热股寻踪

Hot stock pursuit

　　商报记者 李扬帆

Business newspaper reporter LiYangFan

　　尽管发端于去年12月4日的这波反弹行情在上行过程中屡遭小挫，但基金重仓股的表现却一直较为稳定，特别是基金独门重仓股的整体走势更是不俗。业内人士指出，独门重仓股往往是基金跑赢同类产品、获取超额收益的秘密武器，很可能隐藏着不为市场所知的潜在利好，因此部分基金独门重仓股值得投资者高度关注。

Although originated in last December 4, this wave rallies in ascending process by making small setback,But the fund heavy warehouse stock performance has been relatively stable,Especially the fund heavy warehouse stock combing the overall situation is not common.The personage inside course of study points out that,Unique heavy warehouse stock is often a fund run win similar products/The extra income secret weapon,Probably hide not for market know good potential,So part of the fund heavy warehouse stock worth investors unique high attention.

基金“独宠”255股 fund"Pet alone"255 shares

　　据本报数据中心统计，截至去年年底，共有815只个股成为基金的重点配置对象，基金总持股量约441.17亿股，较2012年3季度增加约17.42亿股。

According to the statistical data center,By the end of last year,A total of 815 only stocks become the focus of the fund configuration objects,Fund total float about 44.117 billion shares,A 2012 3 quarter increase of about 1.742 billion shares.

　　不过在基金整体采取增持操作策略的背后，各基金之间的意见分歧也愈加明显，其具体反映之一便是基金独门重仓股的大量涌现，据本报数据中心的统计，基金3季报显示的基金独门重仓股数量为219只，但在基金4季报中，基金独门重仓股数量已增至255只。

But in the whole operation strategy to fund around behind,The funds to a difference of opinion between also more and more obvious,The specific reflect the unique is one of the fund heavy warehouse stock required.this,According to the statistics of the data center,Fund three quarterly report shows that the fund heavy warehouse stock unique number for 219 only,But in the fund and the quarterly report,Combing the fund heavy warehouse stock number had increased to 255 only.

独门重仓股反弹称雄 Unique heavy warehouse stock rebound rule the roost

　　基金在去年4季度大幅增持的举动也得到了二级市场的积极回应，自2012年12月4日大盘反弹以来，815只基金重仓股股价的整体涨幅达到20.66%，走势好于同期上涨19.73%的大盘指数，特别是255只基金的表现尤佳，不仅其平均涨幅达到了21.51%，而且跑赢大盘者多达192只，占基金独门重仓股总量的75.3%，其中“长信利丰(519989,基金吧)”独门重仓的安居宝(300155,股吧)自反弹启动以来已经实现了92.73%的累积涨幅。

Fund in the fourth quarter of last year greatly increasing move also got positive response to the secondary market,Since December 4, 2012 since the market rebound,815 fund heavy warehouse shares 20.66% of the whole,Good trend in the same period rose 19.73% of the grail index,Especially the 255 fund performance is a plus,Not only the average or reached 21.51%,And beat the market as many as 192 only,Accounting for the fund heavy warehouse stock unique 75.3% of the total,the"&fung long letter(519989,Fund it)"Combing the heavy warehouse to treasure(300155,guba)Since the rebound since the launch has achieved 92.73% of the cumulative increase.

　独门不等于必然暴涨 Is not equal to the talents will jump

　　虽然基金独门重仓股屡有惊艳表现，但并非所有的基金独门重仓股都有成为“黑马”的潜质。

Although the fund heavy warehouse stock often have unique performance of jing,But not all of the fund heavy warehouse stock talents has become"Dark horse"potential.

　　广发证券(000776,股吧)投资顾问郑有利表示，单一基金对独门重仓股的控盘度一般要在5%以上才能对相关个股的走向形成有效影响。浙商证券投资顾问赖艺蕾认为，投资者淘金基金独门重仓股时，应首选那些在去年4季度获得基金增持、2012年业绩预期较佳且还未大幅上涨的独门重仓股，特别是契合目前热点演变趋势的一些个股最值得留意，建议投资者将具备高转送潜力、所属行业景气度较佳、业绩有望超预期增长、前期股价涨幅低于所属板块平均水平的基金独门重仓股作为近期关注的重点。

Wide hair negotiable securities(000776,guba)Investment consulting ZhengYouLi said,A single fund to unique heavy warehouse stock control plate degrees in general to more than 5% to related stocks to form effective influence.Zhejiang merchants securities investment consulting LaiYiLei think,Gold fund investors unique heavy warehouse strands,Should be first choice for those in the fourth quarter of last year for fund said/2012 performance expectations better and is not rise considerably combing heavy warehouse stock,Especially fit at present hot evolution trend of some stocks the most worthy of note,Suggest investors will have high potential transfer/Belong to the boom of industry better/Performance is expected to increase than expected/The share price or lower than the average level of the subordinate plate combing the fund heavy warehouse stock as a recent focus of concern.