Main Force'S Latest Trend: Ali Effect Continues To Ferment Three Kinds Of Funds Into The Market

The successful listing of Alibaba has led to continuous active funds.

A few days ago, Alibaba went public in the United States and became the second largest Internet listed company in the world. What's more, the impact of its listing is still fermented.

For the fund, it has become one of the many beneficiaries of the market.

The group is fighting for new Ali. Is this gimmick attractive? First, let's not say how the result is. This sign has made a lot of attention.

Just yesterday, the focus of the cashmere yuan and fund was officially issued, and the focus of its concern was non-listed company shareholding of state-owned enterprises.

To put it bluntly, it is to take you to fight new shares.

However, the threshold of 100 thousand yuan is not low.

From the prospectus, cashmere yuan and its assets of less than 50% invested in the restructuring Sinopec Sales Company. The remaining assets were invested in fixed income assets. Investors could easily enjoy 50% of the Sinopec Sales Company's new share winning rate, and 50% of the bond yields.

Therefore, Jiashi yuan has become the first public fund product to open non-listed company's equity investment. It is regarded as the only way for the general public investors and industrial investors and institutional investors to participate in Sinopec's pformation and lock the original shares of Sinopec's sales company.

The issuance of the Jiashi yuan and the pioneering investment bank IPO format introduced the underwriting group mechanism for the first time, and implemented the underwriting group's "hard underwriting" system, of which the Merchants Securities balance undertook 5 billion yuan.

Statistics show that if the harvest is raised and the scale is raised, it will be allocated at the end of the day.

With the successful listing of Alibaba, the theme of mobile Internet has also been favored by the market, and the related theme funds have also benefited greatly.

Continuation of the first day of the strong, rich country Internet B closed up again rose, intraday rose more than 5%, and in the previous day, the rich China Mobile Internet B, once listed, in early morning when the auction price is firmly sealed up, at the close, the Internet B closed 1.112 yuan, closed at the price limit.

For the hot market of Internet B, Zhang Zhenyuan, a fund manager of Wells Fargo, thinks that it is motivated by many favorable factors.

In the short term, the first day of Alibaba listing and the hot sale of apple iphone6 are the most powerful factors to heat the Internet B market.

Zhang Zhenyuan further pointed out that the long-term development trend of mobile Internet is the fundamental driving factor for Internet B market.

Similarly, data show that the average share of shares issued by the stock market is less than 800 million yuan in the first 8 months of this year, and the newly established huitianfu mobile Internet Fund has raised its share to 1 billion 660 million yuan, ranking the top three in the first half of the stock market since the second half of the year.

Huitianfu mobile Internet is the first fund to invest in mobile Internet topics in China. These plates are not only consistent with the policy mainline and industrial development trend of the pition period, but also the hot spot of A share market in the past few years.

At the same time, the previously unusually quantified fund is also thrived this year.

Data statistics, as of September 11th, as of September 11th, the average return of 9 quantitative funds of the long term quantitative vanguard, the DMO quantitative configuration and the Shen Wan Ling letter quantified small cap in the last three months is 17.96%, which is obviously better than the average level of 13.41% ordinary equity funds of the same period. Among them, the long letter quantification first front performance is the most outstanding, and the three month return report 26.29%.

Similarly, in the 1-8 month of this year, in the context of the Shanghai and Shenzhen 300 index rose by 0.35%, 83 quantitative funds achieved a 5.01% net growth.

Among them, the big Mo multi factor fund won the champion of the quantitative fund with the growth of 27.2% net value.

It is worth mentioning that Liu Zhao, the fund manager, has managed the 2 large scale MDA and Da Mo quantitative configuration of the Wind, and the performance of Da Mo's quantitative allocation is equally excellent. According to the Wind data, the net growth rate has reached 15.89% this year, ranking the top ten among the 83 quantitative funds.

Structural rise will continue

Looking forward to the future market, Liu Zhao believes that under the precondition of the uncertain economic situation, the A share market is expected to have no chance of trend, and the characteristics of structural rise will continue.

In the past year, a large number of stocks have accumulated a larger increase, the future volatility may increase, and more energy needs to be invested in stock selection.

In the future, the best stocks with outstanding performance and the low price stocks that will usher in the turning point are expected to win the market again.

However, the senior manager of Changxin quantitative vanguard Fund said that from the current perspective, the probability of China's economy and the global economy in a weak recovery pattern is still large.

From the micro level, the continuous improvement of the operating conditions of listed companies means that micro individuals still burst out in the current economic situation.

Therefore, the long Trust Fund believes that the future market will be limited, and the plate and stocks will still be active.

Changxin quantitative vanguard fund will also deepen the research on industries and stocks.

Wu Yanan, chief investment officer of Fidelity Fund, also said that with the launch of Shanghai and Hong Kong in October and the launch of the blue chip ETF option, the blue chip sector, such as financial and nonferrous metals, will welcome the valuation fixing market under the catalysis of the joint policy of economic directional stimulus and monetary directional easing.