

GF Liu Xiaolong: 2016 optimistic about the supply side reform and white horse growth stocks in from February 1st to 22nd, the Shanghai composite index rebounded 182 points in 11 trading days, an increase of 6.69%. At the same time, the gem index rebounded to 12.53%. Since February, the shock rebound market, to a certain extent, ease the risk aversion of investors. Analysis of the industry, in the RMB exchange rate stabilization, Premier Li Keqiang’s speech on the stock market policy, the external market rebound and other favorable factors to promote, A share market will enter the rebound window period. Haitong Securities in the latest issue of the strategy weekly pointed out: variables in the better, treasure more window period. The report pointed out that the improvement of the variables, including the Fed’s interest rate hike probability decline, devaluation expected to decline, growth downside worries eased. Looking forward to the future, Haitong Securities judge the market sentiment repair process, treasure more window period. Reporters learned that the market sensitive buyers institutions recently optimistic about the supply side investment opportunities for reform. "The national launch of supply side reforms, the integration of leading enterprises, to small enterprises Guantingbingzhuan, belonging to the top-down policy. At the same time, many cyclical industries are also carrying out spontaneous bottom-up resource integration." GF fund equity investment general manager, GF industry leading fund manager Liu Xiaolong believes that this year there will be a batch of industry ushered in the real big reshuffle, after the push back again, both scale and capacity, will be greatly improved. Warburg fund securities research institute in February fund investment monthly report pointed out that the two sessions nearly, should focus on the relevant policies and plates related to the two sessions and shares; "supply side reform" will be the focus of the work of the government in 2016, the relevant plates and stocks worth attention. In addition, growth stocks such as new energy, environmental protection, high-end manufacturing, national defense and other sectors still have structural opportunities. On the basis of fund screening, it is suggested that investors choose the fund with strong stock selection ability and grasp the rhythm of the stock market. Among them, the key recommendation fund is Liu Xiaolong managed by GF Multi Strategy fund. Reporters noted that Liu Xiaolong managed the fund products include GF industry leading A, GF new power and GF multiple strategies. According to Wind statistics show that as of February 22nd, GF industry leading A since its inception, the total return of 91.80%, exceeding the CSI 300 index over the same period 93.47 percentage points. Among them, the fund in the past 2 years, the past 3 years, the past 5 years of return on investment in the same ranking in the top 1/10 camps. GF new power was founded in March 19, 2014, since the establishment of the yield of 120.10%, the annual income since its inception was 50.45%. TX investment consulting analyst Ma Yongjing of the past 5 years GF industry-leading portfolio of research, she found that the GF industry-leading fund since its inception through cattle, bears, and other types of market shocks, each year the results are ranked 1/3 similar funds, bring long-term stable income for investors, profitability is quite prominent. Among them, fund manager Liu Xiaolong preferred long-term shareholding, heavy industry pay attention to long-term stability of earnings, through long-term holding high-quality growth stocks to achieve excess returns. theory

广发刘晓龙:2016看好供给侧改革和白马成长股   2月1日至22日,上证指数在11个交易日反弹182点,涨幅为6.69%。同期,创业板指的反弹幅度达到12.53%。2月以来的震荡回升行情,在一定程度上缓解了投资者的避险情绪。业内人士分析,在人民币汇率企稳、李克强总理关于股市政策的讲话、外围市场回暖等多重利好因素推动下,A股市场将进入反弹窗口期。   海通证券在最新一期的策略周报中指出:变量在好转,珍惜做多窗口期。报告指出,好转的变量包括美联储加息概率下降,人民币贬值预期下降、增长下行担忧缓解。展望未来,海通证券判断市场情绪修复仍有过程,珍惜做多窗口期。   记者了解到,市场嗅觉敏锐的买方机构近期看好供给侧改革的投资机会。“国家推出供给侧改革,整合龙头企业,责令小企业关停并转,属于自上而下的政策推动。同时,很多周期性行业内部也在进行自发的自下而上的资源整合。”广发基金权益投资一部总经理、广发行业领先基金经理刘晓龙认为,今年将会有一批行业迎来真正的大洗牌,在推倒重来后,无论是规模还是产能,都将会有很大的改善。   华宝证券研究所在2月份的基金投资月报中指出,两会将近,应重点关注与两会相关政策有关的板块与个股;“供给侧改革”将是2016年政府工作重点,相关板块与个股值得关注。除此之外,新能源、环保、高端制造、国防军工等板块等成长股仍旧具有结构性机会。在基金筛选上,建议投资者选择选股能力较强、能够把握股票市场节奏的基金。其中,重点推荐基金为刘晓龙管理的广发多策略基金。   记者注意到,刘晓龙所管理的基金产品包括广发行业领先A、广发新动力和广发多策略。据Wind统计显示,截至2月22日,广发行业领先A自成立以来的总回报为91.80%,超越同期沪深300指数93.47个百分点。其中,该基金在过去2年、过去3年、过去5年的投资回报均在同类排名中位列前十分之一阵营。广发新动力成立于2014年3月19日,成立以来的收益率为120.10%,成立以来的年化收益为50.45%。   天相投顾分析师马永靖对广发行业领先过去5年的组合进行研究,她发现广发行业领先基金自成立以来经历牛、熊、震荡等各类市场,各个年度业绩均位列同类基金前三分之一,为投资者带来长期稳定可靠的收益,盈利能力相当突出。其中,基金经理刘晓龙偏好长期持股,重仓行业注重收益的长期稳定,通过中长期持有优质成长股实现超额收益。   展望未来,刘晓龙认为,2016年很有可能迎来流动性的增速拐点,对整体市场影响偏负面。在此背景下,2016年选股思路应回归基本面,降低收益预期,同时回避并购重组,重点寻找具有安全边际的股票。“除了安全边际显著和受益于‘供给侧改革’的股票,一些白马成长股仍具有一定的投资价值。”刘晓龙注意到,一批2013年以来表现不错的成长股近两年表现欠佳。与其他企业持续并购不同,这些企业在近两年将精力更多放在研发、市场开拓等核心竞争力的提升上。2016年,这部分企业将大概率进入业绩释放期,真正成为新的白马成长股。 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: