100%of the largest Chinese stock fund plus Moutai?Moutai is worth buying now?

In the Chinese capital market, Guizhou Moutai has always been one of the most concerned listed companies in the market. Before Moutai from dividend to recruitment, every time from selling wine to selling ice cream, it was a hot search, but in recent overseas China stock funds 100%of Moutai? Many people are asking for a lot of money, is Maotai worth buying now?

1. The largest Chinese stock fund overseas plus warehouse Moutai?

According to the China Fund News, the latest scale of the largest Chinese stock funds -Andersa Shenzhou A -share fund "Allianz Global Investors Fund -Allianz China A Shares" was the latest scale of 7 billion euros.

As of the end of June, fund heavy stocks include Ningde Times, CITIC Securities, Longji Green Energy, Guizhou Moutai, Fenjiu, Oriental Fortune, Enjie, Midea Group, and Poly. In June, the Fund made a large position on Moutai in Guizhou, with a position of 100%, and the position was completed. Guizhou Moutai ranked the fourth largest heavy position. This is also the top ten heavy stocks in Moutai, Guizhou. In addition to Guizhou Moutai, the fund's warehouse on Oriental Wealth was as high as 80.61%, and the increase in the increase in Enjie was 7.69%. In addition, the fund also slightly increased the Ningde era and Longji green energy.

Huang Ruilin, the manager of the A -share Fund Fund of Andan, revealed in the fund commentary published by the official website that the e -commerce platform launched by Moutai, Guizhou is one of the reasons for its positions. Huang Ruilin said that the main change in the investment portfolio in June was the position of new liquor companies. He believes that the company recently launched a new e -commerce platform is the potential growth momentum in the future, and it also sees the improvement of corporate governance and investor communication.

Shi Bin, director of UBS China stock, said in a research report a few days ago that before May, Chinese stocks had entered an indispensable level. Generally speaking, after this decline, a wave of rebounds will usher in.

2. Is Moutai worth buying now?

We see that the largest Chinese stock fund overseas is a significant blessing. Many people in Moutai in Guizhou are there. Asked what is going on at the current approach, is it going to be a good market for Moutai? What should we think of this?

First of all, for the current large -scale blessing of Guizhou Moutai, the overseas Chinese stock fund, in fact, it is necessary to put it from the perspective of the entire Chinese capital market. In fact, the Chinese capital market in the first half of this year is facing relatively large market pressure. The market performance is actually not as good as market expectations. In this case, many international investors have actually believed that the Chinese capital market has entered a bottom -building process. The Chinese stock market has fallen to the bottom, and naturally there is a better room for rebound. At this time, as the core listed company, especially the main force, Guizhou Moutai, a blue chip stock, often becomes the focus of the entire capital market. After all, as long as the market has a better market, Development, drinking and taking medicine is likely to occur, so the entire market development of Moutai in Guizhou is worth expected.

Secondly, what we have seen is that Guizhou Moutai has maintained a relatively stable market development over the years. Whether it is a higher level of profit or market development, Guizhou Moutai has a better market development space. Under the background, more and more overseas investors have begun to agree with Moutai's own development. Under the current low price of Moutai, a certain market layout is actually helping to promote the development of its own performance. Therefore, for the current overseas funds, it is actually a comparison to bless Guizhou Moutai. Wise choice.

Third, for ordinary investors, is it really a good time to buy Maotai now? Let's not forget that the fund often has a relatively large amount of funds. Under the condition of a large amount of funds, if it suddenly buys a large scale, it is likely to drive the large -scale abnormality of the entire stock to rise. This is actually a big problem. Therefore, we see that in general, these funds are slowly added. When the market starts to announce its positioning data, the addition of these funds has actually been completed. At this time, if you still learn these funds for large -scale buying, it is likely to buy it at a high point Essence For ordinary investors, we want to learn the direction of these institutional investors, but we cannot follow their market strategies simply and rudely, and it is likely that there will be relatively large risks.

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