Jiancang quickly exposed the latest buying target of the science and technology theme fund

Jiancang quickly exposed the latest buying target of the science and technology theme fund

Shanghai Securities News Author: Wang Cheng Cheng traded disclosed one after another book by Kechuang theme fund, its latest investment is reproduced context.

SSE newspaper reporters found that, unlike the Air Force ‘s science and technology theme fund, the speed of opening positions is different, different 杭州夜网论坛 from before and after the separation. Several recently issued science and technology theme funds have recently opened positions, and the highest position is close to 90%.

  From the perspective of positions, a large number of funds have participated in the investment in technology industries such as consumer electronics, cloud computing, cloud gaming, and semiconductors, which have been popular in the past six months.

In addition, through the arrival of new energy vehicle inflection points, individual funds have also deployed new energy upstream resources and auto parts industry.

It is worth mentioning that after several months of adjustments, individual science and technology board stocks have also entered the top ten heavy stocks of the fund and achieved considerable returns.

  The highest position is close to 90%. Since January this year, two 3-year closed-end funds have issued listing transactions, and one of them is a Yinhua science and technology-themed 3-year closed operation flexible configuration hybrid fund.

The fund’s latest listing transaction book shows that its stock position is as high as 89.

02%, reflecting the generally optimistic attitude of fund managers.

  In addition, at the end of December last year, the stock position of the Boshi Kechuang themed 3-year closed operation mixed fund and the CICC Kechuang themed three-year closed operation mixed fund were listed at 84.

30%, 75.

17%.

Previously, the majority of the positions of science and technology theme funds at the time of listing were 40-50%.

  The investment strategy of Jianshuang Jiancang is based on these science and technology theme funds.

As of January 14, the three-year closed-end fund of Yinhua Science and Technology Innovation Theme, the three-year closed-mix of Boshi Technology Innovation theme, and the net increase of the three-year closed-mix of CICC Science and Technology Innovation theme reached 22.

65%, 22.

82%, 20.

02%.

  From the perspective of positions, most science and technology theme funds have participated in the investment in the technology sector.

  Take Yinhua Science and Technology Innovation Theme 3-year closed-end fund as an example. As of January 7, its top ten heavy stocks include Guanglianda, Hang Seng Electronics, Gigabit, Perfect World, Sanqi Mutual Entertainment, Mango Super Media,Lansi Technology and other companies benefiting from cloud computing in the 5G industry chain, cloud gaming sector and consumer electronics stocks.

Among them, Perfect World, Gigabit and other stocks have nearly doubled in the past six months, thereby contributing to higher earnings.

  In addition, another outstanding stock of the Boshi Science and Technology themed 3-year closed-end fund is also a monolithic technology stock, including Jingde Electronics, Changdian Technology, Inspur Information, BOE A, Lixun Precision, Zhaoyi Innovation, etc.Multiple leading technology stocks.

The fund also weighed in on the US group’s comments listed on the Hong Kong stock market, as well as the Han Rui Cobalt in the new energy sector.

The CICC Kechuang theme fund holds Hikvision, Perfect World, and it is worth buying other stocks.

  The science and technology board company’s progressive fund “law eye” state, science and technology theme fund due to the estimated higher reasons, mainly wait and see attitude towards science and technology board company.

It is worth mentioning that the science and technology theme fund that has recently announced positions has changed its attitude towards science and technology board companies, and many science and technology board companies have entered the “law eye” of fund companies.

  Take the Boshi Science and Technology theme 3-year closed-end fund as an example. On December 19th of the last year, the fund held China Tonghao. The market value of Jingfeng Mingyuan accounted for 6 of the fund’s net assets.

24% and 3.

3%.

  In addition, the CICC Science and Technology theme three-year closed-end fund became a strategic investor in Jinshan Office.

Kingsoft Office has exceeded 250% since its listing on November 18.