Second quarterly report of the Fund to open the curtain three will take a positive strategy

Securities Times reporter Chen Ink newspaper, HSBC Jin Xin two fund companies today first announced the 2009 quarterly. The Bank of China, Schroeder's partial-stock fund positions significantly increased, more than a fund to show "full warehouse" operating conditions, and HSBC Jin Xin, the position is stable.　　Most of the funds that disclosed the quarterly report said they would adopt an aggressive investment strategy in the three quarter and select stocks to grasp the market's structural opportunities. The Bank of the Schroeder Fund is a better performance in the two quarter of the fund company, quarterly display, the silver blue-chip, silver, silver, healthy, silver growth of the 4-stock fund than the first quarter of the collective more than 7%, positions are more than 90%, close to "full warehouse" status.　　Among them, the higher the speed of the trading position of the bank's steady, its stock position from 82.21% to 91.89%, up nearly 10%.　　April 10 this year, the establishment of the silver Pioneer, the end of the two-quarter stock positions as high as 85.79%, distance from the contract under the minimum stock 95% is still less than 10%, the focus of the allocation of two quarterly rally such as the Rainbow of financial insurance, real estate industry, showing the new partial-stock fund rapid investment It is reported that the bank's robust two-quarter results ranked first among all non-qdii open equity and bias-stock funds, which, in the second half of the year, said the recovery process, while still volatile, was clear, and that the growth of future GDP would accelerate as the economy stepped into the upward path. A-share market will also enter a long cycle of upward cycle.　　Although the second half of the year will inevitably be more fully adjusted because of the investors ' return on profits and the high level of periodic valuations, the adjustment will not change the direction of the economy, nor will it change the trend of the stock market. Unlike the Silver Schroeder, HSBC Jin letter slightly cautious, its dynamic strategy, such as fund stock positions slightly decreased, HSBC Jin Xin Dragon Fund also said that the market sentiment has reached a state of euphoria, the risk is gradually increasing, some of the industry valuation is significantly overvalued. They remain calm in the accelerating market, putting risk controls first.