证券时报记者 朱景锋

The securities times reporter ZhuJingFeng

　　今年以来大盘震荡上行，部分基金抓住结构机会业绩表现抢眼，最牛基金今年单位净值涨幅已超过10%。而医药股今年以来的良好表现使得医药主题基金平均涨幅超过9%，成为表现最好的行业基金。

Since this year the market upward shocks,Part of the fund seize the opportunity to grab an eye structure performance,This year's most fund net value of the unit are up more than 10%.And pharmaceutical shares since this year the good performance that medicine theme fund an average increase of more than 9%,As one of the best industry fund.

　　据天相投顾统计显示，截至1月18日，511只主动型偏股基金今年以来单位净值平均涨幅达到3.99%，领先沪深300指数1个百分点，其中宝盈核心优势收益率达到11.54%，净值涨幅远超大盘，成为目前偏股基金的领跑者。

According to the statistics show that good day,By January and,,Article 511 only partial shares fund net value of the unit since this year an average increase of 3.99%,Ahead of the Shanghai and shenzhen 300 index 1%,The treasure surplus core advantage yield up to 11.54%,Net worth or far large plate,Become at present partial shares fund leader.

　　据该基金上周六发布的四季报显示，在仓位不足七成的情况下，重仓股大涨是该基金净值大幅超越市场的主要原因。季报显示，宝盈核心优势去年底重仓了信息技术股，该行业市值占基金净值比例高达35.41%，属于超配。而其前十大重仓股中，今年以来已有5只涨幅超过10%，其中第七大重仓股二六三(002467,股吧)今年涨幅高达50.53%，第三大重仓股赛为智能(300044,股吧)和第六大重仓股朗玛信息(300288,股吧)分别大涨39.43%和25.23%，这三大IT重仓股成为宝盈核心优势净值上攻的动力源(600405,股吧)。而重仓股康美药业(600518,股吧)和史丹利(002588,股吧)涨幅也超过10%。

According to the fund released Saturday newspaper showed the four seasons,In the position less than seventy percent of cases,Heavy warehouse shares of the fund net value is substantially beyond the main reason for the market.Quarterly report shows that,Treasure the end of core advantage heavy warehouse in information technology,The industry market value accounting for the fund's net worth ratio as high as 35.41%,Belongs to the super match.And the first ten big heavy warehouse in stock,Since this year has only increased by more than 10% in May,The seventh largest heavy warehouse stock 263(002467,guba)This year or as high as 50.53%,The third big heavy warehouse stock for the intelligent(300044,guba)And the sixth big heavy warehouse stock lang and information(300288,guba)Rose 39.43% and 25.23% respectively,These three IT heavy warehouse stock become treasure the net value of the core advantage on the power source of the attack(600405,guba).And heavy warehouse stock sig pharmaceutical(600518,guba)And Stanley(002588,guba)Rose more than 10%.

　　在宝盈核心优势之后，则都是医药基金的天下，易方达医疗行业、汇添富医药、博时医疗、华宝医药等医药主题基金单位净值分别大涨9.82%、9.77%、9.1%和8.78%，融通医疗涨幅也达到7.9%，医药主题基金也成为目前表现最好的行业基金。

The core advantage in treasure after,It is the medical fund,YiFangDa medical industry/Remit add rich medical/When rich medical/Warburg medicine medicine theme fund unit net value rose 9.82%, respectively/9.77%/9.1% and 8.78%,Accommodation medical rose 7.9%,Medical subject funds also become the best industry fund.

　　盘面显示，成长股开年以来接过周期股上涨的接力棒，成为市场领涨者。其中，医药板块涨幅接近10%，涨幅最大。电子、信息技术等板块涨幅接近8%，这使得重仓这些板块的交银制造、上投新动力(310328,基金吧)、长盛信息、农银消费、国泰区位、华富竞争力、诺安中小盘、华商主题、中欧盛世、添富逆向、东吴进取策略、景顺增长(260104,基金吧)2、景顺增长等基金涨幅均超过了7%。

Disk shows,Growth stock open years took the cycle shares were up the baton,As the market is brought up.the,Medicine plate or close to 10%,Largest increase.electronic/Information technology plate or close to 8%,This makes heavy warehouse these plates into silver manufacturing/Cast on the new(310328,Fund it)/Long cheng information/Agriculture silver consumption/Cathay Pacific location/Competitiveness can/'s small,/Chinese theme/Central time/Add rich reverse/Dongwu aggressive strategy/JingShun growth(260104,Fund it)2/JingShun growth fund rose by more than 7%.

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