The earliest eyes on the 2020 Niu Ji outlook released
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The Wind Information Public Offering Fund’s 2019 season report was released, and the fund manager’s strategic thinking for 2020 also surfaced.
Statistics on the ranking of funds in 2019 show that among the top 20 funds with annualized returns in 2019, 5 funds have a return rate of more than 100%.
Specifically, Guangfa’s dual engine upgrade, Guangfa’s innovation and upgrade, Guangfa’s diversified emerging are among the top three, and they are all the same fund manager.
The bullish allocation outlook is accompanied by the release of the public fund’s 2019 Four Seasons Report, and the aforementioned bullish positions and strategic outlook are also released.
The fund manager Liu Gezhen, who won the top performance in 2019, all the three quarterly reports of his three funds show that he continues to be optimistic about the technology growth industry.
Among them: 1. Analysis of GF Shuangqing’s upgrade of the Four Seasons Report. In the fourth quarter of 2019, A shares as a whole first suppressed and then rose, showing a V-shaped trend.
On the whole, the improved overseas environment and the expanding domestic compensation have provided a good macro environment for equity assets.
As for the investment target, due to the rapid growth of the fund size in the fourth quarter and the decline in portfolio positions, the portfolio structure still focuses on investing in technology and emerging growth industries that are less affected by economic fluctuations and policy disturbances.
2. Analysis of Guangfa Innovation and Upgrade’s Four Seasons Report. Although the A-share market fluctuated in the fourth quarter of 2019, considering that the technology growth industry maintains investment potential in the medium and long term, the fund’s position in the fourth quarter did not change much.
In terms of industry allocation, the Fund continued to focus on the allocation of growth industries such as pharmaceutical services and technological innovation, and increased the allocation of new energy industry chains.
3. Analysis of GF Diversified Emerging Four Seasons Report. Looking forward to 2020, the technology innovation industry is still one of the most determined directions. Some segments of the industry are expected to start accelerating from the first quarter of 2020. Therefore, the Fund ‘s portfolio positions in the fourth quarterThe adjustment is not big, maintaining the key configuration of the technology growth industry.
The analysis of Hua’an Media’s Internet Four Seasons Report shows that the report potentially benefits from over-provisioning around the 5G upstream and downstream industry chain, and clearly outperforms the benchmark.
Looking forward to 2020, the report indicates that in 2020, there is still much optimism for the recovery of the manufacturing industry.
5G, cloud computing, new energy vehicles and other industrial innovations are expected to continue to drive a modest recovery of the overall manufacturing industry. Under the replacement of the expected low demand in the industrial chain and the replacement of inventory levels, upstream raw material companies and midstream manufacturing leading companies may have restocking prices respectively.Pull and margin expansion.
From a cyclical perspective, the foundation captures opportunities for upstream and mid-tier companies in the manufacturing industry under the conditions of appropriate prices and capacity gaps.
At the same time, the fund will provide more objective content, apply the company’s Matthew effect and sustainable growth capabilities, and are committed to finding and actively deploying media. Computer software, leading companies that continue to provide high-quality applications and content for the new long technology cycle.
Yinhua Domestic Demand Select Four Seasons Report stated that during the shock in the fourth quarter, it continued to maintain the core allocation of agriculture and technology, and began to prepare for the allocation of pharmaceutical stocks and new energy stocks, and a small amount of experimental layout of the automotive industry.Some companies.
Looking forward to 2020, the report will continue to maintain a volatile market judgment.
The report said that it will diminish the exponential trend opportunities, that is, dilute the directional opportunities driven by investment sentiment, and focus on changes in industry and company fundamentals and the realization of market prices for such changes.
As a result, the operation means such as a significant change in positions will be gradually abandoned.
After a period of time, the foundation makes a judgment and makes a prudent assessment before deciding whether to adjust the investment behavior model.
The report said that in the first quarter of 2020, agriculture and technology will continue to be the core assets, and the pharmaceutical, new energy, home appliances, automotive, financial, nonferrous and other industries will be appropriately balanced.
Bank of Communications grew by 30, and Bank of Communications Economic New Power took the helm of fund manager and Guo Fei.
Both reports are reported. The report focuses on the allocation of new energy vehicles, innovative hardware, 5G, semiconductors, intelligent equipment, industrial information and other growth stocks, as well as some financial real estate blue chips.
Looking forward to the first quarter of 2020, the report stated that in the face of the contradiction between the logic of counterfeit economic replenishment inventory and the estimated cost of some growth assets, it was attempted to make the portfolio allocation more balanced.
In fact, it has become more and more clear that new applications and new forms of technology enabling various industries have gradually begun to emerge and even emerge.
Still firmly believe that the growth stocks represented by technology will be the most promising in 2020.
Galaxy Innovation Growth Four Seasons Report stated that the configuration is still in the TMT field, and the main investment directions are 5G, consumer electronics, semiconductors, cloud computing, financial informatization, security and controllability, and related to B software.
In addition, in the fourth quarter of 2019, the configuration of electronics was increased, mainly focusing on 5G, consumer electronics, and semiconductors.
According to the analysis of Nuoan’s growth quarterly report, in general, the macro environment tends to be loose. The industry itself has been driven by the electronics industry’s third-quarter report exceeding expectations, and the technology industry has grown overall.
Looking forward to 2020, the report believes that 2020 will be a series of long-term main lines. Under the macro-loose environment, the Shanghai Stock Exchange Index is expected to recover steadily in the future. The technology sector will move from the structural market of hardware electronics to 5G-related content and applicationsSoftware proliferation.
The report continued to maintain the optimistic attitude of follow-up science and technology. China-US trade eased in the broader environment. The Fourth Plenary Session focused on supporting science and technology. The 5G large cycle and domestically-produced alternatives have a high prosperity.
According to the Four Seasons Report, the flexible allocation of Bosi returns shows that in the fourth quarter of 2019, according to the changes in market risk appetite, maintain a high equity position and focus on consumer electronics, new energy vehicles, 5G post-cycle applications, and the main technological innovation directions of medicine and biology.Adhering to the absolute return-oriented and risk budget, we have achieved great ideal returns.
Looking forward to the first quarter of 2020, the report maintains a cautiously optimistic view, and the overall investment strategy is mainly balanced.
The report judges that a weak domestic macroeconomic recovery has begun. After the first phase of the Sino-US trade negotiations, the inventory-driven manufacturing 南京夜网 investment cycle will restart.
Economic new and old kinetic energy conversion will still be an important structural factor in 2020. In addition to semiconductors, high-end equipment and other hard-core technologies generally accepted in the market, new products, new applications and new business models related to 5G will be the focus of the market.
Industry scale, the report judges that the main logic of the growth of the equity market in 2020 is 5G terminals and their applications. Companies in the electronics, media, and Internet industries that benefit from 5G technology will become the focus of market attention. For individual stock budgets, the layout of Hengqiang, the leader in performance, will be continued, and the foundation of performance will be converted into a premium to support it.
Against the background of the era of economic new and old kinetic energy conversion, the report believes that the market style will continue to be biased towards growth, and hard-core technology companies that have mastered core technology competitiveness are still attractive investment tracks.
The summary of Niu Ji’s positions in the Guangfa Shuangqing Upgrade Four Seasons report shows that at the end of the reporting period, the list of the top ten stocks with open positions is as follows: GF Innovative Upgrade Four Seasons Report shows that at the end of the overnight report period, the list of the top ten stocks with open positions and the top ten stocks with positions are as follows:The media Internet Four Seasons report shows that at the end of the consecutive reporting period, the list of the top ten stock positions is as follows: The 30 Seasons report shows that as of the end of the reporting period, the list of the top ten stock positions is as follows:The list of stocks is as follows: The list of stocks is as follows: The Noon Growth Quarterly Report shows that at the end of the long-term reporting period, the list of the top ten stocks with positions is as follows: