2009年开年伊始,单边暴跌的有色金属板块一扫阴霾,吹响了强劲反弹的号角。从机构资金统计数据来看,基金无疑是有色金属股大涨的最大推手。自从去年11月开始,基金就一直在增仓有色金属股。大智慧Topview数据显示,去年11月和12月,基金净买入有色股资金额高达26.41亿元。而对宝钛股份、包钢稀土和厦门钨业的减持幅度也转为“温和”。 At the beginning of 2009, non-ferrous metal plates plummeted unilaterally cleared the haze and sounded a strong rebound horn. From the institutional funds statistics, the fund is undoubtedly the biggest promoter of non-ferrous metals stocks soared. Since November last year, the fund has been Masukura non-ferrous metals stocks. Big Wisdom Topview data show that in November and December last year, the Fund net purchase of non-ferrous stocks as much as 2.641 billion yuan of funds. However, Baosteel Co., Ltd., Baotou Steel Rare Earth and Xiamen Tungsten Reduction also reduced to “moderate.”