论文部分内容阅读
整体震荡将是今年股市的基本运行特征,因此偏股基金的业绩分化格局相比2009年有可能会发生较大的改变,构建基金组合就得专注于基金的选股能力。积极关注选股能力强的中小规模基金。大规模基金难以发挥选股优势,而中小规模的选股型基金有可能在“轻指数,重结构”的行情中找到发挥的空间。
Overall shocks will be the basic operating characteristics of the stock market this year, so partial shares of the performance differentiation pattern compared to 2009 there may be a big change, the establishment of the fund portfolio will have to focus on the fund’s stock selection ability. Actively focus on small and medium-sized stock selection ability. Large-scale funds difficult to play a stock selection advantage, and small-and medium-sized stock selection fund may be in the “light index, heavy structure,” the market to find room for play.