Per reporter: Zeng Zijian Per editor: Ye Feng
Cast base Z generation, Z brother is the most real.
Changchun Gaoxin, which has been in the clouds for more than 1 month, suddenly encountered a black swan today, and after 10:30 a.m., the flash crash stopped. The fund manager Glen, known as the "goddess of medicine", just increased his position in Changchun High-tech in November last year. In recent months, the pharmaceutical theme fund managed by Gülen has stepped on a number of pharmaceutical bull stocks such as Changchun High-tech, Aier Ophthalmology, Tongce Medical, WuXi AppTec and so on.
Changchun Gaoxin's drop stop is related to a piece of news. According to reports, the official website of the Guangdong Provincial Drug Trading Center issued a notice of "Guangdong Alliance Diclofenac and Other Drugs Centralized Procurement Documents", and announced the relevant documents of the centralized procurement of 276 drug alliance areas such as diclofenac, and invited enterprises that meet the requirements to apply. In the relevant documents, a number of recombinant human growth hormone products are listed: including Changchun Jinsai Pharmaceutical Co., Ltd., a subsidiary of Changchun High-tech, recombinant human growth hormone injection, and recombinant human growth hormone for injection. In addition, Anko Bio's recombinant human growth hormone injection and recombinant human growth hormone for injection are also among them.
It is affected by this news that not only Changchun high-tech fell to a halt, But also Anke Bio fell by 7.54% today.
Last year, with the end of the group stock market, Changchun High-tech stock price also fell from the highest price of 522.2 yuan to the current price of more than 200 yuan. Today's drop stop, Changchun Gaoxin fell below the lowest price last year, creating a new low in the past 2 years.
The fund managed by Gülen has always been a "loyal fan" of Changchun Gaoxin, and in the middle of last year, the CeIBS Medical and Health Hybrid Fund held up to 6.21 million shares of Changchun Gaoxin at its most. Although in the third quarter of last year, the China-Europe Healthcare Hybrid once reduced its holdings to 5.09 million shares. However, according to the list of the top ten shareholders of the company's share repurchases released on November 26 last year, as of November 23, cepharma healthcare hybrid once again increased its position in Changchun High-tech and held 5.51 million shares.
However, after the increase in positions, Changchun High-tech stock price continued to decline. In fact, in recent months, the heavy stocks of CEIBS Medical Health have been "thunderous". In the early stage, Aier Ophthalmology and Tongce Medical have successively fallen and broken, and Zhifei Biology has reached a new low. Continuously, WuXi AppTec, Gloria Ingen, Tigermed and other stocks are also not doing well.
In Brother Z's view, in addition to the pharmaceutical track, liquor and new energy tracks are actually facing greater pressure.
For example, liquor, today Shede Liquor announced the annual performance forecast, last year's performance pre-increase of 112% to 121%. The performance of the liquor industry is indeed very good. However, the current market is obviously no longer sensitive to the high-growth performance of the liquor track. In the first two years, liquor stocks performed very well, and the stock price rose hugely, which is expected to have high growth in these two years. However, when the performance begins to materialize now, no one applauds anymore. Today, the liquor industry has not only not risen, but also fell by 4.5%.
There is also the drunkard liquor, the same announcement last year's performance increased by 79% to 93%, but the stock price also fell by 3.73%. In addition, what has always made Brother Z more entangled is the new energy track, although the certainty of high performance growth is very high, and even can continue to be optimistic for one or two years, but in the new energy track stocks, in addition to a very small number of stocks can still be strong, other stocks are not performing well.
The continuous weakening of the three major tracks from medicine, liquor and new energy actually indicates that this year's stock market investment and fund investment will still be full of uncertainties. If you continue to stick to these tracks, then it may be really difficult to get excess returns.
Next, Brother Z will share a fund investment weapon with readers, with the disclosure of the fund four seasons report more and more, many friends want to query the latest fund four seasons report content in time. Therefore, in the "Fund Small" column of "Wealth Management", we have added a "fund regular report position real-time update" function.
After clicking to enter, you can see the four functions of "the latest position of the 10 billion fund manager", "the latest heavy position of the double ten fund manager", "the latest heavy position of the top 50 fund manager", and the "overall heavy position of the public fund". The launch of the new function will help everyone to grasp the latest position adjustment trend of the fund in a timely manner through the fund's four quarterly reports, and at the same time tap the potential of individual stocks. On the eve of the Spring Festival, the important function update of "Fund Xiao every" can also be regarded as a Spring Festival gift sent by Brother Z in advance.
Finally, Brother Z continues to share with you the entrance of "Fund Small Every":
"Fund Xiao every" is a new investment tool, Z brother should also slowly familiarize himself with its functions, and hope to help our fund investment in the future. If you have any questions, you can also raise them in the "Fund Small Every", and we will discuss them together.
(Risk Warning: Equity funds are high-risk varieties and should be cautious when investing.) This material is not intended to be any legal document, and all information or opinions expressed in the materials do not constitute the final operational advice of investment, legal, accounting or taxation, and I do not make any guarantee as to the final operational advice with respect to the contents of the materials. In no event shall I be liable to any person for any loss arising from the use of any content in this material. Mainland funds have been in operation for a short period of time and do not reflect all stages of stock market development. The past performance of fixed investment does not represent future performance, and investors should fully understand the difference between the fund's regular fixed investment and zero deposit and withdrawal of savings methods. Regular fixed investment is a simple and easy way to guide investors to make long-term investments and average investment costs. However, regular fixed investment does not avoid the risks inherent in fund investment, does not guarantee that investors will receive returns, and is not an equivalent financial management method that replaces savings.
Investors are investing. Before the fund, please carefully read the fund's "Fund Contract", "Prospectus" and other fund legal documents, fully understand the risk return characteristics and product characteristics of the fund, fully consider its own risk tolerance, on the basis of understanding the product or service situation, listen to the appropriateness of the opinion, rationally judge the market, according to its own investment objectives, term, investment experience, asset status and other factors prudently make investment decisions, independently bear investment risks. The market is risky, and you need to be cautious when entering the market. The fund manager reminds investors of the principle of "buyer's own responsibility" for fund investment, and after investors make investment decisions, the investment risks caused by the operation status of the fund, the fluctuation of the listed trading price of the fund shares and the changes in the net value of the fund are the responsibility of the investors. ）
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