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WEISHENMEYAODINGTOU?

聚沙成塔,积少成多。
培养勤俭节约习惯及理财意识。
摊低成本,分散风险。
轻松投资,省时省力。

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真便宜
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嘉实基金胡涛:A股结构性上升趋势未改 平衡策略把握机会

黑龙江福彩网JIASHIJIJINDONGSHIZONGJINGLI、PINGHENGFENGGETOUZIZONGJIANHUTAO8YUE25RIZUOKEJINRITOUTIAOCAIJINGPINDAOHEXINHUACAIJINGXIANSHANGFANGTANLANMU《TOUJIFANGFALUN》,FENXIANGGUPIAOTOUZIZHIDAO。

XINHUACAIJINGBEIJING8YUE25RIDIAN JIASHIJIJINDONGSHIZONGJINGLI、PINGHENGFENGGETOUZIZONGJIANHUTAO8YUE25RIZUOKEJINRITOUTIAOCAIJINGPINDAOHEXINHUACAIJINGXIANSHANGFANGTANLANMU《TOUJIFANGFALUN》,FENXIANGGUPIAOTOUZIZHIDAO。

黑龙江福彩网JIASHIJIJINHUTAOJIABINJIANJIE:HUTAO,MEIGUOYINDIANNADAXUEKAILISHANGXUEYUANMBA,CFA(TEXUJINRONGFENXISHI),18NIANTOUYANJINGYAN;CENGRENBEIJINGZHENGQUANYOUXIANZERENGONGSITOUZIYINXINGBUJINGLI,ZHONGJINGONGSIGUPIAOYANJIUJINGLI,ZHANGSHENGJIJINYANJIUYUAN,YOUBANGHUATAIJIJINJIJINJINGLIZHULI,TAIDAHONGLIJIJINZHUANHUTOUZIBUFUZONGJINGLI、YANJIUBUYANJIUZHUGUAN、JIJINJINGLIDENGZHIWU;2014NIAN3YUEJIARUJIASHIJIJINGUPIAOTOUZIBU,CENGRENGARPCELVEZUTOUZIZONGJIAN,ZI2015NIANQIJIANRENSHEBAOQUANYIZUHETOUZIJINGLI,XIANRENJIASHIJIJINDONGSHIZONGJINGLI、PINGHENGFENGGETOUZIZONGJIAN。

问:近期市场波动较大,外围压力也相对较大,你如何看待当前市场?

HUTAO:RENHEYILUNSHICHANGSHANGZHANGDOUBUSHIYIFANFENGSHUNDE,WOMENYAOZHUAZHUYIXIEZHUXIAN。BIRUXIANZAIHUOBIZHENGCEFEICHANGKUANSONG,WEILEYINGDUIYIQING,DUANQIHUOBIKUANSONGBUHUIJIESHU。WORENWEIZHEIZHONGKUANSONGKENENGHUIBAOCHIDAOMINGNIANYIJIDUYIHOU。

LINGWAI,HUOBIKUANSONGZANSHIBUHUIYINQIYANZHONGDETONGZHANG。YINWEIZAIWEIGUANSHITIDEJIAGANGGANHAISHISHOUDAOYIXIEYUESHUDE,ZHENGTIDETONGZHANGYALI、PPIDEYALIHAIBIJIAOXIAO。

DISAN,QUDONGAGUZHEIYILUNSHANGSHENGDEBIJIAOHEXINDEYINSU,HAISHIYINWEIZIXIAERSHANGYOUXUANDEYIXIEYOUZHIGONGSI。QUESHISHIYOUXIUDEGONGSIZAISHANGZHANG,ZHEIGEWOJUEDESHIZHEIYILUNSHANGZHANGDEZHUXIAN。

黑龙江福彩网DISI,ZHENGCEFANGMIANQIANSUOWEIYOUDEGUANXINZIBENSHICHANG。XIANZAIDAJIADEGONGSHISHIZENMEYANGBAGDPDEDANGAOZUODA。SUOYI,SUIRANDUANQIYINSUHUIYOURAODONG,DANSHICHANGZHANGQISHANGZHANGDEQUSHISHIBIJIAOJIANKANGDE,ERQIEHAISHINENGGOUBAOCHIXIAQU。

问:你现在管理公募及社保共计300多亿的规模,如何做到换手率相对较低?

HUTAO:WOBIJIAOZHUZHONGZIXIAERSHANGXUANGU。DANZAIXUANGUQIANDOUBIJIAOSHENZHONG,YAOKAOLVHENDUOYINSU,YIDANMAIRUZHIHOU,JIUYAOCHONGFENFENXIANGTADECHENGZHANG,BUHUIQINGYIDIYINWEISHICHANGWAIBUDEYIXIESHIJIANHUOZHEYIXIEQINGXUDEBODONGJIUBATAMAIDIAO,XIANGDUILAISHUOKANHAODEQIYEKENDINGSHIZHANGQIDIQUCHIYOUTA,TONGGUOFENXIANGTADEYINGLIZENGZHANGDAILAIDEZIBENDEHUIBAO。SUOYI,GUOQUWODEHUANSHOUBIJIAODI,ERQIECHIYOUGEGUDEZHOUQIBIJIAOZHANG。DUIYIGEDIHUANSHOULV、ZIXIAERSHANGXUANGUWEIZHU、ZHANGQICHIYOUDEJIJINJINGLI,TADERONGNAKONGJIANSHIHENDADE,YINWEIBUXUYAOJINGCHANGQUZUOJIAOYI。

问:你形成了怎样的投资方法论?

黑龙江福彩网HUTAO:TOUZIFANGFAZHUYAOYIZIXIAERSHANGXUANZEYOUZHIDECHENGZHANGGUPIAOWEIZHU,BIJIAOKANZHONGGUPIAODEZHIDI、HEXINJINGZHENGLIYIJIHUCHENGHE、JINRUBILEIDENGZHEIXIEGUANJIANYINSU。WOMENSHIZHONGJIANSHOUCHENGZHANGYUJIAZHIJIANGUDEPINGHENGTOUZICELVE,YEJIUSHIGARPCELVE,ZHUYAOGUANZHUSANDIAN:YISHIZHUZHONGGONGSIDEZHIDI,ZHIDIYAOFEICHANGYOUXIU。ERSHIYAOZHANGQIDECHENGZHANGKONGJIANBIJIAODA,ERQIEWEILAIJINIANNENGGOUBAOCHIYIGEQUEDINGXINGBIJIAOGAODEWENDINGZENGZHANGDEYUQI。SANSHIGUZHIRENGRANYAOBIJIAOHELI。ZAIHAOGONGSI、HAOSHENGYIDEBIAOZHUNSHANGKANZHONGCHUANGZAOXIANJINLIUNENGLIYIJIZHANGQIKECHIXUZENGZHANG,HAOGONGSISHOUXIANYAOYOUCHUANGZAOCHAOEXIANJINLIUDENENGLI,ZHEIHENDACHENGDUFANYINGGONGSIDESHANGYEMOSHI、XINGYEJINGZHENGGEJUHECHANYEQUSHIDENGQINGKUANG。QICISHIBIXUJUBEIKECHIXUCHENGZHANGDENENGLI。

黑龙江福彩网LINGWAI,“PINGHENG”CONGWOMENDEZUHECAOZUOLAIKAN,KENENGXINGYEFENBUXIANGDUI“CHENGZHANG”、“JIAZHI”YEHUIGENGJUNHENGYIXIE,KENENGZAIGEGEXINGYEDANGZHONGDOUHUIZIXIAERSHANGWAJUEYIXIEYOUZHIDEBIAODE,KENENGGENDAJIAPUTONGDEGAINIANBUTAIYIYANG,KENENGDAJIARENWEICHENGZHANGJIUSHITMT、YIYAO,“JIAZHI”KENENGJIUGENGQUJINYUJINRONG、DICHAN。DANSHIJISHANGWOMENXUANZEGONGSIKENENGGEGEXINGYEDOUHUIYOU,BIRUYOUYIYAO、TMT、XIAOFEI、ZHIZAO、JIXIESHEBEIDENG。GUPIAOKENENGFENBUGENGJIAJUNYUNYIXIE,BUXIANGCHENGZHANG、JIAZHIKENENGNEIMEJIZHONGZAIMOUJIGEXINGYEDANGZHONG。WOMENGENGJIAZHUZHONGCONGGEGEXINGYEDANGZHONGQUXUANZEYOUZHIBIAODE。

问:你认为影响股票投资有哪些因素?

HUTAO:WOJUEDETOUZIGUPIAOYIDINGSHIKEXUEHEYISHUXIANGJIEHEDE,GUPIAOTOUZIFENXIZHONGLIANGHUAZHANHENDADEBIZHONG,BIRUZAIXUANZEGONGSISHI,YAOKANTAGUOQUCAIWUDEZHIBIAO,RUGUOQUJINIANDESHOURU、FUHEZENGSU、JINGYINGXIANJINLIU、ZIYOUXIANJINLIUDENG,HAIYAOKANGUOQUJINIANDEFENHONGBILV、JINGZICHANHUIBAOLVDENGHENDUOZHIBIAO,CONGCEMIANYINZHENGGONGSIDEGUANLICENGSHIFOUYOUXIU。DANGUPIAOFENXIBUNENGZUOCHENGCHUNLIANGHUADEDONGXI,YINWEIGUPIAOSHIYAOGENRENDAJIAODAODE,YAOKAOLVDAOGONGSIDEZHANLVEHERENWENYINSU、QIYEJIAJINGSHENDENG,YIQILAIYUCEGONGSIWEILAIDECHENGZHANGKONGJIAN。

SUOYI,TOUZIGUPIAOYAOQIANCHEDAODUOFANGMIANDEYINSU,YIFANGMIANSHILIANGHUADE,YIFANGMIANSHIRENWENDE。LINGWAI,GUPIAOSHICHANGDUIGONGSIDEYAOQIUFEICHANGGAO,GONGSIYIDINGYAOBAOCHIBUDUANDE、CHIXUDEZENGZHANGLIHEJINGZHENGLI,FOUZEGONGSIYIDANJINRUDAOGUAIDIANZHIHOU,GUJIAXIANQIJIUHUIDADIE,SUOYIWOMENYIDINGYAOSHISHIKEKEBAOCHIJINGTIZHUANGTAI,KANGONGSIHEXINJINGZHENGLIJIZENGZHANGSUDUSHIFOUFASHENGBIANHUA。

问:如何看待管理产品的长期业绩目标?

HUTAO:CONGZHANGQIYEJILAIKAN,WOMENSHIJISHANGDOUSHIRIJIYUELEIDENULI,YINWEIDOUYAOKANZHANGQIDEYEJI,MEIGESHIDUANNIDOUYAONULIDIQUXUNZHAODAOZUIYOUXIUDEQIYE,QUZUOZUIHAODEHUIBAO,ZHEIYANGMEIYITIANDOUZAIQUZUOZHEIZHONGSHENRUDEYANJIU、WAJUE,JIUXIANGJIANBEIQIAOYIYANG,BUDUANDIJIANBEIQIAO,ZUIHOUNENGGOUJIANDAOYIGEZHENZHU。HAOBIWOMENTIANTIANDOUZAIXUNZHAOYIGEHAOGONGSI,KENDINGYOUFAXIANHENDUODOUSHIBUHAODEGONGSI,DANSHIKENENGZUIZHONG20GELIBIANZHAODAO1GE,ZUIZHONGJIUKENENGJINIDAILAIHENHAODEHUIBAO。

黑龙江福彩网TOUZIJIUSHIYIGERIJIYUELEIDEGUOCHENG,WOMENDOUSHIBAOZHEBUDUANDIZHUIQIUZHUOYUEDEXINTAI,MEITIANQINFENDIQUXUNZHAOYOUZHIDEGONGSI,NIJIUNENGQUDEYIGEBIJIAOHAODEJIEGUO。ERQIEWOJUEDETOUZIYINGGAISHI“HAOSHIJIUCHENG”,JIUXIANGHAOJIUYIYANG,YAOYOUYIDINGDENIANFEN,KENENGCAINENGGOUTIHUICHUTADEWEIDAO,SHIYIYANGDEDAOLI,TOUZIYESHIXUYAOYOUZHANGSHIJIANDEJILEI,ZUIZHONGDEYEJICAINENGQUYUWENDING,TOUZIFENGGEQUYUWENDING,JIKEHUDEHUIBAOYESHIGENGJIAQUYUWENDING。SUOYI,ZUIZHONGKEHUDUIWOMENDETIYANYEHUIGENGJIAWENDING。

问:你如何看待市场出现短期的回撤或波动,对于投资者有哪些建议?

黑龙江福彩网HUTAO:BODONGJIUSHIDAJIAZAIBUKANHAODESHIHOUBATADOUPAODIAOLE,DANRUGUONICHIYOUMOUGUPIAOHENDUO,QIEZHANGQIKANHAOTADEBIAOXIAN,JISHIDUANQICHUXIANFUXIANGBODONG,YEHUIZUOCHUFEICHANGZHENGQUEDEXUANZE。JIUXIANGWOMENTOUZIDELISHIDANGZHONG,HENDUONIANFENDOUHUICHUXIANYIXIEFENGGEDEBODONG,YIXIEDUANQIDEXINGYELUNDONG,HUIZAOCHENGYIXIEYOUZHIGUPIAOBEICUOSHA,ZHEIJIUHUIBIAOXIANCHUGEBIESHIDIANBODONGHENDA,DANRUGUOXIANGXINZIJIDEPANDUANJIKEJIANDINGCHIYOUHUODESHOUYI。SUOYI,MOUYISHIDIANDEBODONGBINGBUNENGSHUOMINGWENTI,HAISHIZHANGQIQUKANTOUZISHOUYI。

黑龙江福彩网DUIYUSANHUJIPUTONGTOUZIZHELAISHUO,YUDAOBODONG、HUICHEXINLIHUIYOUBIJIAODADEBODONG,ZAICIJIANYIRUOSANHUBUDONGDEGUPIAO,ZEKEYIQUMAIJIJIN。MAIJIJINJIUSHIMAIJIJINJINGLI,TONGGUOJIJINJINGLIDEJINGLINIANXIAN、YEJI、PAIMINGDENGFANGMIAN,LAIPANDUANTAWEILAISHIFOUNENGGOUJINIZHUANQIAN。

问:你看好哪些投资方向?

HUTAO:ZHONGZHANGQIKANHAOSIDATOUZIFANGXIANG。SHOUXIANSHICHUANGXINKEJIFANGMIAN,KANHAO5GJIANSHEDAILAIDEZHUSHEBEISHANG、ZHONGDUANHUANJIZHOUQIYIJIXIAYOUYINGYONG(YUNYOUXI、ZHINENGJIASHICANG、VR/ARDENG)DENGTOUZIJIHUI;QITAHAIBAOKUOYUNFUWU、WANGLUOANQUAN、CHUANMEIDENGFANGXIANGDEJIHUI。DIER,YILIAOFUWULINGYU,MUQIANMEIGUOZAIYILIAOFUWUFANGMIANSHICHANGFENEJIAODA,ZHONGGUOSHICHANGFENEHAIHENXIAO,SHIYILIAOXINGYEWEILAIHENHAODEFAZHANFANGXIANG。DISAN,XIAOFEISHENGJIFANGMIAN,SUIZHEGUONEIRENJUNSHOURUDETIGAO,CHUXIANLEHENDUOXINXINGXIAOFEIHEXIAOFEISHENGJIDEJIHUI,BIRUDIANSHANG、YOUXIDENGLINGYUDOUYOUJIAOHAODEFAZHANFANGXIANG。ZUIHOUSHISHEBEIJINKOUTIDAILINGYU,JICHENGDIANLULINGYUZIZHUKEKONGDEZHONGYAOXINGYUEFATUXIAN,ZHENGTICHANYELIANDEJINKOUTIDAIKONGJIANHENDA。

基金有风险,投资需谨慎。以上为嘉宾访谈问答实录,仅代表被访者个人看法,不代表今日头条和新华财经观点。
 

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