Southern fund Li Zhenxing: Second half of the year grows an opportunity or be more than first half of the year

As first half of the year of prices receive an official, achievement is taken an examination of to also be announced subsequently in fund. Wind data shows, by Li Zhenxing of star fund manager the southern character actor of administer chooses mixture fund (002851) obtained first half of the year of 25.82% go up strong, before 1% bodies rank in 1368 agile configuration fund. Look into prospective prices, li Zhenxing states future invests politic admiral still with concentration give priority to, bibcock of domain of key attention fractionize, main area is nice, pass through periodic accomplishment actors or actress.

To the 3 quarters that just begin, li Zhenxing thinks, 3 quarters most the problem of core is economy main area whether of quarter of continuance just a little super- expect pattern, and the effect that this basically sees tripartite face factor. It is to should view estate data, should observe catenary of industry of 34 quarters real-estate is relevant the main area change of the company and policy face. 2 it is to should see middle reaches manufacturing industry one round this fill the process of dilate of inventory, gain whether continue. 3 it is to see interest rate.

Specific go up to investment opportunity, li Zhenxing points out, second half of the year grows the opportunity should is more than 上海千花网论坛

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possibly first half of the year, it is benefit from benefit from is decreased on one hand oppose new rule; It is outstanding on the other hand grow valence comparing is in a sex to promote ceaselessly, it is bet阿爱上海同城

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ter to be like some grow continue to keep taller add fast, will have better long-term configuration value. And white Ma La prepares investment still was not destroyed logically, do not put in too big risk at present, but white acanthaceous indigo of second half of the year prepares or differentiation, the key still is.

Consume a theme to what heat up greatly first half of the year, li Zhenxing still is valued. He thinks, chinese dweller consumption upgrades is the long-term trend with tremendous potential, the domain such as drink of involved home appliance, food, medical treatment, car appears possibly excellent opportunity, and a上海千花网龙凤论坛

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ppraise value is reasonable, grow add fast the company with big space of fast, future is worth to pay close attention to. In addition, second half of the year still can pay close attention to manufacturing industry of the burgeoning domain such as TMT, high end to wait.

The A that market of refer near future pays close attention to very bring into MSCI index, beautiful couplet store add the heat topic such as breath, li Zhenxing thinks, on the whole, overseas market is right A the influence is not very big actually. A bringing into MSCI to be able to say is a long-term effect, belonging to is to be able to anticipate with the thing in reason. And beautiful couplet store add interest is current to influence of field of A stock market also be in ceaseless desalt, add the process of breath to be opposite likewise sho上海贵族宝贝论坛

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rt-term won’t have had big effect.

“If say to want t上海贵族宝贝交流区

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o worry about overseas market, the factor of a risk with possible future is, abroad and rising market board piec新上海贵族宝贝论坛

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e or because of occurrence callback of certain sudden incident, this meeting affects A a few burgeoning board piece or, the likelihood brings about whole appraise to be worth a system bear pressure, especially the tycoon of domain of abroad and certain property company went up a few years in the past potential is tremendous, if adjust a likelihood to cause A chain-reacting, this is 3, one of abroad risk places that four quarters deserve to pay close attention to ” , li Zhenxing expresses.

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