Fund to miss the feast pity advance reduction of the strength of technology stocks

reporter Gao Lixia

Year of the Dragon to open the year, Facebook in the U.S. IPO application submitted to the biggest focus of the incident became a sensation in global capital markets. Global investor Warren Buffett and George Soros last week, competing holdings of technology stocks, Apples stock price also successfully broke through the $ 500, in a number of good news, "Technology Wind" comeback intensified.

A-share market, the recent electronics and information technology stocks apparently is a beautiful landscape. Unfortunately, however, the fund in the fourth quarter of last year, competing holdings of technology stocks, raised funds can only pity for this round of Science and Technology feast.

global staged "control technology"

Long years later, technology stocks began to attract the eye of global capital markets, first Facebook to be the IPO, the market valuation is expected to be up to $ 100 billion yuan. After this news broke, the capital began to chase shares on the concept of social networking, closely related to their business, social game provider Zynga share prices, another business networking site Linkedin also rose sharply.

news last week, the famous investor Warren Buffetts investment company Berkshire? Hathaway holdings in the fourth quarter of last year Intel (Confucius News) and IBM technology stocks; another famous investor George? Soross fund management company holdings of technology stocks like Google and Yahoo.

It is in this series of good news, tech stocks once again become the darling of the capital market, good at speculation the concept of A-share market, the Internet stocks naturally became the capital to chase the target.

data show that the A shares of Internet-related stocks company mainly engaged in B2B e-commerce, telecommunications value-added, financial information, online video, online games business. Which B2B e-commerce companies focus Technology (Confucius News), All Rights Reserved. Divine Taiyue, latitude communications companies value-added telecom services, financial information, including wisdom, Flush, Oriental wealth. Music Watch A shares only an online video company. Huiyuan Communication (000586), Dewey video (300 167)

yesterday, the cis Network Technology (300113), Langma information (300 288), Jin Jing (600,586) limit, the satellite network Ruijie (002 396), ternary (002 417), CY Bao (300 052), music Watch (300 104) plate pulled up sharply, and closed up more than 5%. In fact, technology stocks speculation wind lasting more than a week. Wind statistics show that since January 19, Tai Yuen shares rally astonishing 65.14%; Watch music rose up to 44.82%, Ultrasonic Electronics (000,823) rose by 41.85 percent, Chan Yu-up (002,637) 36.81 %, cis-network technology is up 36.71 percent, rose 36.90 percent in CY Bao. fourth quarter

Fund holdings have missed the feast

However Wind statistics show that the strong performance of technology stocks in the fourth quarter basically been the substantial reduction of the Fund, the Fund and therefore missed this a technology feast.

cis-network technology, for example, Wind statistics show that the end of 2011, heavily loaded along network technology 4, the total fund holding 806.68 million shares, holding a market value of about 200 million yuan, however, fund 1.7274 million in the fourth quarter to lighten up shares. Specific information, the end of the third quarter of last year, a total of five funds total holding 979 million shares, of which China Fund (Confucius News) s and there are three products, namely, China In return, China return II and China revival, holding a total of 201 shares, in addition to Yinhua domestic demand selection and Harvest Strategy return.

SW (Confucius News) latest report, smooth network technology similar to the network entertainment platform with Facebook. Facebook, core earnings model is platform-based precision marketing. Cafe billing software is bound ID information, the Internet cafe management software to track user behavior, a combination of both to achieve the same precision marketing in the Internet cafe.

along network technology through the acquisition, the company has a 80% market share of the Internet cafe management software cafe billing software 25% market share, accounting software market is expected to reach 70%.

recent strong performance of the younger treasure "Pong" on Facebook. , CY Bao has been set up on Facebook the account, and delivery of several games. Guoxin Securities analyst, said CY Bao game built product line in addition to red online, but also have moved into the industry segment of web games, mobile games and communities, including Facebook games.

But the end of the fourth quarter, CY Bao and not get any funds of all ages. Wah Fu quantum vitality in the third quarter, only holds 8.48 million shares of stock, the market value of shares is only 1.02 million yuan.

Similarly, funds in the fourth quarter of holdings of music Watch 965.18 million shares, music Watch the end of 2011, the two funds together hold 42.73 million shares, holding a market value of about 12.12 million yuan. The third quarter of last year, holding music Watch Jijinduoda 4s Invesco Great Wall, of which there are two, holds a total of 658.17 million shares, in addition to financing new blue-chip, Cathay Pacific Taurus innovation holds 195 million shares, 164.68 million shares. It seems that the four funds in the fourth quarter were underweight, while the music Watch rose as high as 44.82 percent since January 19. lighten up there Dewey video

suffered latitude communications, the end of 2011 only one fund, respectively, to hold the stock of 176.05 million shares, 1.2 million shares, the market value of shares to 30.72 million yuan, 21.81 million yuan , of which fund in the fourth quarter to lighten up 190.68 million shares, 93.64 million shares. Rally for stunning big-shares, and Huiyuan communication, great wisdom, the focus of technology, business Bao fourth quarter did not get any one fund are heavy. The end of the third quarter, GF large-growth, quality of life of the rich days of benefits, Yasunobu holds 549.98 million shares, 450 shares, 170 million shares. Great Yuan shares since 2012 along the way rose from 9.45 yuan yesterdays close of 14.45 yuan, up 52.91 percent, out early fund can only pity.