Editorial Department of this journal |Wang Fei
On February 26, the high-spirited A-shares went out, of which as of **, the Shanghai Index rarely turned green, and the "Jiulianyang" that the market was looking forward to did not shine into reality. As a result, the cultivation of A-share "Jiuyang Divine Skill" failed. However, for the loss of A-shares, most of the market's views are not pessimistic, such as industry insiders pointed out that it is now the stage of washing, and you can increase your position on dips.
According to the latest position data, some well-known investors are increasing their layout, in order not to miss this feast, such as Zhu Shaoxing. And judging from Zhu Shaoxing's latest position list, many of them are popular stocks in the recent market.
liThe Shanghai index "Nine Lianyang" failed
Is there still a play in the bull market?
As of February 26**, the Shanghai Composite Index rarely closed down, and therefore, the "Nine Lianyang" that the market was looking forward to did not shine into reality. However, for the trend of A-shares, many financial influencers are not pessimistic. For example, a financial big V publicly pointed out on Weibo, "At present, the index needs to be sorted out." ”
There are also financial big V who said, "(3000 points) This position is an important watershed, and it is normal to step back on the wash as a relay here." "Another round of breakthrough above 3,000 points is inevitable! Key sectors can increase their positions on dips to make better preparations for the next breakout**. The financial big V said.
As for the "bullish" market outlook of the A** market, many professional institutions or people in the market have long expected it.
For example, from February 14th to 16th, the Hong Kong stock market opened and recorded a continuous **, Yang Delong, managing director and chief economist of Qianhai Open Source**, said, "Investors are also expected to win back a game in the Year of the Dragon and make a beautiful turnaround." ”
In the Year of the Dragon, with the expected increase in economic recovery and the increase in policies to stabilize economic growth, A-shares and Hong Kong stocks are expected to launch a structural bull market**, and the market's money-making effect is also expected to be much better than that of the Year of the Rabbit. Yang Delong said. In this regard, we have published "A shares have a stable start! "Super Bull Scatter" Ge Weidong "withheld" at the bottom of the market, while Zhao Jianping and Zhong Baoshen increased their positions against the trend! 》
Zhu Shaoxing joined the long camp
One new heavy position
Zhu Shaoxing is also a member of the expected A** field or will be "bullish".
For example, in the 2023 quarterly report disclosed by Wells Fargo Tianhui Select Growth on January 22, Zhu Shaoxing said, "As far as the macro and micro indicators we currently observe, most of them do support market participants to make a more pessimistic conclusion." But if we take a longer-term view, we should be convinced that the positives will eventually come into play. At present, the overall valuation of the A** market is in a very attractive position in the long cycle, and the current equity assets are in a very good risk-return range. ”
In the longer term, we believe that the difficulties we are facing will eventually find a way out. The level of expected returns that investors currently choose to withstand market volatility is quite appropriate. Zhu Shaoxing said.
Since 2024, Zhu Shaoxing has increased his position or newly entered a heavy position. For example, on January 10, Fuguo ** announced that some of the company's **investment** recently participated in the subscription of the non-public offering of Qianwei Central Kitchen, of which Fuguo Tianhui Select Growth was impressively listed. In this regard, we have published "More than the top 10 heavy stocks! Zhu Shaoxing has also returned these "tickets" ...... the latestAn article for follow-up reporting.
On February 22, according to the latest announcement of the listed company, Zhu Shaoxing entered Yangdian Technology again. According to the announcement, as of February 8, Fuguo Tianhui Select Growth New Entry appeared in the company's top ten shareholders of outstanding shares, and with 450The number of shares held at 940,000 shares is the second largest shareholder of the company outstanding (see attached chart).
It is worth mentioning that Yangdian Technology has obtained Zhu Shaoxing's new heavy position, and the company also has 7 top ten shareholders of tradable shares who have changed their positions, of which 3 are overweight, 4 are new heavy positions, and the new shareholders also include "Super Bull San" Xie Kai.
The net value continues to "regenerate".
Heavy stocks involve "YYDS".
In the context of 8 important shareholders such as Fuguo Tianhui Select Growth, Yangdian Technology's share price has recently stopped falling with the market, and from February 8 to 22, the company's stock price has reached 40%. Benefiting from this, the net value trend of Wells Fargo Tianhui Select Growth is also running upwards at the same time, with a cumulative increase of more than 10% over the same period.
However, in fact, Yangdian Technology does not account for a high proportion of Fuguo Tianhui's selected growth holdings, as of February 8, the value of holding ** is only 05.7 billion yuan. Combined with the 2023 quarterly report of Wells Fargo Tianhui Select Growth, the net value of Wells Fargo Tianhui Select Growth may also be related to the good market performance of its top ten heavy stocks.
According to the quarterly report of Fuguo Tianhui's selected growth, the top 10 heavy stocks at the end of the reporting period included Kweichow Moutai, Luxshare Precision, Bank of Ningbo, Jinyu Medical, Jereh Shares, Chunfeng Power, Mindray Medical, Ruifeng New Materials, Hualu Hengsheng and Sinocera Materials. Among them, many **achieved good results from February 8 to 22**. For example, Bank of Ningbo, interval accumulation**555%；Jereh shares and Hualu Hengsheng also rose by nearly 5% in the same period.
Among them, there are many heavy stocks in the high-dividend sectors represented by YYDS (referring to banks (yinhang), operators (yunyingshang), power (dianli), and oil and coal (shiyou-meitan)). For example, Bank of Ningbo is one of the leading companies in the banking sector; Jereh is an oilfield service company, mainly engaged in the manufacture of oilfield special equipment, the maintenance and transformation of oilfield and mining equipment, the sales of spare parts, and the engineering operation services of offshore oilfield drilling and production platforms.
In addition to the top ten heavy stocks, Fuguo Tianhui Select Growth has also repositioned Huayi Technology, Oriental Yuhong, Lanxiao Technology and many other companies. Zhu Shaoxing, Abu Dhabi Investment Authority, etc. are increasing their positions again! Will the share price of these 6 companies double? 》 More than the top 10 heavy stocks! Zhu Shaoxing has also returned these "tickets" ...... the latestMulti-text follow-up reports.
Judging from the market performance, most of these companies have also risen well recently, such as Huayi Technology, which closed up 4119%。
(The ** mentioned in the article is for example analysis only, not as a recommendation for buying and selling.) ）