New Year a week, field of A stock market is lively came a make a good beginning.
2021, a be to want really " ox " turn heaven and earth?
The little authority that organize a band saw each economist, chief analyst all sorts of fortune-telling of field of A stock market looked into a report 2021, reached a fundamental conclusion:
Arrogant not important, seizing accurate investment opportunity just is kingcraft.
What investment opportunity was worth to pay close attention to mainly most 2021? How should be fund bought after all?
Last week, to answer these two questions, our company starts neat go into work of fund manager and researcher, opened a sincerity and dried food super and inapproachable full direct seeding strategy is met.
Arrive completely what degree?
Altogether has ten to be cast actively grind group member attends, opened 5 continuously, direct seeding total Shi Changchao passes 10 hours, always broadcast a quantity to exceed 2.02 million.
Small make up what see direct seeding wrote down note to finish him Xiaojin library at the same time at the same time at the same time to invested layout 2021.
If you had not looked, this key been sure to have closed please below that, not only investment opportunity is shared, more super and practical Maijishi does a manual.
Follow photograph of field of A stock market to compare, the harbor that goes two years as if to be gone against in water all the time, interest empty factor is heavy, expression is goodish.
But go up in this politic meeting, deepness studied 10 years of harbor Tian Hong harbor connect Liu Guojiang of handpick fund manager to express, to future whole of field of harbor stock market is very hopeful, with A photograph comparing, delegate harbor the high grade company of core capital becomes next is in to underestimate condition, the market up inflection point hopeful comes.
And the discovery when he communicates with professional orgnaization client recently, everybody's viewpoint happens to have the same view very easily. Include social security fund inside " clever money " the opportunity that had seen field of harbor stock market, the affiliation of increment capital hopeful brings openly action to the market.
Harbor how should be fund cast?
Him Liu Guojiang from 2019 day great harbor connect concentration to hold water to now, through concluding agree makes money float is filled with, held a storehouse to had exceeded 5 million now.
Stand in the dot when instantly, because be opposite,did not come two years the market is relatively hopeful, he suggests to be able to consider to put a cardinal number that orders greatly a little first.
2020 second half of the year, sat two years the A of a cold reception suitable periodic asset begins show, go strong all the way, market attention is spent taller and taller.
Can the expression of suitable 2021 periodic asset still continue to arrange?
Tian Hong is made cast grind Gu Qibin joins group of group leaders go 10 years, technical research and investment arrange periodic capital fund. Look in him, hopeful of suitable 2021 periodic asset becomes field of A stock market to behave a kind of better asset.
The investment of epidemic situation times has come after, accompany China and global economy anabiosis, the cycle related to height of macroscopical economic fluctuation, make, the suitable cycle such as finance board piece asset hopeful greets spring.
In Chinese manufacturing industry, gu Qibin is mentioned especially, car of new energy resources and industry of smooth hot season inside new energy industry will continue to be in grow quickly period; As the propulsion of 945 programs, war industry industry also the gold window that hopeful greets a few years.
From which long-term point of view is looked into, present banking appraise value is in inferior level, accompany economy to anabiosis, also have fair investment value. Hope everybody holds good rhythm, go doing in bottom layout and be being cast surely is better investment way. As Liu Guojiang, the day great cycle that Gu Qibin also bought him to manage is politic He Tianhong is high grade grow, and Tian Hong is a lot of more in-house the holder that employee also is these two products.
Will begin last year in July, medical board piece the callback that also experienced much time of half an year.
But be based on medical industry fact to hit solid just wanted property, itself is the industry of a particularly worth while and long-term investment, medicine of day great fund casts grind the alliance of Liu Meng of two fund managers of the group, Guo Xiangbo expresses clearly: 2021 still confidence is full.
Look in them, 2021 first half of the year, before new coronal vaccine is vaccinal without big range, epidemic situation remains the focal point that deserves attention.
Additional, 2021 also will be the good year that industry of medical treatment medicine innovates, because a lot of New Year were obtained 2020,approve, they will be pushed gradually 2021 the market.
At the same time medical industry is a very sensitive to policy industry, medical industry can have a few new policy 2021, include appliance market the 2nd times to collect etc, the investment opportunity related to policy also is worth to pay close attention to mainly.
To the investment of medical fund, two fund managers remind:
Adjust more through half an year, now medical board piece in be in slant for a long time bottom position, the industry still may have up space, calm agree is at present one-time buy more appropriate.
But also need to notice, earnings of medical industry whole may be relatively stable 2021, may not can be gotten like 2020 adjacent translate the freeboard earnings of times, investor need is reduced appropriately anticipate.
Board of science and technology piece investment has a very apparent characteristic -- wave motion is compared relatively big, be called by play so " broken bits male " board piece.
Tian Hong TMT is cast grind Zhou Jie studied group of assistant group leaders more than 8 years rather " broken bits male " , look in him, from the point of the angle of year, board of science and technology piece what doesn't short-term wave motion calculate actually, because of the development as cycle of science and technology, they father for investor with entrepreneur type investment single the preeminent company that come, hopeful brings ideal redound.
Last year July, board of science and technology piece appraise cost rose a relatively bit higher position, had adjusted time of half an year at present, look rather in Zhou Jie, a few high grade companies with main strong area had arrived the interval with appraise relatively reasonable value.
To the science and technology 2021 board piece, zhou Jie pays close attention to these to invest an opportunity mainly rather: Car of couplet of network of computation of artificial intelligence, cloud, intelligence, homebred replace, consumptive electron manufacturing industry upgrades and hug 95 hind the new economy of Z for generations.
A big spending board piece already prosperous 5 years of time, this two chronological table show all the more Jing is colourful, how to meet again 2021?
Spending of day great fund casts grind Liu Guojiang represents group group leader: Without giving thought to A still be harbor consume an industry, it is to maintain compare as always hopeful.
About specific investment opportunity, besides everybody familiar to the ear can the liquor industry of detailed, liu Guojiang still mentioned the fractionize such as beer, stationery, cosmetic, agriculture there is the high grade company that has growing sex not less in circuit.
But Liu Guojiang reminds sincerely also:
Everybody's investment had better be to be debugged a little on state of mind, anticipate yield does not resemble was being gone to two years in that way in the past annual of 50% above go up go hitting.
Especially Ma Gong of some of consumptive become known that has soared two years manages, appraise value arrived to compare tall interval relatively, although main area still solid, but to short-term yield beforehand appraise or need are reduced a little a bit.
Above, it is small the key of 2021 investment opportunity that the everybody that organize a band has delimited.
Day great fund undertook 2019 unifinication is reformed casting grinding hind, will cast actively grind sectional cent is 4 trades group, advocate undertake entrepreneur type invests, ask every fund manager, researcher wants to undertake deepness studies, make the presence of industry expert.
So, the politic meeting that recommends everybody strongly to be free to be able to visit settle on week is answered put, can hear every not only " industry expert " careful analysis and logic, and can clear understanding is cast to theirs grind method and routine.
Look, you can know, you gave a flock of what kind of people your money, and they are to be in how to help you hard make money.
Very wet snow points to taller year turn get one's own back, the time that very long slope compares compound interest rise in value is very long.
With the fund management that relies on chart the group travels together for a long time, insist to invest ability for a long time to roll the snowball of life fortune bigger more better.
Risk clew: Above viewpoint offers reference only, do not represent investment proposal. The market has a risk, investment wants discretion.
