U-turn or persistent? South car or into Chong Yang 3 performance Express?

On the level of paranoia about bank stocks, in the collection of finance has a gold department, in the Sun private, then the freshwater Spring department.　　After paying a full six-year net worth of the price, the two like the "left side" of the players, at the same time chose to cut meat, leave.　　Step back, a brighter sky.　　Freshwater Springs U-turn this newspaper statistics show that as of August 29, in the 300 sunshine private placement in the statistical range, 9 products of Freshwater springs have climbed up to 50 in nearly three months, and the highest freshwater springs have grown to a stage of 8.88% in the 23rd place. And in the same period, the same as fresh water fountain of many star private, the performance is slightly unsatisfactory.　　For example, in addition to the ease of investment elite, Lu Jun's calmly series of nearly three months of performance mostly showed a small loss of about 2%; Zhang Yixian's far-strategy series net worth has barely increased.　　As a result, nearly three months of growth have largely compensated for previous losses: Freshwater springs have shrunk to less than 3% per cent in nearly six months over the same period.　　On the contrary, the decline was far from the calm of the freshwater spring, its products more than a six-month decline of more than 10% (see the current "Sunshine private Performance rankings").　　Not to be facetious, the first quarter of this year, the 2009 has hit the double performance and the "popular" fresh water spring has encountered a round of unexpected sniper. Previous statistics from this newspaper show that as of the end of March, the freshwater Spring series of 2 products and the first to take over the Ping an Fortune China opportunity one to three, its average loss in the near 3-month period of more than 7%-almost more than the same period index declines, and in more than 300 sunshine private products,　　Freshwater Spring series of products in the same period of income ranked 1/4.　　Although there is no public stock list available for reference, the industry generally speculated that the "reverse investor" label of Freshwater springs early in the choice of squatting is considered to be the valuation of the low-lying market stocks, financial stocks. Yesiying, the company's investment director, said that the freshwater fountain, which still insists on its contrarian style, has been lurking in selected areas, when Freshwater springs ' performance has shrunk sharply.　　Some stocks have started to perform well in the near term, while positions are kept above half position.　　However, this may not be the case-because, if you have been waiting for large stocks, freshwater springs in no way can harvest in the third quarter of such a fruitful investment fruit. Another evidence of a change in the idea of fresh-water stocks is that, at the end of the two quarter, it appeared for the first time this year in the top ten circulating shareholder lists of the two shares of the company's shares and blond technology, with the latter holding nearly 20 million shares,　　The cost of holding shares is estimated at around 150 million-200 million, while the former is the only IPO on June 10 this year. As of September 9, blonde technology has risen by about 44% since the end of the two quarter, while its shares are up about 14%.　　In the same period, a-share index of various financial stocks rose less than 10%. Chong-yang type of perseverance, although in exchange for short-term performance of the rapid promotion, butNow, perhaps no one dares to say that the choice of freshwater fountain must be right or wrong.　　In particular, financial stocks and valuations are not higher but lower when freshwater springs were swept at the time, leading to a further increase in spreads between the former and H-shares, with a premium level of more than 20% per cent in some shares.　　And, since the end of the two quarter, the small and Medium-sized board index strength nearly 26%, the same period of 300 increase less than 13%, equivalent to half less than the former, resulting in relatively low valuation of the stock market is lower than the beginning of the year-even after the September 6 rally 7%, Baosteel Shares of the P/E　　Faced with a huge difference in valuation levels, Li Xuli is obviously unwilling to give up the recognition of the large stock market value of the return of the benefits.　　In the freshwater spring system "betray" blue-chip, the system is almost motionless, Chongyang 3 at the end of the first quarter to hold the three major stocks-Baosteel shares, China South car, Tsingtao Beer, continued to appear in the end of the two quarter of the warehouse stock list. And, in addition to Tsingtao beer slightly to lighten, in the two quarter, Chongyang 3 to China South Car and Baosteel shares are in the opening.　　In particular, Chongyang 3 and Chong Yang Company's large number of its own funds are overweight investment in Baosteel, the new amount of more than 200 million, and the same period, after a substantial increase in the end of the quarter more than 20 million shares have more than 60 million shares in China South car, the market value of more than 300 million Yuan Chong 3, two quarter again slightly increase　　Statistics also show that the two-ninth Chongyang 1 and Chongyang 3 each spent 100 million-200 million yuan, and also killed into the real estate shares Oct A, after the stock once a strong rebound more than 20%, but by the beginning of September is less than 15%.　　At the same time, at the end of the two quarter still did not wait until the "28" switch market, two quarter to September 9, Chongyang 3 The most heavy warehouse of China South car and Baosteel shares rose less than 10%. At this point, Chongyang 3 this year's performance has attracted the insider's query. Shanghai, a well-known fund company with a strong reputation, its relevant personnel on the eyes of Chongyang, "I see Baosteel this year is very not what."　　"and Shenzhen, a large fund company insiders believe that, after the departure from the original platform, Li Xuli in the original investment has been freed from the constraints and also lost the original public offering fund platform for Investment and research support, thus affecting the performance of the former. "You're not going to be able to do that on your original platform," said the investment discipline, which is sometimes hateful, but sometimes a protection that is not too radical.　　"he said. He also pointed out that as large fund companies, because of the huge warehouse interests of the securities dealers, the latter had to provide more valuable research results, "it is for those few billion, a billion of of private companies, is not able to enjoy."　　"But it would be imprudent to take the Li Xuli, who served as the investment director of two large public fund companies and have a record of good results, as trifled." In fact, Li Xuli's investment in ChongyangAlso is not just self-made small family: Public information shows that Shanghai Chongyang investment in a total of 150 million shares of China Merchants Securities restricted shares, and will be lifted this November 17 this year, according to the current stock price calculation, the single investment in the market value of more than 3 billion yuan. And if you flip 3 in 2009 3, 4-quarter shareholding, you can find that this year's most lucrative plate among the most profitable stocks-Donga gelatin in the pharmaceutical sector, Roe Island in the fishery plate, as well as new materials in the Boyun, have long been Li Xuli played and earned a vote, especially,　　Donga Donkey-Hide gelatin was one of the largest heavy warehouse stocks of 3 of Chong Yang, which invested more than 200 million yuan. According to The Economist, the three stocks have risen by more than 25% in the Four Seasons of 2009, with Roe Island exceeding 60% per cent.　　It is regrettable that, when Chong Yang 3 for the entire battle for Baosteel, China Southern car and Tsingtao Beer, the former had to toaster in early 2010.　　It turned out to be just the prelude to the rally, which, as of September 9, has risen by more than 80% per cent this year, and Roe Island is more than 100%. In other words, to be sure, in the last year just left the new Chong-Yin Schroeder inauguration, Li Xuli to the plate and a stock grasp still full of skill.　　Then the question is, if Li Xuli did not have the ability to significantly reduce, then this year's 3 to the heavy warehouse to grasp the "wrong", whether there are hidden after the understanding of the interests of the reasons? A particularly noteworthy message is that after 3 years of incubation, this year's most powerful collection of financial brokerage East China Sea Securities, its Dongfeng 5th collection of financial management in the two quarter in China's top ten circulating shareholder list, holding more than 580 billion shares; At the same time, the East China Sea Securities trading plate has been in the early one quarter quietly entered the Chinese North car　　, by the end of the two quarter, the former further substantial increase to more than 59 million shares, and the East China Sea Dongfeng 5th also synchronized entry, shareholding also more than 58 million shares-three, the East China Sea Securities in the two high-speed rail stocks on the investment has been about 900 million yuan (of which, East China Sea Dongfeng 5th, about 600 million yuan)! Public data show that the East China Sea Dongfeng 5th was established on February 5 this year, since the establishment of gains of 4.74% (to September 10).　　At the end of the two quarter, the total size of the product was about 3.9 billion yuan.　　What makes Donghai securities so obsessed with South and North cars after the Chong Yang?　　In the East China Sea Securities in a strong companion, the 3 of the holders of Chongyang can take a trip to real Performance Express? Wait。 [Page]