Fund to take advantage of the resource shares, or step up shipments of technology stocks followed the

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by reporter Li

2012 at the beginning of the raised funds will continue to adjust the strategic layout of the action. The past year, many stick to the growth style fund managers are starting to adjust the direction of increased underestimate the value of blue chip configuration. Correspondingly, small board stocks, and the GEM fund gradually transferred out. Among these, the IT listed companies to become the main target of reduction. It is understood that, since the beginning of Year of the Dragon, technology stocks has been the reduction of the phenomenon still exists, but the momentum is weakening. The recent strength of the colored resource sector, despite the Fund to select the small-scale funding sniper, there are still many funds to choose homeopathic shipping.

sold technology stocks to slow down IT section

January really fall much, it is estimated that the main many funds in the busy tone warehouse conversion, this growth of small stocks in the past to take too much stock opening years of decline, it should be fund the results of the equilibrium configuration. portfolio of a fund fund manager told the "Daily Economic News" reporter. According to the SW of an industry index, in January of information services index fell 6.68 percent. Bear shares in January, the class of information technology stocks occupy the forefront of the list. Year of the Dragon-opening, this momentum has not stopped since the fund portfolio optimization, select the holdings of technology stocks.

the Shenzhen Stock Exchange data show that, last Thursday, purple Arima, technology stocks suffered significantly underweight. The day a total of four agencies seats shipped, sold a total of over 3400 million. a fund company in

Shenzhen Investment Research said: "the Fund in January this IT growth stocks to adjust relatively frequently, but now turned almost there may be funds in the reduction of, it is estimated that the action will not be too the TMT class before buying much all ideas at this stage is relatively uniform in the blue-chip body, capital is not particularly liberal (such shares) was transferred out normal. in the minority in the TMT oversold varieties, the value of investments can also it touches can be concerned about. "

resource stocks warming fund homeopathic shipping

by the European debt crisis, precious metals and mineral resources sought after by the market since the end of the same period in the A-share market resources stocks were also strong. Yesterday, the stock performance of the Shanghai and Shenzhen A-share market theme is very eye-catching, especially resource theme stocks is very active. Jiangxi Copper, Liyuan Aluminum and Tongling Nonferrous limit, Western resources, Baotou Steel Rare Earth rose nearly 9 percent. But with high forwarding theme-related mine shares of Chinese real estate industry trading is also very active, climbing higher and higher stock prices and return to above 10 yuan / share. All day share price of the acquisition of magnesite refractory shares of Pu-resistant shares all the way up, the same mine-related background of Tibet Chengtou stock is washed daily limit. In the fourth quarter of last year, the Fund Fund resource stocks such as metal, nonmetal, the implementation of reduction. Sharp rise in resource stocks has naturally attracted the attention of the funds and other institutions. Since February, especially the pattern of recent sessions, resource stocks led the gains, is a further determination to adhere to the Fund to sell resources stocks is also very likely to step in technology stocks footsteps, the funds transferred out.

Tuesday, Jinling Mining opened higher and sealed limit, and the day the Shanghai Stock Exchange seats a total of five institutions seats in the transaction list, of which there are four options to sell, for a total sell funds over 9500 million, while the agency seats on the amount of funding is not only buying 900 million.

yesterday impact sealed daily limit Tibet, investment, institutional seats to become the main force of the seller, the same day sold $ 7.575 million yuan. Tongling Nonferrous Metals institutions choose to buy a substantial, but the two institutions sell seats still together sold more than 38 million yuan. Other in Lingnan institutions favor.

resource stocks I bought less than, mainly to see the valuation. further stated that the aforementioned fund manager.

Shanghai a fund company, investment director, admitted that "Recently the performance of resource stocks good, the holdings of some, but not too much. I was more optimistic about those results for the steady growth of blue-chip, but the subject shares or to be seen, some opportunities. "

resource stocks transaction opportunities, you can take small amounts of money to do the next short-term. "Shanghai, a fund account investment manager said.