如何找到上涨动力、弹性较强的基金?
私募排排网·2025-05-27 03:10

Core Viewpoint - The article emphasizes the importance of identifying funds with strong underlying securities to find those with significant upward momentum and elasticity in the current market [2]. Group 1: Fund Performance and Stock Selection - As of the end of Q1, a total of 13,221 funds held 2,759 A-shares, with 1,347 stocks being increased and 714 stocks being reduced in holdings during the quarter. The average performance of increased stocks was 1.29%, while reduced stocks saw an average decline of 1.42% [3]. - A total of 60 strong stocks were identified based on specific criteria, with the top three performers since the end of Q1 being Yipin Hong (医药股一品红), Jinbo Biological (锦波生物), and Shijia Photon (仕佳光子), with respective increases of 26.33%, 24.20%, and 69.99% [4][5]. Group 2: Fund Characteristics and Selection Criteria - The selection criteria for strong stocks included an increase in holdings, being held by three or more funds, a total market value exceeding 10 million, and a price increase of over 20% since the end of Q1 [4]. - Among the identified strong stocks, the most held was Chifeng Gold (赤峰黄金), with 402 funds holding a total market value of 6.838 billion yuan, reflecting an increase of 8.59% in holdings [5][6]. Group 3: Fund Types and Performance - The analysis revealed that 39 funds held three or more strong stocks, with 9 of these funds showing a strong potential for upward movement and yield elasticity [8]. - The 9 selected funds achieved positive returns since the end of Q1, indicating the effectiveness of the selection criteria [8]. Group 4: Notable Fund Performances - The "Huitianfu North Exchange Innovation Selected Two-Year Open Mixed A" fund, managed by Ma Xiang and Ma Lei, achieved a return of 29.97% since the end of Q1, significantly outperforming its benchmark [11]. - The "Qianhai United Swimming Wave Mixed A" fund, managed by Wang Jing, realized a return of 13.80%, also surpassing its benchmark [11].

如何找到上涨动力、弹性较强的基金? - Reportify