Fund fell to hot search again!The reason for the decline was found!

Our reporter Wang Siwen today, A shares reproduced and adjusted, and the topic of "stock market" and "fund" did not take a long time to the hot search list. As of the closing of September 15, the Shanghai Stock Exchange Index fell 1.16%, the Shenzhen Stock Exchange Index fell more than 2%, the GEM Index and the Science and Technology 50 Index fell more than 3%. The 4162 companies in the two cities fell, and only 677 companies rose. In terms of sectors, a significant adjustment of the large -scale increase in the early period has emerged. Among them, the concepts of photovoltaic, wind power, energy storage, and lithium battery have fallen sharply, and semiconductors, colors, automobiles, chemicals, gas, oil, electricity and other sectors are weak. However, it is worth noting that real estate, banks, coal, insurance and other sectors have risen against the market. What caused market plunge? How does the subsequent market look at? "Securities Daily" reporter interviewed many fund companies such as Huaxia, South, Yinhua, Puyin Ansheng, Shangtou JP Morgan, Wanjia, Minsheng Canada, Chuangjin Hexin, Dacheng, West Licer, Hang Seng Qianhai and other funds. The stock market has been greatly adjusted to rapidly interpret it and analyzes the investment opportunities in the market. They have stated that the market is significantly adjusted, mainly the result of the common role of a series of factors at home and abroad. The short -term market may still maintain a fluctuation trend, but the value of medium- and long -term investment has been available. The market has a lot of understanding of external news in the field of new energy. On September 15th, the market is most concerned about the growth of the growth track, especially in the field of new energy, the deepest decline in photovoltaic fell. Many fund companies believe that the main reason is that the impact of external incidents has caused overall pressure on the prosperity track. Talking about the cause of a sharp decline in the photovoltaic sector today, Xie Jun, the investment manager of the Hang Seng -Haixi Fund, told reporters that "the market is worried that domestic photovoltaic components will be affected by local administrative orders. In addition Supply release is slightly lower than expected. The market is worried about the short -term supply and long -term demand of photovoltaic photovoltaic. "On the whole, the new energy sector leading decline is mainly due to changes in market risk appetite caused by external policies, which has triggered the new energy export industry chain chain Worries. "From the actual situation, we believe that the market has many misunderstandings." Huaxia Fund emphasized to reporters that "external policies have not excluded China's supply chain. For enterprises, to reshape the supply chain in order to meet the subsidy standards, it is to reshape the supply chain, and the supply chain is reshaped. Instead, it is not worth it. In addition, regarding the decourse of the European photovoltaic industry chain, the European Commission did not list the countries and regions involved, and the proposal will be officially implemented after 24 months. , But the development of its local industrial chain still takes a long time, and one -size -fits -all -cut decircation does not meet the reality of its energy crisis at all, so there is almost no substantial impact in the short period of medium and short -term. "Fund companies generally believe that the growth circuit has rebounded from a low point to the current accumulation of accumulation. There are no small gains, a large rebound, a faster speed, and a high degree of prosperity in the transaction structure, which is too crowded in the short term, and the transaction accounts for relatively high transactions. Extracted the overall fluctuation amplitude of the market. "But the investment and demand of growth stocks and demand, performance, and valuation income ratio are more closely related. There will still be opportunities for exceeding expectations next year. It is difficult to stand on the logic that is thoroughly emptied." Huaxia Fund said. From a macro perspective, the Western Profit Fund believes that the external environment is uncertain, and the US CPI is still high in August. Macro factors such as the repeated epidemic situation in some regions of the country, the real estate sales data has not yet stabilized, and the economic factors still undergoing pressure under the speed of exports are also the reason for the current market adjustment. There is no systemic downward risk in the market. The medium -term investment value is being nurtured by the fund company that the market may have some pressure in the short term. The main contradictions in the A -share market. "The Shanghai Investment Morgan Fund analyzed that without systemic risk, the A -share market will continue to be in the framework with liquidity as the main driving force, with the asset valuation. But the value of the medium and long -term investment is breeding. Wanjia Fund told reporters, "The stable growth policy is expected to continue to work hard. From the perspective of domestic, financial data in August is stable but widely used in vitality, and liquidity is still abundant. The efforts of employment policies are regaining the trend. In terms of the capital market, the liquidity of the stock market is expected to maintain reasonable and abundant. We have been optimistic about the value of high -quality asset investment in A -share for a long time. " Essence "In the short term, the market structure has been adjusted between growth and value, and the phased bias is balanced. In the long run, considering policy implementation efficiency and domestic economic toughness, continue to pay attention to steadily growing main offline real estate and real estate chains, and continuous high prosperity The high -end manufacturing hard fields such as military industry, new energy, semiconductor, and the consumption sector after the epidemic recovery. "Judging from the current A -share valuation level and history similar to history, Wang Jing, chief strategy analyst of Chuangjinhexin Fund, said," Zhongzhong said, "Zhongzhong The long -term market potential returns and winning rates are at a high level, and some risks have been released in the short -term irrational decline. Therefore, we do not think that the A -share market has a large systemic risk. It is recommended that investors look at short -term fluctuations and do it according to their own risk tolerance capabilities. Good funds arrangement.

"Dacheng Fund also emphasized that the market has no systematic downward risk, and analyzes from the market trend research and judgment that the probability of the short -term A -share market's horizontal vibration is greater. In addition, the fund company believes that the market style has begun to show signs." The real estate field is in the real estate field. Various positive measures are introduced frequently, so the low -value and high dividend style performance has obviously won the market. At present, it is still recommended that low -level macro -pessimistic expected slow releases. industry. The growth style of weakness may continue for a period of time. In the short term, it is not afraid of adjustment. After the valuation of the new energy sector is digested, you can choose to configure it. "Dacheng Fund told reporters. In terms of industry configuration, Minsheng and Silver Fund claimed that they could pay attention to" silver housing power construction ". First, the" construction chain ". In the first half of this year, the infrastructure project was put on a large amount. The growth rate is obviously rebounded, and the volume of infrastructure launch may often usher in a round of construction during the September-December of that year. The construction growth may be expected to rise. ". With the launch of the policy of justice and the need for improvement in the early stage, and the launch of the demand for improvement, and the lowered LPR interest rate, the recent real estate sales have improved in the background of the low base of last year. In the next few months The above may help the marginal improvement of real estate completion and post -real estate consumption. In addition, the prices of commodities have fallen significantly, the cost end improves, and the performance of the real estate completion chain may improve margin. At present, the growth rate of social financing has significantly improved or the bank sector. The fourth is the power sector. As the price of commodity commodity is topped, the energy price has entered the decline channel, and the cost end of the power company's cost is significantly relieved. In the long run, with the advancement of the reform of the power market, the electricity price gradually achieved marketization, and the thermal power periodicity may be weakened and returned to the public cause attributes. Configure the underestimated value sector. In the middle and long term, high -end manufacturing and dual carbon strategies are still a high degree of prosperity. After the valuation is digested, the high prosperity sub -track will be preferred next year as the main line. In the end, since the birth of its own fund industry, public funds have always adhered to the concept of "entrusted by people, financial management on behalf of people". The products cover a variety of basic assets such as bonds, stocks, goods, futures, and REITs. There are also global asset allocation, which provides investors with diverse financial needs of different risk preferences, the scale of different assets, and different periods. It is professional, transparent, and inclusive. Investors can indirectly participate in investment in the capital market through the fund to share the results of economic development. This is an important advantage of public offering. "Xie Jun told reporters. From the perspective of long -term performance, the long -term excess revenue of China's public funds is also very significant. The investment concept of value investment and long -term investment in public funds will help investors to form a correct concept of investment and wealth management, forming positive positive positive positive To a virtuous cycle. So, what should investors do in response to market fluctuations? Xie Jun, an investment manager of Hang Seng -Hangshenghai Fund, put forward three suggestions: First, fund investment should not have a short -term richer mentality, let alone chase and kill. Funds. Fund. It is a tool for long -term investment. It can create a reasonable return through scientific investment. It cannot be impatiently expecting investment funds to "get rich overnight", otherwise it may lead to irrational investment behavior. Second Public fund products can bring good returns in the long -term investment process. Although there will also be fluctuations and retracements in the unfavorable market environment, through professional risk control and investment management, funds are more likely to achieve investment through bulls and bears investment. Return. Investors should attach importance to the effect of "compound profit", long -term investment in fund products with stable returns to achieve wealth growth and accumulation. Third, independent thinking and reverse investment are very important. Calm, relax your mindset, and face the short -term adjustment of the market. From a historical point of view, plunge is often the time to enter the market with better investment. In addition, the fund can create long -term benefits for investors. So don't care too much about short -term fluctuations, look at the decline rationally. Picture | Site Cool Hero Bao Map Network Production | Zhu Lingzi Audit | Edit of Wu Shan | Bai Baoyu Final Trial | Zhang Ye

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