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这一波牛市 陈光明的睿远基金踏空了!

2019-03-16     牛牛财经   来源:环球老虎财经网
文章摘要:  坊间投资有贯口:牛市中小创,熊市大白马。A股一直以来牛熊转换,向来也是损不足而奉有余。本轮行情中,绩差股再次成为市场炒作热点,而价值投资的估值仍然没有兑现。  就在这样的背景下,多家渠道悄然启动了睿远基金首只公募产品——睿远成长价值的发….

  坊fangjiantouziyouguankou:牛niushizhongxiaochuang,熊xiongshidabaimaA股yizhiyilainiuxiongzhuanhuan,向xianglaiyeshisunbuzuerfengyouyu。本benlunxingqingzhong,绩jichaguzaicichengweishichangchaozuoredian,而erjiazhitouzideguzhirengranmeiyouduixian

  就jiuzaizheyangdebeijingxia,多duojiaqudaoqiaoranqidongliaoruiyuanjijinshouzhigongmuchanpin——睿ruiyuanchengchangjiazhidefaxingyure。曾zengjingchuangxia7倍beiyejide“新xinyige”陈chenguangmingwuyizaicichengweijijinmaidian。然raner,本bencijijindanrenjijinjinglidequelingyouqiren

  早zaoqianruiyuanjijinchenglihoufaxingshougezhuanhuchanpinruiyuandongjianjiazhi,因yinchenguangmingqinziguashuai,得deyimuzibai亿yi,一yishijianchengweixiongshiweishubuduodeliangdian。然ranerzhijin,这zhegebeijiyuhouwangdezhuanhuchanpin,业yejiquedafupaoshudapan

  而erzaozai1月yue14日rijiuhuodeshoulideruiyuanchengchangjiazhihunhe,至zhijinhuanweichengliyunying,牛niuxiongzhuanhuanfengyunmoce,不buzhiqinengfoutazhunzuihourushidejihui

  陈chenguangmingjijinpaoshudapan

  2018年nian,在zaidongzhengziguangongzuoliaojin20年niandechenguangming,离likailaodongjiazilimenhu,成chengliliaoruiyuanjijinguanliyouxiangongsi,持chiguyue55%。除chuciyiwai,睿ruiyuanjijindezhenrongyepoweihaohua,汇huijuliaoduoweigongmulaojiang。原yuanxingquanjijinmingxingjijinjinglifupengboshidierdagudong,持chiyou32.51%的degufen,刘liuguifanghelinminfenbiechiyou7.5%和he4.99%的degufen

  陈chenguangmingzaidongzhengziguanrenzhiqijianqudeliaozhuoyuedechengji,其qijinqiguanlidedongfanghong4号hao,从cong2009年nianchenglidao2017年nianniandi,收shouyijin9倍bei

  2018年nian10月yue,证zhengjianhuigonggaohezhunsheliruiyuanjijinguanliyouxiangongsi,其qiyeyiweizhuoruiyuanjijinzhengshichengweigongmujijindeyiyuan

  2018年nian12月yue,陈chenguangmingchengliliaozhuanhujijin——睿ruiyuandongjianjiazhiyijiruiyuanruijianlianggexilie,根genjumeitibaodao,睿ruiyuandongjianjiazhiyiqimuzizaibai亿yiyishang

  从congsimupaipaiwangdeyejilaikan,截jiezhi2月yuemo,该gaijijinchengliyilaishouyiwei8.28%,而ertongqi沪深300dezhangfuwei21.88%,睿ruiyuandongjianjiazhixianranpaoshuliaodapan

  作zuoweigongmujijinjingli,价jiazhitouzidelinianyijingshenruchenguangmingdegusui。此ciqian,其qizaicanjiazhaoshangyinxingjubandeluntanbingfabiaoliaomingwei《坚jianshoujiazhitouzizuoshijiandepengyou》主zhutiyanjiangshibiaoshi,做zuojiazhitouziderenzaidigushiyaoxiangxinjunzhihuigui,保baochiduichuntiandexiangwang

  根genjudongfangcaifuchoice数shujuxianshi,汇huizonggongmujijinchicangshuju,公gongmujijinhejiqianshidazhongcanggufenbieweizhongguopingan、万wankeA、格gelidianqi、贵guizhoumaotai、长changchungaoxin、招zhaoshangyinxing、伊yiligufen、恒hengruiyiyao、农nongyeyinxinghegongshangyinxing

  自zi2019年nian1月yue31日rishoupanzhi3月yue7日rishoupanshangzhengzhishucong2584.57点dianshengzhi3106.42点dian,涨zhangfugaoda20.19%。同tongqi,中zhongguopingancong62.98元yuanshengzhi70.29元yuan,涨zhangfuzhiyou11.61%;格gelidianqicong41.19元yuanshengzhi45.74元yuan,涨zhangfuyezhiyou11.05%,其qitabaimagubiaoxianjunbushenlixiang

  可kejian,公gongmujijinrengjiupianzhongyulanchoubaima。而eryouyuzijinliangjuda,调diaocangjiezouhuanman,睿ruiyuandongjianjiazhiyuanxunyudapansihuyekeyiyujian

  新xinjijinhuichengweiniushijiepanxiame

  睿ruiyuanjijindexinjijinmuqianyijingzaizaoshizhong,多duojiaqudaoqiaoranqidongliaoruiyuanjijinshouzhigongmuchanpin——睿ruiyuanchengchangjiazhidefaxingyure。根genjugongkaiziliaoxianshi,睿ruiyuanchengchangjiazhihunhejijinnirendejijinjingliweifupengbo

  有youyisideshi,睿ruiyuanjijinchenglizhishi,傅fupengbozengrengongsidedongshichang。而erzaijinnian1月yuefen,睿ruiyuanjijinfabuliaogenghuandongshichangdegonggao,傅fupengbocongdongshichangdegangweiliren,成chengweigongsidefuzongjingli,而erliuguifangchengweigongsidedongshichang。傅fupengbolirendongshichangdeyuanyinlanxianshishiyingongsiyewufazhanxuyao

  如rujinkanlai,显xianranshizaiweiruiyuanchengchangjiazhizuopudian。根genjuxiangguanguidingjijingongsidongshichangbunengdanrenjijinjingli

  公gongkaiziliaoxianshi,傅fupengboyeshijijinyedelaobing。其qizhiyeshengyapoweifengfu,早zaonianqizengzaishanghaicaijingdaxuedangguojingjiguanlixijiangshi,后houzhishenyinwanguozhengquandanrenqiyerongzibujingli,随suihouchoubandongfangzhengquangufenyouxiangongsizichanguanlibu,并bingdanrenfuzerenyizhi

  而erqizhixingquanjijinrenzhijijinjinglishi,已yijing40多duosui,相xiangjiaoyuqitajijinjingli,这zheyicongyeshijianbingbusuanzao

  而erzongjiefupengbodetouzifenggekeyikanchu,其qiyuchenguangmingyiyang,偏pianlanchoubaimagu,并bingqiechiguzhouqijiaochang。统tongjixianshi,能nenggoujinruqiqianshidazhongcanggudegegu,多duonianhejibuguo70只zhi,且qieduozhizhongcangguchigushijianchaoguoliangnian

  而ercongguanlidejijinlishiyejilaikan,傅fupengbozainiushidebiaoxianjiaoweiputong

  以yiqiguanlishijianzuichangdexingquanshehuizerenlaikan,根genjutiantianjijinxianshi,自zi2014年nianzhi2018年nian,兴xingquanshehuizerenjijinsanciyejibiaoxiandiyutongleijijinbiaoxian(傅fupengbozai2018年nian3月yuelizhixingquanshehuizeren)。而erzai2014年niandezhongxiaochuangxingqingxia,兴xingquanshehuizerenjijinquanmianyejijinweiyiban,在zai611只zhijijinzhongpaiming425名ming

  而erqizengduanzanguanliliaoyiniandeduodelingyizhijijin——兴xingquan绿lvsetouzihunhe,2012年nianzhangfuwei1.44%,在zaitonglei459只zhijijinzhong,排paimingjin329名ming

  坊fangjianchuanwen,傅fupengboweirendidiao,不buyuanjieshoucai访fang,傅fupengbotouziwangwangxihuanyoucejiaoyi(即jiyuqibufenduixianzhihoucaijinxingmairu),在zaixingqingyanyichuqibuyizhuozhujihui

  睿ruiyuantuochangshijianweiguixuanchuan?代daijiaqueshicuoguoniushi

  牛niushijihuishaozongjishi,睿ruiyuanchanpinxuanchuanxujiuqueweihuotongguo,或huoxucunzaiyinhuan

  睿ruiyuanjiazhichengchangyi“价jiazhichengchang”为weiming,推tuiceqiweipianguxinghunhejijin。而ergenjuchuantonggongmupianguxinghunhejijindehetong,其qichigubiliyibanbudiyu50%,持chigufanweicong50%~90%。

  而ergenjujijinguanlishijian,监jianguancengyibanyaoqiujijinzaiyidingshijianneitishengchicangliangzhiyuedingshuiping

  此ciciruiyuanjijinshoufadegongmujijinzaoshiyepoda。近jinri,有youtouzirenbaoliaocheng,其qilaodongjiadongfangzhengquanlituigaijijin,甚shenzhibuxiweiguiyongzhuanhuyejiquxuanchuan

  在zaishexianweiguixuanfadexinxizhong,如rucimiaoshu:“去qunian12月yuechenguangmingfaxingderuiyuanzhuanhujijinyoushouyila!两lianggeduoyue,收shouyiyida6%+,没meiyoumaidaodekehubuyongzhuoji,睿ruiyuanshouzhigongmujijinjiangnizai3月yuezhongxunfaxing。”

  且qiebushuo,睿ruiyuandezhuanhujijinchenglijinwei3个geduoyue,远yuanluohouyudapan。而eryizhuanhuchanpindeyejiweigongmujijindexuanchuanshifouhegui

  事shishishang,睿ruiyuanchengchangjiazhiyu1月yue14日rihuodeshouli,一yibanqingkuangxia20个gegongzuori,便biannenghuozhunzhuce。不buguorujinyiguolianggeyue,睿ruiyuanchengchangjiazhihuanweiyouhuopizhucedexiaoxi,更gengbuzhiheshinengtourufaxing

  这zheyerangciqianruiyuanjijinshengshihaodadezaoshixingweixianruliaogangazhidi

  而erzairuiyuanchengchangjiazhichichiweihuopidetongshi,A股guzai2月yuejinliaobaozhang,上shangzhengzhishucong2月yuechude2590点dianyiduzhangzhi3129点dian,涨zhangfuwei20.81%。而erjinjigejiaoyiri,大dapansihuyijingjinruliaohuidiaoqi

  不budebushuo,睿ruiyuanchengchangjiazhiyijingyucibodazhangxingqingshizhijiaobi

(文wenzhanglaiyuan:环huanqiulaohucaijingwang

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