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随着国企改革主题的持续发酵,逢低布局当前净值处于相对低位的国企改革主题基金正当时。自今年6月15日以来,牛市的节奏完全被打乱,资金慌忙出逃,市场风格飘忽不定,热点溃散。一时之间,不论是3D打印、大数据还是机器人概念,似乎每一个热点都只有一天行情,难以持续。千股涨停和千股跌停的惊悚事件更是隔三差五就要在A股市场上演一次。因此,在目前市场的观望情绪之下,短期风险偏好的调整将使得公募基金更加关注强势主题以及主题中的龙头公
With the continuous fermentation of the theme of state-owned enterprises reform, bargain-hunting layout of the current net worth at a relatively low state-owned reform theme fund is the time. Since June 15 this year, the pace of the bull market has been completely disrupted, funds hurried to flee, erratic market style, the hot spot collapse. All of a sudden, whether it is 3D printing, big data or robot concept, it seems that every hot spot has only one day market, difficult to sustain. Thousands daily limit and Thousands Limited limit of horrors even worse is to be staged in the A-share market once. Therefore, under the wait-and-see mood of the current market, the adjustment of short-term risk appetite will make the raised funds pay more attention to the strong themes and the leading leaders in the topics