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对于同样的世界,每个人会有不同的解读,乃至踏上不同的道路。日前,一位业内的朋友谈及:“我们一直都投资五十亿以下的小市值公司,没想到今年是小市值跌,大市值涨。”我的看法是:“在我们的眼中,不是什么小市值跌了,大市值涨了,而是那些高估的跌了,低估的涨了。”今年以来,中小创股票的大跌与蓝筹股大升形成鲜明反差,导致很多今年重仓中小创的基金度日维艰。很多私募基金公司同时还要面临合规成本日渐增高的两线压力,已经到卖壳求存、卖身求生的地步。
For the same world, everyone will have a different interpretation, and even embark on a different path. Recently, an industry friend said: “We have been investing in small-cap companies with a value of less than 5 billion yuan. We did not expect a small market value to fall this year and a big market value.” “My opinion is:” In our eyes , Not a small market value fell, the market value rose, but those overvalued, underestimated up. "This year, small and medium-sized stocks plunge in sharp contrast with the rise of blue chips, resulting in a lot of heavy positions this year Small and medium-sized fund difficult day by day. Many private equity firms also face increasing pressure on the two lines of compliance costs, has been to sell the shell to survive, sell to the point of survival.