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51.88% 基金投资口味有大变化

打印本稿】 【进入论坛】 【推荐朋友】 【关闭窗口 2007年07月27日 15:28
秦洪
    二季度基金持股趋于分散,机械设备、房地产、采掘、木材家具、建筑等五大行业成为基金重点增持对象。从投资行业分布情况来看,机械设备、房地产、采掘业是基金重点增持的前三大板块。其中,从市值增长情况来看,采掘业增幅最大,达到了51.88%,其次为房地产的36.69%和机械设备的17.17%。

    基金二季度增持最为明显的是金融保险类个股,而传统的钢铁、石化等蓝筹股则成为基金重点减持对象。看来,基金的口味的确有了极大的变化。
 
来源:渤海投资
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