The three quarterly disclosure of listed companies is steadily advancing, while some institutional investors' operational strategies for the three quarter are gradually emerging. In the three types of institutional investors, such as public offering funds, insurance funds and social security funds, because of the special status of their social security funds and the forward-looking advantages of policies and market hotspots, their investment trends often reveal the future stock market opportunities.

3 quarters of social security increased in the three quarter

According to the preliminary statistics of the first financial daily (micro-blog) daily, as of October 25th, the three quarter of the social security fund entered 39 new stocks, increased 29 stocks, and reduced 33 stocks, and continued to "leave behind" 41 stocks. The three quarter social security The stock holdings of the fund are mainly concentrated in three major industries, such as electronics, machinery and equipment, chemical industry, etc.

For the above three industries, Chen Ming, director of the same investment company, has also expressed a short-term optimistic view to reporters. These social security fund portfolios are managed by fund companies and believe that the three industries do have a clearer growth.

A private person in charge of Shanghai said that due to the different sources of funds, the different investment time span decided the different investment styles. In fact, most of the equity investment in the social security fund is entrusted by fund companies, but the investment of social security funds is different from that of the fund. private placement The difference is also great.

The responsible person believes that the current market is still only a rebound, only fine-tuning, it is difficult to have a big reversal, overall, or shock market. "At this time, we still buy some oversold stocks, and stocks that are currently supported by policies, such as the media industry in the past few years. At present, the environmental protection industry has just started to stir up speculation." It is estimated that three industries in the three quarter of the social security fund's holdings are also looking for opportunities after their overfall.

However, a senior fund company executive told reporters that the two major industries of mechanical equipment and chemical industry mainly benefited from government investment. At present, housing investment has been basically clear, and other government investment is still being compressed, which is not very optimistic about these industries. For the current market rebound, the executive said that at the end of the year, faced with the withdrawal of funds, it is difficult to have a good market, mainly to buy some. oversold Stocks, such as bank shares, and performance specific stocks, such as consumer stocks.

These funds executives may represent the mentality of the current organization, a Beijing securities brokerage research director said that the three quarterly reports of listed companies have many "mines", what can be done now is to try to find undervalued stocks, basically not from the industry from the perspective of the plate to invest, focusing on stocks. At the same time, she said, "the policy may not be relaxed, the total amount of money will not be adjusted, only structural adjustment, the fourth quarter market reversal is very difficult, but it is impossible to fall deep down."