The big show is about to be staged!Fund's mid -term ranking finally sprints: This fund earns more than 40%!Many funds rose more than 30%monthly, and the track stocks will still rush?

Author:Daily Economic News Time:2022.06.26

In the generation of Z, Brother Z is the most realistic.

This week's market is suppressed first, and it is more exciting. As of Friday, the Shanghai Index has closed at a closing high since the rebound of rebound, and basically returned to the position of mid -March. The performance of the Science and Technology 50 Index performed slightly, but it also returned to the early April. The strongest performance is the GEM index, which has increased by 6.3%, which has returned to the position of early March.

Brother Z noticed that from the perspective of the performance of heavy stocks, the strongest trend is undoubtedly the leader of the GEM leader Ningde (SZ300750, the stock price is 563.5 yuan, and the market value is 1313.4 billion yuan). In Ningde Times, the new product Kirin battery was announced this week, and the stock price increased by 16%. Since June, a cumulative increase of 38%. Some time ago, the market was still paying attention to BYD (SZ002594, the stock price of 351.05 yuan, and a market value of 1022 billion yuan) would replace the Ningde era and become the largest company in Shenzhen. Today, although BYD has also entered the trillion club, it has been thrown away from the Ningde era of 300 billion yuan.

In terms of funds, the best -acting fund's net value increased by more than 10%this week, and basically the funds of heavy warehouses new energy tracks, solar energy, lithium batteries, lithium mines, etc., are the hottest themes of the moment.

In terms of ETF, educational ETF heat has been significantly cooling, and the staged market is temporarily coming to an end. The China Connected ETF (513050), which was concerned last week, performed strongly, rising by 4.91%this week. Weekend news, A -share Hong Kong stock ETFs buy the "interconnection" era. At present, the land stocks are expected to be included in more than 80 ETFs in the Mainland market, and the scale will exceed 600 billion yuan. For mainland investors, the Hong Kong market is expected to be included in the Hong Kong market. Six ETFs, the scale reached 360 billion Hong Kong dollars.

Brother Z noticed that next Thursday (June 30), the final year in the first half of 2022 will end, and the fund ranking of the fund will also come to an end. In the last few trading days, the foundation will sprint a wave, it is worth it to be worth it, it is also worth it expect. So, what types of products are expected to strengthen in the next week?

First look at the fund with the strongest performance in the last month. In the past month, stock funds have performed the best. It is no longer the ETFs such as oil and coal, which are replaced by new energy competition funds. The largest increase in Huitianfu CSI battery theme ETF in the past January increased by 31.87%. In addition, Guangfa's new energy theme ETF has also risen by more than 30%in the past month. In addition, the new energy theme ETFs of Fund Companies such as Dongcai, Tedda Manuli, and China Merchants have increased by nearly 30%. In contrast, real estate and finance products are not performing well.

From the perspective of hybrid funds, the best performance is products that are also heavy -duty new energy tracks. The most powerful products also ushered in more than 30%of "blood return".

However, from the performance throughout the first half of the year, the performance in the past month is good, which does not mean that the overall performance in the first half of the year is good. As of Friday, the best product since this year is still the Macro -selection of Wanjia Macro -selected multi -strategy mixed by Wanjia Fund Company Huang Hai. The income since this year has exceeded 40%. Flexible and Wanjia selected mixed ranking mixed -ranked second and third place, and the income of the year exceeded 30%. In addition, the number of products with more than 10%of the income during the year began to increase. The value of Zhong Geng managed by Qiu Dongrong is currently 12.96%. The new vision of Caitong managed by Shen Li was flexible, and the income was more than 10%during the year. This product is mainly heavy -duty pork sectors this year. It has been adjusted significantly some time ago, but the pig cycle seems to have come back recently, and the performance has improved again.

Which types of products may be rushing in the next year? Subjective judgment, the new energy track may enter the sprint climax. In addition, as the epidemic has gradually dissipated, the products of large consumer tracks such as liquor and medicine are also expected to usher in a counterattack. Regarding the new energy track, it is indeed relatively hot recently, especially after the new model L9 is launched, and the sales climax of new energy vehicles has been set off again. According to the ideal car disclosure, since the new model has been launched, the number of predetermined has exceeded 30,000, and the sales situation is very optimistic.

The price of the ideal car L9 model is actually relatively high, reaching 460,000, but it still stimulates such high consumer demand in the market. This may also be a good attempt for domestic brands to high -quality new energy vehicles.

Although at present, most of the domestic new energy vehicle brands are still losing money except BYD. However, I personally believe that in the context of the energy crisis, high traditional energy prices, and double carbon, it is the general trend that new energy vehicles replaced fuel vehicles in the future. At present, the new energy vehicle leader Tesla has not developed to the point after more than ten years of loss and sale? Of course, in the first half of this year, the ultimate task of the New Energy Circuit Fund may still make up for the loss of the previous months. It is very good to turn losses first. New goals in the second half of the year.

Secondly, products in large consumption fields such as liquor and innovative drugs may also usher in a wave of rebounds. On Friday, Guizhou Maotai (SH600519, the stock price of 2009.01 yuan, a market value of 2523.7 billion yuan) reinstated the 2,000 yuan integer level, and the liquor stocks rebounded as a whole. In addition, in the field of innovative medicines, Yaoming Kangde (SH603259, the stock price of 10.267 yuan, a market value of 303.5 billion yuan), Kang Longcheng (SZ300759, stock price 93.01 yuan, market value 110.8 billion yuan) and other old companies. A wave of repair. Although the current valuations of these two major fields are still not low, these two tracks have accommodated huge scale funds, and at the same time, they have also achieved many star fund managers. As the epidemic has gradually passed, consumption will eventually recover, and the most difficult time for the biggest consumer track may be passing. (Risk reminder: Equity funds are high -risk varieties, and investment needs to be cautious. This information does not serve as any legal documents. All information or opinions in the information do not constitute the final operation suggestions of investment, law, accounting or taxation. The content in the middle of the operation is made of any guarantee. In any case, I am not responsible for any loss caused by any of the content caused by any content in this information. my country's fund operation time is short, which cannot reflect the development of the stock market development. All stages. The performance of fixed investment past does not represent future performance. Investors should fully understand the difference between the fund's regular quota investment and zero deposit and other savings methods. Period quota investment is a simple and easy to guide investors to make long -term investment and average investment costs. The investment method. But regular fixed investment cannot avoid the risks inherent in fund investment, cannot guarantee investors to obtain benefits, nor is it an equivalent financial management method for savings.

Before investing in the fund, please read the fund's legal documents such as the fund contract and the recruitment manual, and comprehensively understand the fund's risk income characteristics and product characteristics. On the basis of the situation and listening to the appropriate opinions, judge the market rationally, and make investment decisions carefully according to factors such as their investment goals, periods, investment experience, asset status and other factors, and independently bear investment risks. The market is risky, and you need to be cautious to enter the market. The fund manager reminds investors '"buyers' self -responsibility" principles. After investors make investment decisions, the investment risks caused by the fund operation status, fund shares listed transaction price fluctuations, and fund net value changes shall be responsible for themselves. )

Daily Economic News

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