Most funds are still waiting to see Most funds are still on the sidelines and looking for new breakthroughs. On the investment Morgan, Wah Fu and Tianzhi Fund optimistic expectations in the fourth quarter of the market will rise in the shock, for the market in late September, that the increase in pressure to adjust the funds are not individual, such as the Merchants Fund, Invesco Great Wall, Soochow Fund and Nuo Fund. From the perspective of the recent operations of the fund, the fund of Invesco Great Wall will maintain its stock position in August. The beta value raised by the fund in August may fall again in September, and Dacheng Fund also appropriately lowered its stock position in the near future. The Great Wall’s peace of mind, established in mid-August, will return its stock position in September to 10% to 40%. The expected and actual operation of the comprehensive fund, excluding funds that hold views on leather, most funds are cautious about the market in late September. They believe that the probability of downward adjustment is relatively large, and the adjustment space is limited. The market will continue its upward trend years ago, and it will oscillate strongly in the market. Structural opportunities are active. ã€Investment Advice】 Focus on electrolytic aluminum industry The layout of the entire fund portfolio will enter a later stage this month, and the leading products of the next wave of the market may also surface gradually. The new trend this week is the opportunity of the Investment Fund and Dacheng Fund to focus on the electrolytic aluminum industry. In addition, the Huabao Consumer Goods Fund has a special interest in the real estate industry, Invesco Great Wall still maintains the real estate due to a larger increase in the previous period and the short-term high valuation point of view, China Merchants Fund's recent real estate stocks core position does not move, but will be part Positions are band-operated.
