本周五,_blank class=infotextkey>get=_blank class=infotextkey>上证_blank class=infotextkey>get=_blank class=infotextkey>指数_blank class=infotextkey>收报_blank class=infotextkey>3004.94点,跌幅为0.40%。
_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金训练营组_blank class=infotextkey>合_blank class=infotextkey>第51周战绩_blank class=infotextkey>get=_blank class=infotextkey>出炉:
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_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>今年4月份,_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金训练营_blank class=infotextkey>get=_blank class=infotextkey>正式_blank class=infotextkey>get=_blank class=infotextkey>开启,5_blank class=infotextkey>get=_blank class=infotextkey>万实盘领投,9月份_blank class=infotextkey>get=_blank class=infotextkey>考虑到_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>大盘_blank class=infotextkey>get=_blank class=infotextkey>仍在低位,实盘总仓位_blank class=infotextkey>get=_blank class=infotextkey>升级到_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>10_blank class=infotextkey>get=_blank class=infotextkey>万元,_blank class=infotextkey>get=_blank class=infotextkey>目前仓位45%左右。
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但_blank class=infotextkey>get=_blank class=infotextkey>其实_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>大盘_blank class=infotextkey>3000点_blank class=infotextkey>_blank class=infotextkey>不是_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>重点,_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>重点是看手里的_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金_blank class=infotextkey>get=_blank class=infotextkey>如何,只_blank class=infotextkey>get=_blank class=infotextkey>有_blank class=infotextkey>优秀的_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金_blank class=infotextkey>get=_blank class=infotextkey>长期看才_blank class=infotextkey>get=_blank class=infotextkey>会_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>不断创出_blank class=infotextkey>get=_blank class=infotextkey>新_blank class=infotextkey>get=_blank class=infotextkey>高,
菜基组_blank class=infotextkey>合里的_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金,_blank class=infotextkey>get=_blank class=infotextkey>现在_blank class=infotextkey>get=_blank class=infotextkey>大_blank class=infotextkey>get=_blank class=infotextkey>多已经_blank class=infotextkey>get=_blank class=infotextkey>超过或者达到4月份_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>大盘_blank class=infotextkey>3_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>200点的_blank class=infotextkey>get=_blank class=infotextkey>位置,举个例_blank class=infotextkey>get=_blank class=infotextkey>子,比如建_blank class=infotextkey>get=_blank class=infotextkey>信_blank class=infotextkey>get=_blank class=infotextkey>深证基本_blank class=infotextkey>面_blank class=infotextkey>get=_blank class=infotextkey>60_blank class=infotextkey>get=_blank class=infotextkey>指数_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金(5_blank class=infotextkey>30015):
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反观菜基_blank class=infotextkey>get=_blank class=infotextkey>之前_blank class=infotextkey>get=_blank class=infotextkey>放弃的_blank class=infotextkey>get=_blank class=infotextkey>中证500,_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>最_blank class=infotextkey>近虽然反弹了_blank class=infotextkey>不_blank class=infotextkey>get=_blank class=infotextkey>少,但还在坑里躺着呢,_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>深圳.fan_blank class=infotextkey>g558.com/shajin_blank class=infotextkey>g/ tar_blank class=infotextkey>get=_blank class=infotextkey>沙井_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>小_blank class=infotextkey>get=_blank class=infotextkey>产权_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>强_blank class=infotextkey>get=_blank class=infotextkey>拆,这样的_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金_blank class=infotextkey>get=_blank class=infotextkey>现在就_blank class=infotextkey>get=_blank class=infotextkey>可以卖出换_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金了,_blank class=infotextkey>get=_blank class=infotextkey>具_blank class=infotextkey>get=_blank class=infotextkey>体_blank class=infotextkey>原因菜基_blank class=infotextkey>get=_blank class=infotextkey>之前在_blank class=infotextkey>get=_blank class=infotextkey>“臃肿的_blank class=infotextkey>get=_blank class=infotextkey>中证500,拜拜了!_blank class=infotextkey>get=_blank class=infotextkey>”这篇文章_blank class=infotextkey>get=_blank class=infotextkey>中_blank class=infotextkey>get=_blank class=infotextkey>有_blank class=infotextkey>get=_blank class=infotextkey>介绍过。
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说完持_blank class=infotextkey>get=_blank class=infotextkey>有的_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金之后,_blank class=infotextkey>get=_blank class=infotextkey>我们_blank class=infotextkey>get=_blank class=infotextkey>再来聊聊接_blank class=infotextkey>get=_blank class=infotextkey>下来_blank class=infotextkey>应该_blank class=infotextkey>get=_blank class=infotextkey>如何_blank class=infotextkey>get=_blank class=infotextkey>操作,本周前两天_blank class=infotextkey>get=_blank class=infotextkey>大涨的_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>时候,菜基_blank class=infotextkey>get=_blank class=infotextkey>能够感_blank class=infotextkey>get=_blank class=infotextkey>受到_blank class=infotextkey>get=_blank class=infotextkey>投入_blank class=infotextkey>get=_blank class=infotextkey>资_blank class=infotextkey>get=_blank class=infotextkey>金_blank class=infotextkey>get=_blank class=infotextkey>少的菜友很焦虑呀,_blank class=infotextkey>get=_blank class=infotextkey>没满仓就感觉错过了1个亿,但是后_blank class=infotextkey>面_blank class=infotextkey>get=_blank class=infotextkey>回调之后,_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>大家估计就冷静_blank class=infotextkey>get=_blank class=infotextkey>下_blank class=infotextkey>get=_blank class=infotextkey>来了。
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_blank class=infotextkey>get=_blank class=infotextkey>中证_blank class=infotextkey>get=_blank class=infotextkey>消费_blank class=infotextkey>get=_blank class=infotextkey>选取的是沪_blank class=infotextkey>get=_blank class=infotextkey>深_blank class=infotextkey>300+_blank class=infotextkey>get=_blank class=infotextkey>中证500里_blank class=infotextkey>面的必需_blank class=infotextkey>get=_blank class=infotextkey>消费_blank class=infotextkey>get=_blank class=infotextkey>行业的_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>公司,_blank class=infotextkey>get=_blank class=infotextkey>中证医药和_blank class=infotextkey>get=_blank class=infotextkey>中证_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>信息同理。
_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>今年_blank class=infotextkey>get=_blank class=infotextkey>大涨的_blank class=infotextkey>get=_blank class=infotextkey>消费、医药、_blank class=infotextkey>get=_blank class=infotextkey>科技_blank class=infotextkey>get=_blank class=infotextkey>目前的_blank class=infotextkey>get=_blank class=infotextkey>估值已经处于_blank class=infotextkey>历史_blank class=infotextkey>get=_blank class=infotextkey>高位。_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>最_blank class=infotextkey>近医药、_blank class=infotextkey>get=_blank class=infotextkey>消费的_blank class=infotextkey>get=_blank class=infotextkey>走势_blank class=infotextkey>get=_blank class=infotextkey>大幅_blank class=infotextkey>get=_blank class=infotextkey>跑输沪_blank class=infotextkey>get=_blank class=infotextkey>深_blank class=infotextkey>300,_blank class=infotextkey>get=_blank class=infotextkey>就是因为本_blank class=infotextkey>get=_blank class=infotextkey>身_blank class=infotextkey>get=_blank class=infotextkey>估值太_blank class=infotextkey>get=_blank class=infotextkey>高,在_blank class=infotextkey>get=_blank class=infotextkey>市场_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>风险偏好_blank class=infotextkey>get=_blank class=infotextkey>提升的_blank class=infotextkey>get=_blank class=infotextkey>情况_blank class=infotextkey>get=_blank class=infotextkey>下,抱团_blank class=infotextkey>get=_blank class=infotextkey>资_blank class=infotextkey>get=_blank class=infotextkey>金开始挖掘前期跌的_blank class=infotextkey>get=_blank class=infotextkey>比较_blank class=infotextkey>get=_blank class=infotextkey>多的板块,比如_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>金融、_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产、传媒等。
虽然_blank class=infotextkey>get=_blank class=infotextkey>消费、医药_blank class=infotextkey>get=_blank class=infotextkey>长期看好,但是_blank class=infotextkey>get=_blank class=infotextkey>现在_blank class=infotextkey>应该是减仓卖出_blank class=infotextkey>get=_blank class=infotextkey>一些的。至于_blank class=infotextkey>get=_blank class=infotextkey>科技类_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金_blank class=infotextkey>get=_blank class=infotextkey>现在也已经_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>有点过热了,同样_blank class=infotextkey>get=_blank class=infotextkey>可以减仓。
_blank class=infotextkey>get=_blank class=infotextkey>我们_blank class=infotextkey>get=_blank class=infotextkey>还是来看_blank class=infotextkey>get=_blank class=infotextkey>几个_blank class=infotextkey>get=_blank class=infotextkey>指数_blank class=infotextkey>get=_blank class=infotextkey>目前的_blank class=infotextkey>get=_blank class=infotextkey>估值_blank class=infotextkey>get=_blank class=infotextkey>情况:
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_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>金融、_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产_blank class=infotextkey>get=_blank class=infotextkey>行业因为盈利受_blank class=infotextkey>get=_blank class=infotextkey>经_blank class=infotextkey>济周期_blank class=infotextkey>get=_blank class=infotextkey>影响较_blank class=infotextkey>get=_blank class=infotextkey>大,所以_blank class=infotextkey>get=_blank class=infotextkey>适_blank class=infotextkey>合用市净率_blank class=infotextkey>get=_blank class=infotextkey>估值,_blank class=infotextkey>get=_blank class=infotextkey>可以看到_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>金融、_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>目前的_blank class=infotextkey>get=_blank class=infotextkey>估值均处于_blank class=infotextkey>历史低位,这也是_blank class=infotextkey>get=_blank class=infotextkey>目前_blank class=infotextkey>get=_blank class=infotextkey>资_blank class=infotextkey>get=_blank class=infotextkey>金_blank class=infotextkey>青睐这两个_blank class=infotextkey>get=_blank class=infotextkey>行业的_blank class=infotextkey>原因。
这两个_blank class=infotextkey>get=_blank class=infotextkey>行业同质化_blank class=infotextkey>get=_blank class=infotextkey>比较_blank class=infotextkey>get=_blank class=infotextkey>严_blank class=infotextkey>get=_blank class=infotextkey>重,_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>龙_blank class=infotextkey>get=_blank class=infotextkey>头相比_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>平均_blank class=infotextkey>get=_blank class=infotextkey>水平容易_blank class=infotextkey>获得_blank class=infotextkey>get=_blank class=infotextkey>超额_blank class=infotextkey>收益,因此_blank class=infotextkey>get=_blank class=infotextkey>可以_blank class=infotextkey>get=_blank class=infotextkey>考虑用主动型_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金_blank class=infotextkey>get=_blank class=infotextkey>代替_blank class=infotextkey>get=_blank class=infotextkey>指数_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金,借助_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金_blank class=infotextkey>get=_blank class=infotextkey>经理的_blank class=infotextkey>get=_blank class=infotextkey>选股能力_blank class=infotextkey>获得更_blank class=infotextkey>get=_blank class=infotextkey>好的_blank class=infotextkey>收益。
_blank class=infotextkey>get=_blank class=infotextkey>然后_blank class=infotextkey>get=_blank class=infotextkey>我们就_blank class=infotextkey>get=_blank class=infotextkey>可以查找这两个_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>中_blank class=infotextkey>优秀的主动型_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金:
_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>金融_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产_blank class=infotextkey>get=_blank class=infotextkey>主题_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金里_blank class=infotextkey>面,_blank class=infotextkey>近_blank class=infotextkey>_blank class=infotextkey>3年_blank class=infotextkey>收益_blank class=infotextkey>最_blank class=infotextkey>get=_blank class=infotextkey>好的是工银_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>金融_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产混_blank class=infotextkey>合_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金(000_blank class=infotextkey>get=_blank class=infotextkey>251),_blank class=infotextkey>近_blank class=infotextkey>_blank class=infotextkey>3年_blank class=infotextkey>收益为50.9_blank class=infotextkey>3%。
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_blank class=infotextkey>近_blank class=infotextkey>get=_blank class=infotextkey>2年_blank class=infotextkey>收益_blank class=infotextkey>最_blank class=infotextkey>get=_blank class=infotextkey>好的是_blank class=infotextkey>get=_blank class=infotextkey>中银_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>金融_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产混_blank class=infotextkey>合(004871),_blank class=infotextkey>近_blank class=infotextkey>get=_blank class=infotextkey>2年_blank class=infotextkey>收益为_blank class=infotextkey>get=_blank class=infotextkey>21.47%,略_blank class=infotextkey>get=_blank class=infotextkey>高于工银_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>金融_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产混_blank class=infotextkey>合的18.78%。
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_blank class=infotextkey>get=_blank class=infotextkey>我们分年份看_blank class=infotextkey>get=_blank class=infotextkey>下这两只_blank class=infotextkey>get=_blank class=infotextkey>基_blank class=infotextkey>get=_blank class=infotextkey>金的_blank class=infotextkey>收益_blank class=infotextkey>get=_blank class=infotextkey>情况:
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