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2003年基金是A股市场的赢家,也是“价值发现”的倡导者。年底随着基金仓位平均达到70%,基金后续资金不足问题日渐显现,加上大盘蓝筹股累计涨幅巨大,使得基金丧失了市场主动权。2004年,随着基金后援资金不断的补充,基金关注的品种将重新成为市场焦点,从本周钢铁股、汽车股走势强于大盘可初见端倪。大盘蓝筹股还会给市场一次很好的机会。
In 2003, the fund was the winner of the A-share market and the advocate of “value discovery.” As the fund positions reached 70% on average at the end of the year, the problem of fund underfunding continued to emerge. Adding to the huge increase in the blue chip stocks, the fund lost the market initiative. In 2004, with fund replenishment funds constantly replenished, the fund will focus on the species will once again become the market focus, from this week, steel stocks, auto stocks stronger than the market trend may be the first signs. Market blue chip will give the market a good opportunity.