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公募基金二季度巅峰对决："茅指数"核心资产VS"宁指数"景气赛道谁会胜出？下半年最强风口已现！

图片来源：Wind数据
东兴策略分析表示，主动权益基金仓位上升逼近80%分界线，对三季度市场的指示效应较强。回顾历史，满足股票仓位环比上行2个百分点、绝对值达到80%标准的情况，分别出现在2009年一季度、四季度，2010年三季度、四季度，2013年三季度，2014年三季度，2020年二季度、四季度等时期。统计上述阶段前后的市场表现发现：仓位处于高点且环比上行季度中8次股市当季度上涨，概率为100%；5次后一个季度上涨，概率为62.5%；3次后一季度上证综指转为下跌，概率为37.5%，但跌幅均小于上行当季的前一季度。
不同于市值大幅增长，主动权益基金的份额却略微有所下滑。广发策略表示，从整体来看，今年二季度份额下降而同期同口径新发基金份额仍规模较大，表明存量基金的“净赎回”较为明显。从结构来看，“净赎回”主要体现在� ....

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2021年中国化工园区市场现状及产业布局规划分析 "十四五"规划建成五大世界级石化产业集群 _ 东方财富网
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2021年中国化工园区市场现状及产业布局规划分析 "十四五"规划建成五大世界级石化产业集群_行业研究报告

2021年中国化工园区市场现状及产业布局规划分析 "十四五"规划建成五大世界级石化产业集群_行业研究报告
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2021年中国化工园区行业市场现状及发展趋势分析园区绿色、智慧化水平不断提高_行业研究报告
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2021年中国化工园区行业市场现状及发展趋势分析园区绿色、智慧化水平不断提高 _ 东方财富网

2021年中国化工园区行业市场现状及发展趋势分析园区绿色、智慧化水平不断提高 _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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