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必发彩票安全吗:Large consumer prices are fierce

时间:2018/6/11 19:39:02  作者:  来源:  浏览:0  评论:0
内容摘要: \n? In the context of the buoyant consumer market, a number offund companies, , are intensively applying for consumer theme funds and want ...

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In the context of the buoyant consumer market, a number of fund companies, , are intensively applying for consumer theme funds and want to take advantage of the situation. People in the industry believe that in the second quarter, consumer stocks have gained momentum and major fund companies have followed suit. Actively issuing products at this time can not only take advantage of the layout, but also be easily recognized by investors. It also reflects that fund companies are optimistic about the potential of consumer concept stocks in the second half of this year.

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7_89456_9_65473_Since the beginning of the month, 5 consumer theme funds have been declared

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In the past May, the consumer sector broke out. As of June 8, in just over a month, the food and beverage sector in Yanjin shop , 1000 Wo flavor industry rose more than 40%, Haixin food , Zhujiang Beer , Today's margin and other stocks rose more than 30%.

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Affected by this, the performance of consumer theme funds soared. The average yield of 86 consumer theme funds in May reached 3.55%, of which 76 funds had positive returns, accounting for 88.37% of the total. In the same period, the Shanghai Composite Index rose only 0.43%.

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In this context, many fund companies have intensively applied for consumer theme funds. The second quarter has not yet ended, and the number of consumer theme funds declared by the fund companies has far exceeded the sum of the first quarter. From April to now, at least five fund companies have applied for five consumer theme funds, which are urban consumption theme hybrid type of the Oriental Fund , Qianhai Open Source MSCI China A Share Consumption index type , Gold The fund's consumer upgrade stock-initiative model, Yuanxin Yongfeng's consumer theme hybrid model, Wells Fargo Fund's consumption upgrade hybrid model . In stark contrast to this, only two fund companies declared two consumer theme funds in the first quarter.

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From the fund name point of view, the second quarter of consumer theme funds reported, except for a MSCI-themed fund is a passive configuration fund, the rest of the products should be active management.

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Consumer White Horse is expected to step out of the bull market

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Of course, major fund companies are actively deploying consumer theme funds at this time is also the potential of the second half of the year.

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Yang Delong, the chief economist of Qianhai Open Source Fund, was not surprised that the consumption of white horses and household appliances and other white horse stocks led the recent gains. “I have always emphasized the investment opportunities for white horse stocks. This is not a one-year or two-year opportunity. With the gradual maturity of the A-share market, it may be an investment opportunity that lasts from three to five years.”

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Yang Delong believes that from the perspective of economic fundamentals, after the transformation and upgrading of economic structure in recent years, consumption has replaced investment and exports, and has become the most important force for economic growth. The investment opportunities brought about by consumption expansion will inevitably become the mainstream investment opportunities in the market. Whether it is high-end consumer goods that benefit from consumption upgrades or fast-moving consumer goods that benefit from the growth in total consumption, there will be relatively good performance growth.

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In addition, the consumer stocks are characterized by relatively stable earnings growth and are not affected by the economic cycle. Whether the economic cycle is up or down, people's demand for consumption fluctuates very little. At the same time, China has the largest population in the world and also has the largest consumer market in the world. The growth in the performance of consumer companies is the most certain opportunity.

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Li Wei, general manager of GF Consumer Funds, said that after the rise in the past two years, some stocks in the consumer sector have seen large gains and valuations have improved significantly, but the overall valuation of the consumer industry is still in a more reasonable state. In the long run, the new consumption upgrade cycle has only just begun, investment opportunities will continue to emerge, and the target selection needs to pay more attention to the match between valuation and profitability.


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