沪指一举突破2400点后，A股能否继续延续强势呢？据最新调查显示，2月份阳光私募信心指数较上月有所回落，68.18%私募看涨2月行情，相较上月略微下降3.91%，看跌的私募则为9.09%，相比1月，私募的谨慎情绪开始出现。

Every breakthrough boomed after 2400 points,A shares will continue to continue strong it?According to the latest survey,February sun private confidence is somewhat fall after a rise last month,68.18% private bullish on February quotation,Compared with slightly decreased 3.91% last month,Bearish private is 9.09%,January compared,Private care emotions began to appear.

　　乐观私募看高至3200点 Optimistic private see high to 3200 points

　　据悉，私募基金在1月大幅提高仓位，获得不错的收益，近九成私募获得正收益，部分重仓银行(行情 专区)等表现出色板块的私募捕获高收益，收益率超过15%的私募产品琳琅满目。

It is reported,Private equity fund in the January increase positions,Get a good income,Nearly ninety percent private gain positive income,Part of the heavy warehouse bank(Market area)Performance of the plate, such as private capture high yield,Yield more than 15% of the private products full of beautiful things in eyes.

　　据数据中心调查，对于此波反弹，乐观的私募看至3200点，而这一波反弹看高到2600点的私募数量最多，占27.27%，18.18%私募看高至2500点，而13.64%私募则认为会反弹至2450点附近，目前沪指已经进入这一区间。

According to the data center survey,For the rebound,Optimistic private see to 3200 points,And this one rebound see high to 2600 points has the largest number of private equity,Accounted for 27.27%,18.18% private see high to 2500 points,And 13.64% think will rebound to private equity is near 2450,At present has boomed in the interval.

　　私募基金对2月行情信心略有下降，从仓位调查结果也有所显示，据调查显示，私募基金2月预计平均仓位为72%，略微下降3.86%。

Private equity fund to February market confidence has fallen slightly,From the results of the survey will be display position,According to the survey,Private equity fund position on February are expected to average 72%,Slightly decreased 3.86%.

　　其中，36.36%私募预计仓位高于80%，13.64%私募表示继续满仓操作，36.36%私募预计仓位介于50—80%，18.19%私募预计仓位位于30--50%，而低于30%仓位的私募略有增加，为9.09%。

the,Private equity is expected to more than 80% 36.36% position,13.64% said ManCang private continue to operate,36.36% is expected between private position fifty - 80%,Private equity is expected to 18.19% position is located in 30-50%,And less than 30% of the private equity position slightly increase,Is 9.09%.

　　2月金融消费仍受青睐 February financial consumption is still popular

　　A股反弹行情继续得如火如荼，部分板块涨势惊人，那么，2月私募基金又会重点看好哪些板块的投资机会呢？

A-share market continues to rebound in full swing,Part of the plate a rise,so,2 months and private equity fund will focus on value of the investment opportunities? What plate?

　　调查报告显示，私募绝大多数延续着之前的配置，金融和消费仍然最受私募青睐，50%私募看好金融股持续表现，36.36%私募看好消费股未来的机会，医药(行情 专区)和地产分别有27.27%和22.73%私募看好，年报中的高送转、节能环保、新材料(行情 专区)和石化各有9.09%私募看好。

The survey report shows,Private most continue with the configuration of before,Financial and consumption is still the most popular favour private,50% of the private value for financial performance,Private consumption share 36.36% good future opportunities,medicine(Market area)And real estate with 27.27% and 22.73% private value,The high annual report to turn/Energy conservation and environmental protection/The new material(Market area)And petrochemical each have 9.09% private value.

　　另外，传媒、家电、资源、能源、汽车、TMT、军工、美丽中国概念等也受到私募青睐。

In addition,media/Home appliance/resources/energy/car/TMT/military/Beautiful concept of China have also been private favour.

　　乾阳投资董事长何辉表示年前比较看好强周期性行业，如地产、金融。银行股虽然前期已经出现了较大程度的涨幅，但强者恒强，后期还会有所表现。地产板块则看好相关龙头股，尤其是估值不高、成长型又比较好的品种。除金融和地产外，他还比较看好消费和机械设备板块。

Dry Yang investment chairman ho fai said years ago will prefer strong cyclical industry,Such as real estate/financial.Although the bank shares has been greatly increase the degree of,But the strong constant strong,Later will be showed.The real estate sector has the relevant leading shares,Especially the valuation is not high/Growth and good varieties.In addition to the financial and real estate,He also will prefer spending and mechanical equipment plate.

　　叶猷建也表示主要看好金融，包括银行和保险，二期产品银行买的多点，一期保险买的多。

YeYou built also said the main financial value,Including Banks and insurance,The second phase of the bank to buy more products,A period of insurance to buy more.

　　重阳投资认为主要从两个方向进行布局：一是竞争性行业，选择拥有定价权或定价权继续提升的优势企业。二是非竞争性行业看好与经济周期弱相关的资源型企业。

The double ninth festival investment think mainly from two directions of layout:One is the competitive industry,Choose have pricing or pricing to continue to ascend the advantage of enterprise.The second is a competitive industry value and economic cycle weak related resources enterprise.