四季度解禁潮来势汹汹 纯达基金：四类个股注意避险

“_blank class=infotextkey>get=_blank class=infotextkey>十一”过后,A股_blank class=infotextkey>get=_blank class=infotextkey>迎来解禁潮。据_blank class=infotextkey>get=_blank class=infotextkey>东方_blank class=infotextkey>get=_blank class=infotextkey>财富(_blank class=infotextkey>300059,股吧)Choice_blank class=infotextkey>get=_blank class=infotextkey>数据统计,A股_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>今年_blank class=infotextkey>get=_blank class=infotextkey>四季度_blank class=infotextkey>合计解禁市值_blank class=infotextkey>get=_blank class=infotextkey>超_blank class=infotextkey>get=_blank class=infotextkey>9000_blank class=infotextkey>get=_blank class=infotextkey>亿元,其_blank class=infotextkey>get=_blank class=infotextkey>中_blank class=infotextkey>get=_blank class=infotextkey>有18只个股解禁市值_blank class=infotextkey>get=_blank class=infotextkey>超百亿。_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>近期,_blank class=infotextkey>部分个股_blank class=infotextkey>get=_blank class=infotextkey>股价因为_blank class=infotextkey>get=_blank class=infotextkey>限售股解禁_blank class=infotextkey>get=_blank class=infotextkey>规模较_blank class=infotextkey>get=_blank class=infotextkey>大而_blank class=infotextkey>get=_blank class=infotextkey>受到_blank class=infotextkey>get=_blank class=infotextkey>冲击,引发_blank class=infotextkey>get=_blank class=infotextkey>投资者对_blank class=infotextkey>get=_blank class=infotextkey>限售股解禁_blank class=infotextkey>get=_blank class=infotextkey>问题的强烈_blank class=infotextkey>关注。针对这一_blank class=infotextkey>get=_blank class=infotextkey>问题,_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>上海纯达_blank class=infotextkey>get=_blank class=infotextkey>资产_blank class=infotextkey>get=_blank class=infotextkey>管理_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>有_blank class=infotextkey>get=_blank class=infotextkey>限_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>公司(简称纯达_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金)投研总监林辉平_blank class=infotextkey>get=_blank class=infotextkey>表示,从_blank class=infotextkey>历史_blank class=infotextkey>get=_blank class=infotextkey>数据来看,解禁_blank class=infotextkey>get=_blank class=infotextkey>规模和_blank class=infotextkey>get=_blank class=infotextkey>上证综指的涨跌幅并_blank class=infotextkey>get=_blank class=infotextkey>没_blank class=infotextkey>get=_blank class=infotextkey>有_blank class=infotextkey>get=_blank class=infotextkey>明显的相关_blank class=infotextkey>get=_blank class=infotextkey>关_blank class=infotextkey>get=_blank class=infotextkey>系,_blank class=infotextkey>get=_blank class=infotextkey>减持_blank class=infotextkey>get=_blank class=infotextkey>新规也从_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>政策_blank class=infotextkey>get=_blank class=infotextkey>上_blank class=infotextkey>get=_blank class=infotextkey>规范了_blank class=infotextkey>get=_blank class=infotextkey>减持节奏。_blank class=infotextkey>get=_blank class=infotextkey>限售股解禁潮对_blank class=infotextkey>get=_blank class=infotextkey>市场_blank class=infotextkey>get=_blank class=infotextkey>主要是_blank class=infotextkey>get=_blank class=infotextkey>短期_blank class=infotextkey>get=_blank class=infotextkey>心理层_blank class=infotextkey>面的_blank class=infotextkey>get=_blank class=infotextkey>影响,_blank class=infotextkey>不_blank class=infotextkey>get=_blank class=infotextkey>影响_blank class=infotextkey>get=_blank class=infotextkey>长期的_blank class=infotextkey>get=_blank class=infotextkey>市场_blank class=infotextkey>get=_blank class=infotextkey>趋势。就个股而言,_blank class=infotextkey>get=_blank class=infotextkey>投资者该_blank class=infotextkey>get=_blank class=infotextkey>如何来防范解禁_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>风险呢?

林辉平认为,_blank class=infotextkey>不同类别的_blank class=infotextkey>get=_blank class=infotextkey>限售对象_blank class=infotextkey>get=_blank class=infotextkey>减持_blank class=infotextkey>get=_blank class=infotextkey>意愿_blank class=infotextkey>不同,其持股解禁的_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>政策_blank class=infotextkey>get=_blank class=infotextkey>要求也_blank class=infotextkey>不同,_blank class=infotextkey>get=_blank class=infotextkey>需要从基本_blank class=infotextkey>面、_blank class=infotextkey>get=_blank class=infotextkey>估值、_blank class=infotextkey>get=_blank class=infotextkey>规模和目的等维度去评判,具_blank class=infotextkey>get=_blank class=infotextkey>有_blank class=infotextkey>get=_blank class=infotextkey>这些_blank class=infotextkey>特征的解禁股_blank class=infotextkey>get=_blank class=infotextkey>需要特别_blank class=infotextkey>get=_blank class=infotextkey>警惕:基本_blank class=infotextkey>面_blank class=infotextkey>不佳;_blank class=infotextkey>get=_blank class=infotextkey>股价_blank class=infotextkey>get=_blank class=infotextkey>大幅_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>上涨,_blank class=infotextkey>get=_blank class=infotextkey>估值偏离基本_blank class=infotextkey>面;解禁_blank class=infotextkey>get=_blank class=infotextkey>规模较_blank class=infotextkey>get=_blank class=infotextkey>大的品种;_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>公司_blank class=infotextkey>get=_blank class=infotextkey>治理_blank class=infotextkey>不佳,_blank class=infotextkey>get=_blank class=infotextkey>大股_blank class=infotextkey>get=_blank class=infotextkey>东_blank class=infotextkey>get=_blank class=infotextkey>清仓式_blank class=infotextkey>get=_blank class=infotextkey>减持。

“_blank class=infotextkey>get=_blank class=infotextkey>由于_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>信息_blank class=infotextkey>get=_blank class=infotextkey>天然_blank class=infotextkey>不对称,_blank class=infotextkey>get=_blank class=infotextkey>投资者在_blank class=infotextkey>get=_blank class=infotextkey>投资决策_blank class=infotextkey>时,首先_blank class=infotextkey>get=_blank class=infotextkey>需要_blank class=infotextkey>get=_blank class=infotextkey>研究_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>公司的_blank class=infotextkey>get=_blank class=infotextkey>治理结构,_blank class=infotextkey>get=_blank class=infotextkey>资产_blank class=infotextkey>get=_blank class=infotextkey>质量等,_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>重点_blank class=infotextkey>关注优质_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>公司;其次_blank class=infotextkey>get=_blank class=infotextkey>深入_blank class=infotextkey>get=_blank class=infotextkey>研究_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>上市_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>公司所处_blank class=infotextkey>get=_blank class=infotextkey>行业景气度,加_blank class=infotextkey>get=_blank class=infotextkey>大对_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>公司基本_blank class=infotextkey>面的_blank class=infotextkey>get=_blank class=infotextkey>理解,挖掘业绩_blank class=infotextkey>get=_blank class=infotextkey>突出的优质标的;_blank class=infotextkey>最后_blank class=infotextkey>get=_blank class=infotextkey>分析_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>上市_blank class=infotextkey>get=_blank 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class=infotextkey>get=_blank class=infotextkey>规模、目的、业绩和_blank class=infotextkey>get=_blank class=infotextkey>估值_blank class=infotextkey>get=_blank class=infotextkey>进行决策,做到规避_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>风险的_blank class=infotextkey>get=_blank class=infotextkey>同_blank class=infotextkey>时还_blank class=infotextkey>get=_blank class=infotextkey>可以把握_blank class=infotextkey>get=_blank class=infotextkey>投资_blank class=infotextkey>get=_blank class=infotextkey>机_blank class=infotextkey>get=_blank class=infotextkey>会。”林辉平进一步_blank class=infotextkey>get=_blank class=infotextkey>解释称。林辉平认为,在实际_blank class=infotextkey>get=_blank class=infotextkey>操作_blank class=infotextkey>get=_blank class=infotextkey>中,_blank class=infotextkey>get=_blank class=infotextkey>需要辩证看待_blank class=infotextkey>get=_blank class=infotextkey>限售股解禁,“虽然_blank class=infotextkey>get=_blank class=infotextkey>限售股解禁可能_blank class=infotextkey>get=_blank 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