2020怎么投?私募看好这些结构性大行情

发布时间:2019-12-23

江西11选5JINGGUO2018NIANDEDANBIANXIADIE,2019NIANAGUSHICHANGMINGXIANHUINUAN。SHANGZHENGZHISHUZHANGFUCHAOGUO20%,CHUANGYEBANZHIGENGSHIDAZHANG40%。SIMUJIJINAOGUOHANDONGZHIHOU,BUJINYEJIMINGXIANTISHENG,MUZIYALIYEXIAOLEHENDUO,DUI2020NIANBIAOXIANCHUGENGQIANGDEXINXIN。

寒冬后私募开始“复苏” 八成私募获正收益

SIMUPAIPAIWANGSHUJUXIANSHI,2019NIANQIAN11YUE,GUPIAOCELVESIMULUDE22.29%DEPINGJUNSHOUYILV,LINGPAOBADACELVE,DIERWEIDEFUHECELVEPINGJUNSHOUYI15.49%,ZUHEJIJIN、SHIJIANQUDONGFENLIESANSIWEI,PINGJUNSHOUYILVJUNCHAO14%。PAIMINGKAOHOUDEWEIGUDINGSHOUYICELVE,PINGJUNSHOUYILV6.44%。

HAOMAICAIFUSIMUYANJIUZONGJIANCENGLINGHUABIAOSHI,JINNIANGUPIAOLEISIMUYEJIZHENGTIGENGYOU,XIANGDUILAISHUOZHAIQUANCELVEYEJIBIJIAOPINGYONG。

BUGUOZHENGTILAIKAN,WULUNHEZHONGCELVE,DADUOSHUSIMUJINNIANDOUQUDELEBUCUODEYEJI。SIMUPAIPAIWANGSHUJUXIANSHI,BADACELVESIMUDEZHENGSHOUYIZHANBIPUBIANZAIBACHENGYISHANG。JIZHECAIFANGDEDUOSHUSIMUDUIJINNIANDEBIAOXIANDOUBIJIAOMANYI。BEIJINGMOUSIMUFUZERENBIAOSHI,KEHUDUIJINNIANDEYEJIHENMANYI,CHAOCHUNIANCHUYUQIYEJIMUBIAO。

SENRUITOUZIDONGSHIZHANGLINCUNTOULU,JINNIANYEJIXIANGDANGBUCUO,PINGJUNSHOUYILVZAI60%YISHANG。YINGYANGZICHANZONGJINGLIFUYITOULU,2019NIANDEXINGQINGHESHOUYICHAOGUOLEYUQI,YOUYUBAWOZHULESHICHANGHUOYUEDAILAIDEJIHUI,JINNIANGONGSIDUOSHUCHANPINSHOUYIZAI40%ZHI70%ZHIJIAN,DUIZIJILAISHUOSHIYIGEBUCUODECHENGJI。

YOUYUXINGQINGHUINUAN、SHICHANGZHUANQIANXIAOYINGTISHENG,XIANGJIAOYU2018NIANHANDONG,SIMUXINGYE2019NIANZHUJIANFUSU,BUSHAOSIMUJIAOCHUHAOYEJI。

江西11选5FUYIZHICHU,CONGZHISHUZHANGFUKAN,2019NIANSHINENGZAIAGULISHISHANGPAIJINQIAN20%DEHAONIANFEN。DANCANZHAODEJICHUSHIGUOQUSANNIAN、YOUQISHI2018NIANJIDUYAYIDESHICHANGXINGQING。TARENWEI2019NIANDUIYUSIMULAISHUOSHIYIGECONGSHENGSIBIANYUANZHENGZHALIKAIBINGDEYIXIUYANGSHENGXIDEJIEDUAN。

LINCUNBIAOSHI,JINNIANXINGQINGREDIANBIJIAODUO,SIMUXINGYEXIANGDUIGUOQUSANNIANMINGXIANDEDAOCHUANXI,XIANGDANGDUOSIMUDOUQUDELEBIJIAOHAODEYINGLI。JUSIMUPAIPAIWANGYANJIUYUANLIUYOUHUAFENXI,DABUFENGUPIAOCELVESIMUYIJINGSHOUFULE2018NIANDEKUISUN。

江西11选5YUCITONGSHI,SIMUDEMUZIQINGKUANGYEZAIHAOZHUAN。HEJUTOUZIBIAOSHI,JIYUSHICHANGFANDANDAILAIDEZHUANQIANXIAOYING,XIANGJIAOYU2018NIAN,JINNIANKEHUDEGUANZHUDUJIRENSHENGOUREQINGDOUYOUYIDINGDEHUINUAN。

FUYIBIAOSHI,SUIRANGONGSI2019NIANMEIYOUJINXINGMUZI,DANCHANPINGUIMOHAISHIYOUBUXIAODEZENGZHANG。“DABANSHIYINWEIJINGZHIHUISHENG,LINGWAIYIXIAOBANSHITOUZIZHEZHUDONGZHAOSHANGMEN。JINNIANWOMENJIEDAILEHENDUOJIGOUHEFOFJINDIAO,CHUYUDUIGUIMODEKONGZHIMEIYOUFATAIDUOCHANPIN。DANWOMENKANDAO,SIMUZHIYAOYEJIGUODEQU,DOUNENGMUDAOQIAN。YOUQILIANGHUADUICHONGCELVEDESIMUJINNIANXISHOULEDALIANGDAPOGANGDUIHOUDEDIFENGXIANPIANHAOZIJIN。”

江西11选5NAILAOJIJINZONGJINGLIZHUANGHONGDONGGAOSUJIZHE,JINNIANMUZIQINGKUANGHAOYUQUNIAN,YUJIGUPIAODUOTOUMINGNIANHUIGENGSHOUHUANYING。“NIANMOSHAOBUFENKEHUCHUYUNIANDIZIJINXUQIUHUOZHELUODAIWEIANDEKAOLVXUANZESHUHUI,DANYEYOUSHENGOUDEZIJINJINLAI,ZONGTISHANGHAISHIJINGSHENGOU,SHUHUIYALIBUDA。”TARENWEI,SUIZHESHICHANGXINGQINGHUINUAN,BODONGLVSHOUZHAI,GUPIAODUOTOUCELVEXIANGDUIYOUSHITUXIAN,KEHUFENGXIANPIANHAOYEYOUYIDINGXIUFU,ZUIJINYOUBUSHAOHEZUOQUDAODUIJIAZHITOUZIDEGUPIAODUOTOUCHANPINBIAOXIANCHUNONGHOUXINGQU,YUJIMINGNIANGUPIAODUOTOUCHANPINSHICHANGBIJINNIANHAIYAOHAO。

BEIJINGMOUSIMUFUZERENBIAOSHI,JINNIANXINCHANPINFAXINGHEMUZIDOUYOUXIANZHUZENGZHANG,LAOKEHUSHENGOUJIJIXINGGAO,MEIYOUSHUHUI。YONGJINTOUZIXIEXIAOYONGBIAOSHI,SUIRANTOUZIRENXINXINYIRANBUZU,DANXIANGJIAOQUNIANYOUSUOGAISHAN,GUANLIGUIMOYOUSUOZENGZHANG。

SHANGHAIZHENGQUANJIJINPINGJIAYANJIUZHONGXINYIWEIGAOJIFENXISHIBIAOSHI,XINGYEZHENGTIGAISHANFUDUJIAODA。“CONGXINFAJIJINLAIKAN,2019NIANMEIYUEFAXINGSHULIANGJIBENDOUBAOCHIZAI1000ZHIYISHANG,ER2018NIANJINYOU3YUEZHI5YUEDEYUEDUCHANPINFAXINGLIANGCHAOGUO1000ZHI。QUNIANSIJIDUMUJIQINGKUANGFEICHANGZAO,CHULESHICHANGZONGTIBIAOXIANQIANJIAWAI,ZIGUANXINGUIDEWEILIBUXIAO,YINXINGWEIWAIZIJINDAFUDUWEISUO,GUSHOULEICHANPINWEIZHUDESIMUSHOUDAOHENDAYINGXIANG。JINNIANYILAI,SUIZHEYINXINGLICAIZIGONGSISHELI,YEWUKAISHIZHUBUTUOZHAN。”

两极分化加剧 价值投资更受关注

江西11选5SUIRANSIMUXINGYEZHENGTIQINGKUANGZAI2019NIANYOUSUOFUSU,DANYECHENGXIANCHUMINGXIANDEFENHUAZHUANGTAI。

LINCUNRENWEI,YENEIQINGKUANGCANCHABUQI,ZESHITOUJIDESIMUYEJIBODONGDA,LAOPAISIMUYEBUJIANDEYEJIDOUHAO。TOUZIRENDUIBODONGYOUJUPAXINLI,ZAOCHENG“HUOSHUI”HAISHIHENNANLIUXIANGGUPIAOXINGSIMU。“WOMENDECHENGJIBUCUO,DANDAIXIAOQUDAOBINGBUCHANGSHUN,XIAOSHOUBUJILI,YINCIBUDEBUHUAFEIDALIANGJINGLIQUZUOSHICHANGYINGXIAO。XIWANGWEILAISHICHANGHUANJINGNENGYOUSUOGAIBIAN,RANGWOMENGENGHAODIFAHUIZHUANYEYOUSHI。”

江西11选5CENGLINGHUAZHICHU,MUQIANSIMUXINGYECHENGXIANLIANGJIFENHUAQUSHI。“XINGYEBINGMEIYOUQUANMIANXINGHUINUAN。GONGSIHAO、YEJIHAODESIMUBIJIAOSHOUGUANZHU,PINGYONGDEJIUBIJIAONANZUO。JINNIANERJISHICHANGQUANYILEISIMUGUIMOBINGMEIYOUZENGZHANG,ERSHIPINGWENZHONGLVEYOUXIAJIANG,ZHEIZHUYAOSHIYOUYUJINGGUO2018NIANDEDANBIANXIADIE,CHANPINJINGZHIHUIDAO1ZHIHOU,HENDUOTOUZIRENXUANZELESHUHUI。”

ZHUANGHONGDONGYEGUANCHADAOSHICHANGFASHENGDEYIXIEBIANHUA。“JINNIANKEYIMINGXIANGANSHOUDAO,KEHUDETOUZIMUBIAOBIANDEGENGJIALIXING,GENGRENTONGZHANGQITOUZIZHANGQICHIYOUDEJIAZHITOUZILINIAN。FENGKONGYISHIYEGENGQIANG,BUZAIZHUIZHUNEIXIEKAOCHAOTICAICHAOGAINIANSHIXIANDUANQIYEJIBAOZHANGDECHANPIN。”

CENGLINGHUAHAITIDAO,SIMUJINNIANLAIZHENGZAIPEHUA。“YIZHIYILAISIMUKANGUPIAOZHUYAOKANLIANGDIAN:PINZHIHESHIJI。XIANZAISIMUYUELAIYUEGUANZHUPINZHI,DUISHIJIMEIYOUYIQIANNEIMEGUANZHULE,GENGDUODIHUIKAOLVQIYEWEILAIHAOBUHAO、NENGZHANGDUODA、YOUDUOSHAOKONGJIAN,ERBUSHIGUPIAOGUIBUGUI。BIJINGTOUZIZUIZHONGZHUANDESHIQIYECHENGZHANGDEQIAN。”

对2020年有信心 普遍看好结构性机会

DUIYU2020NIAN,SIMUZHENGTIBIJIAOYOUXINXIN。SIMUPAIPAIWANGJINQIDEDIAOCHAJIEGUOXIANSHI,81.24%DESIMURENWEIMINGNIANAGUXINGQINGDAGAILVXIANGSHANG,MANNIUXINGQINGKEQI,HUOQUCHAOESHOUYIGAILVHENDA;YOU18.76%DESIMUDUIMINGNIANXINGQINGCHIJINSHENTAIDU,RENWEIZHIYOUZUIYOUXIUDEGONGSICAINENGSHANGZHANG。

江西11选5CENGLINGHUABIAOSHI,XIANZAIZHISHUZHENGTIWEIZHIBUGAO,JINNIANZHANGDEBIJIAODUODEZHUYAOSHIXIAOFEI、KEJIBANKUAI,DANSIMUDABUFENSHIZUOJIEGOUXINGJIHUIDE,SHICHANGSHANGHAIYOUHENDUOGUPIAOKEXUAN,ZANSHIWEICHUXIANJIAGETAIGAOWUCONGXIASHOUDEQINGKUANG。

QIANSHUGAOJIFENXISHICHENG,GENJUTAMENDEDIAOYANLEJIEDAO,SIMUDUIMINGNIANYOUJIAOWEICHONGZUDEXINXIN,RENWEIYOUHENDUOJIEGOUXINGJIHUI。

XIEXIAOYONGBIAOSHI,MINGNIANJIANGZHONGCANGZHONGGUODEHEXINZICHANYIJIDAIBIAOWEILAIFAZHANFANGXIANGDEYOUXIUZICHAN,RUXINNENGYUAN、KEJI、FUWUDENG。“SHICHANGSHANGZHANGKONGJIANWOMENWUFAYUCE,DANBUFENYOUXIUGONGSIDEYEJIZENGZHANGRENGNENGWEICHIZAI15%YISHANG。”

江西11选5ZHUANGHONGDONGDUIMINGNIANZONGTIJINSHENLEGUAN,BIAOSHIRENGJIANGBAOCHIQIANGFENGKONGSIWEI,ZAICANGWEIZHONGBAOCHIYIDINGBILIDEXIANJIN,NULIZUODAOGONGSHOUPINGHENG。“WOMENRENGJIANGZAICHENGZHANGQIHECHENGSHUQIXINGYEZHONGJINGXUANTOUZIBIAODE,ZHONGDIANGUANZHUBAOXIAN、DICHAN、SHENGWUYIYAO、SHIPINYINLIAO、YINXINGDENGBANKUAI,ZIXIAERSHANGJINGXUANSHANGSHUBANKUAIZHONGGUZHIHELIDEYOUZHISHANGSHIGONGSI。”

江西11选5HEJUTOUZIBIAOSHI,XIWANG2020NIANZAIBUQUEDINGDESHICHANGHUANJINGZHONGXUNZHAOYIXIEQUEDINGXINGDE、JIEGOUXINGDE、SHENZHISHIBAOFASHIZENGZHANGDEDIAN,JINGGENGXIZUO。“BAJINGLIFANGZAIXUNZHAOJUBEIGAOJINGQIDU、YOUZUGOUANQUANBIANJIDEYOUZHIBIAODESHANG。”

江西11选5FUYIBIAOSHI,MINGNIANHUIGENGDUODIGUANZHUQUSHIXINGCHENGZHANGXINGYE,ZHUAZHUXINDEHEXINLUOJIHEHEXINBIAODE,YIJIAZHIWEIZHUNSHENGJINGXUANGEGU,MIQIEGUANZHUSHICHANGZIJINMIANBIANHUA,BAWOBANKUAIGAODIQIEHUAN。BUGUOTAYEQIANGDIAO,SUIRANLEGUANDANDUI2020NIANYEBUYINGTAIGAODEYUQI。

江西11选5QIANSHUBEIJINGSIMUFUZERENBIAOSHI,JIANDINGKANHAO2020NIANDEJIEGOUXINGJIHUI,JIANGJUJIAOGAOJINGQIDUDEXINGYEZHONGSHAIXUANYOUXIUSHANGSHIGONGSI,ZHUYAOKANHAOBAOHANXIANJINZHIZAOYEZAINEIDEKEJILINGYUHEXINXINGXIAOFEILINGYU,BUGUOTADEYEJIYUQIYAODIYUJINNIAN。

江西11选5ZHISHUPANSHENG,SHICHANGQINGXUBUDUANSHENGWEN,YOUTOUZIZHEGANTAN“CHUNJIXINGQING”TIQIANLAILIN。ZAISIMURENSHIKANLAI,SHICHANGSHOUDAODUOZHONGLIHAOYINSUCIJIBIAOXIANQIANGSHI,BUGUOHAIBUNENGJIUCIPANDUAN“CHUNJIXINGQING”QIDONG,QIEZHEIBOXINGQINGHUOXUBIYUQIDEYAODUAN。DANCONGZHANGQILAIKAN,DADUOSIMUCHILEGUANTAIDU,LINJINNIANDIYIRANBAOCHIGAOCANGWEIJIJICAOZUO。

多利好因素助力3000点

江西11选512YUEFENYILAISHANGZHENGZHISHUZHANGSHIXIREN。15GEJIAOYIRISHANGZHENGZHISHUSHANGZHANG4.63%。HUZHIZHANSHANG3000DIANYINBAOSHICHANGQINGXU。DUOWEISIMURENSHIBIAOSHI,DAPANJINQISHOUDAODUOGEYINSUYINGXIANG,ZHONGMEIMAOYIMOCAHUANJIE、DUIZHENGCEYUQILEGUANSHIZHUYAOYUANYIN。

YONGJINTOUZIXIEXIAOYONGRENWEI,SUIZHEMEIGUODENGGUOJIANGXI,QUANQIUZIBENSHICHANGDEFENGXIANPIANHAOSHANGSHENG。ZIBENSHICHANGZIJINCHIXULIURU,TEBIESHIJINJIGEYUE,BEISHANGZIJINCHIXULIURU;ERSHIKUNRAOZIBENSHICHANGDUOSHIDEZHONGMEIMAOYIMOCAZHONGYUYOUSUOHUANJIE;SANSHIZHENGCEYOUHAO,RUDIFANGZHUANXIANGZHAITIQIANFAFANG,JIANGDISHITIJINGJIDESHIJIRONGZISHUIPING,FANGDICHANDIAOKONGBUSHIYIDAOQIE,ERSHIYINCHENGSHICEDENGDENG;LINGWAI,AGUDEZHENGTIGUZHISHUIPINGRENGCHUZAIDIWEI,HENDUOYOUZHIGONGSIGUZHIJUYOUJIAOHAODETOUZIJIAZHI。

YINGYANGZICHANZONGJINGLIFUYIBIAOSHI,SHICHANGLIANXUJIZHOUSHANGZHANG,ZHUYAOSHIYINWEIQIANQIZHONGMEIMAOYIMOCADEBUQUEDINGYINSUYIZHIYAYIZHEPANMIAN。YAYIDEJIULE,ZAIXIAOXIMINGLANGZHIHOU,SHICHANGJIUHUICHANSHENGYIGEDONGNENGSHIFANGDEGUOCHENG。LINGWAI,LINJINNIANDI,SHICHANGDUIZHENGCECHUTAICUNZAILEGUANYUQI。“JINGJIZENGSUXIAXINGYIYOUYIDUANSHIJIAN,SHICHANGYERENTONGYIXIEXINGYEDEGUAIDIANJIJIANGCHUXIAN,TIQIANKAISHIBUJU。”FUYISHUO。

江西11选5SENRUITOUZIDONGSHIZHANGLINCUNPANDUAN,ZUIJINDAPANCHUXIANQISEZHUYAOYOUYUMAOYIXIEDINGCHUBUDACHENG,RENXINSIWEN。TONGSHI,DAPANZHANGQIDIMI,3000DIANYIXIAJIBENMEIYOUSHADIEKONGJIAN,SUOYIXIANGDUIHUIWEN。DANCONGHONGGUANHUANJINGSHANGKAN,HAISHIMEIYOUTEBIEDADESHANGSHENGDONGLI,HOUXUYAOKANZHENGCECUOSHIHEGUOJIJIANMAOYIJUSHIDEFAZHAN。

BEIJINGMOUSIMUFUZERENBIAOSHI,QIANQITOUZIZHEDUIYUWOGUOHONGGUANJINGJI、NIZHOUQIZHENGCE、ZHONGMEIMAOYIGUANXIDENGFANGMIANDEYUQIDOUTAIGUOBEIGUAN。JINQIDESHIJIANRANGTOUZIZHEBEIGUANYUQIDEDAOXIUZHENG。

春季行情提前?长期乐观 年底不减仓

CHIXUSHENGWENDEDAPANRANGBUSHAORENJINGHU“CHUNJIXINGQINGTIQIANLAILE”。SIMURENSHIDADUODUIWEILAIXINGQINGCHILEGUANTAIDU,BIAOSHINIANDIBUJIANCANG,BUGUO,SIMUDUIZHEIBOXINGQINGDECHIXUSHIJIANBINGBUKANHAO。

“ZHEIBOXINGQINGKEYIDINGYIWEIDONGJIXINGQINGERBUSHICHUNJIXINGQINGDEYUXIANQIDONG。”FUYIBIAOSHI,DANGQIANDEXINGQING,JIUDELUOJIZHENGZAIGAOCHAOQIEHUOJIANGXIAOTUI,XINDELUOJIZHUJIANMENGYA,CHUYUZHENGQUSHICHANGRENTONGDEGUOCHENGZHONG。DANGQIANZHEILUNYINGGAISHIJIEGOUXINGDEXINGQING,BUNENGSUANYIBOZHONGJIXINGQINGDEQIDONG。XIANZAIDESHICHANGCANYUZHEZHUANYEHUACHENGDUTISHENGFEICHANGKUAI,BOYIJIEGOUBIANHUAYEHENKUAI。SUOYI,ZHEIBOXINGQINGKENENGBISHICHANGYUQIDEHUIDUANYIXIE,KUAIYIXIE。

XIEXIAOYONGBIAOSHI,DUANQIXINGQINGMEIFAYUPAN,DANSHIDUIWEILAISHUNIANDESHICHANGJIHUISHIZHONGLEGUAN。

BEIJINGMOUSIMUFUZERENPANDUAN,CONGXIANZAIDAOMINGNIANSHICHANGDOUSHIJIEGOUXINGTEZHENG,JINGQIDUGAODEXINGYEZHONGDEYOUXIUQIYEJUYOUHENHAODETOUZIJIHUI。

江西11选5LINCUNBIAOSHI,JIANGJIANCHIZIXIAERSHANGDETOUZIFANGFA,CONGWEIGUANDULIJINGQIDESILUZHESHOU,BUTAIZAIYIDAPANDENIUXIONG。TEBIEKANHAOYIYAOYILIAOFANGXIANG,ZHEIGELINGYUZHIKANCHANPINHEXUQIU,ZUIRONGYICHUXIANNIUGU。

ZAIZHANGQIKANHAOSHICHANGDEQINGKUANGXIA,SIMUZAICANGWEISHANGYEBIJIAOJIJI。SIMUPAIPAIWANGYANJIUYUANLIUYOUHUABIAOSHI,LINJINNIANDI,SIMUDUIHOUSHIYUEFALEGUAN。CONGSIMUCANGWEIZHISHULAIKAN,ZAIJINGLILEQIANQIDEZHENDANGZOUDIHOU,BAIYISIMUCANGWEIZHISHUKAISHIHUISHENG,YIBANBAIYISIMUDECHICANGZAI80%YISHANG。

“SIMUZAIFACHANPINJIEZOUBIJIAOZHENGCHANG,MEIYOUNIANDICHONGLIANGDEJUDONG,BUZUOZESHI。CANGWEISHANG,GENWOMENHEZUODESIMUDOUBIJIAOGAO。ZHEIXIESIMUFENGXIANSHOUYIBIJIAOMINGQUE,YOUXUANZICHAN,NIANMOBUTAIHUIJIANCANG。”HAOMAICAIFUSIMUYANJIUZONGJIANCENGLINGHUABIAOSHI。