“昀沣”运行一个月后收益3%~4% "Yun fo"Operation after a month income 3% ~ 4%

　　本报讯 （记者吴倩）近日传闻中的王亚伟私募建仓股“风靡”A股，频现涨停，然而，让市场惊诧的是，昨日业界有消息称，王亚伟的首只私募产品“外贸信托·昀沣证券投资集合资金信托计划”运行一个月后，收益率仅有3%~4%，远远跑输同期涨幅为7.37%的大盘。

Report from our correspondent (Reporter WuQian)Recently rumours of WangYaWei private warehouse stock"popular"a-share,Frequency now harden,however,Let the market surprising is,Industry sources said yesterday,The first WangYaWei only private products"Foreign trade Yun securities investment trust · the trust plans of assembled funds"Operation after a month,Yield is only 3% ~ 4%,Just run lose 7.37% over the same period of the grail.

　　据知情人士透露，“昀沣”第一个月操作非常稳健，重仓股基本是王亚伟较为熟知的股票。但谈到具体细节，该人士表示不方便说。

According to informed sources,"Yun fo"The first months of operation is very stable,Heavy warehouse stock basic WangYaWei is more known as the stock.But when it comes to the details,This personage says it is not convenient to say.

　　但记者昨日从多方打听，暂未能证实该消息。包括私募排排网等第三方机构称，“昀沣”的保密工作做得很好，尚未能收集到由信托平台或经纪商提供的官方净值等相关数据。

But from reporters yesterday about the,Temporary failed to confirm the news.Including private row by row and the third party agency says,"Yun fo"Confidential work is well done,We have not been able to collect from the trust platform or broker to provide the relevant data such as the official net.

　　不过，市场分析人士认为，该消息可能并非空穴来风。首先王亚伟的私募去年12月21日才募集成立，目前还处于建仓期。按一般的逻辑，昀沣目前的仓位应该不高，这也在一方面影响了其净值表现。公开资料显示，王亚伟的这只私募产品的发售期为2012年12月13日~12月21日。

but,Market analysts said,The news may not be invented.First of all WangYaWei private equity last December 21, was established to raise,At present is still in a period.According to the general logic,Yun fo the current location should not high,It also influence on the one hand the net performance.Public data shows,WangYaWei this is private product launch date for 2012 on December 13, to December 21,.

　　此外，对于银行股，王亚伟并不看好。在其进入私募界之初，王亚伟曾公开表示，“银行虽然很强，但没有增量，存款搬家到财富管理市场后，大家都在抢银行的蛋糕，利率市场化，银行会面临成本提高、利润下降的局面。”

In addition,For bank shares,WangYaWei do not look good.In its into private equity at the beginning of the world,WangYaWei has publicly said,"Bank, although very strong,But no increment,Deposit move to wealth management market,Everyone on the bank of the cake,Interest rate marketization,The bank will face increased cost/The situation of falling profits."

　　众所周知，去年12月底A股市场的强势反弹，完全是银行股做主角。在不看好的前提下，其私募没有建仓银行股应该是大概率事件，这或许也是其私募跑输大盘的重要原因之一。（文章来源：大洋网-广州日报）

As is known to all,Last December the strength of the a-share market rebound,Is completely bank shares the bride.Not in good condition,Its not a private bank stocks should be a large probability event,Perhaps this is the private run lose one of the important reasons for the market.(source:Ocean network - guangzhou daily)