在重仓股及行业热点的选择分歧,造就了基金业绩表现差距,其中重仓钢铁、医药和水泥的基金表现不俗。基础市场回顾过去一月,宏观层面,4月24日起,股票交易印花税由3‰下调到1‰;央行决定5月20日起年内第四次提高存款准备金率0.5个百分点到16.5%;国家统计局公布4月份的CPI为8.5%,仍处在高位运行; The disagreement over the choice of Awkwardness and hot topics in the industry created a gap between the performance of the funds. Among them, the funds from Iron & Steel, Medicine and Cement in Shigekura performed well. Basic Market Review In the past January, at the macro level, the stamp duty on stock transactions was lowered from 3 ‰ to 1 ‰ on April 24; the central bank decided to raise the deposit reserve ratio by 0.5 percentage point to 16.5% for the fourth time since May 20; National Bureau of Statistics announced in April CPI was 8.5%, still in high position;