北新路桥股吧,北新路桥股吧同花顺

2022-07-21 3:46:54 股票 xialuotejs

北新路桥股吧



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12:00:15\",\"post_click_count\":1126,\"post_comment_count\":0,\"post_address\":null}],\"ret\":,\"ret_ad\":,\"ret_ad_type\":,\"count\":108976,\"bar_name\":\"北新路桥\",\"bar_code\":\"002307\",\"bar_quot_code\":\"SZ002307\",\"apis\":0,\"bar_rank\":2416,\"stockbar_fans_count\":3068040,\"rc\":1,\"me\":\"操作成功\",\"time\":\"2019-06-16T13:00:59.8876953+08:00\"}

北新路桥吧(002307)

北新路桥吧

6.79-0.18-2.58%

帖子数2篇

瀧溜涟

影响力注册时长2个月

发表于 06-10 14:09 来自Android版

帖子审核中,仅自己可见

更新于 06-15 17:59

已答

又骗了一波,唉

浅浅的港湾

影响力注册时长1.3年

发表于 06-15 16:29 来自Android版

帖子审核中,仅自己可见

更新于 06-15 16:31

已答

现在这个位置安全性较强,赢利空间还是大

台州股友庞强

影响力注册时长3.6年

发表于 06-15 15:18 来自Android版

帖子审核中,仅自己可见

更新于 06-15 15:18

已答

又是一个托劝散户买进北新路桥,骗子骗子。

股友KjneP8

影响力注册时长1天

发表于 06-15 11:00 来自股吧网页版

帖子审核中,仅自己可见

更新于 06-15 11:03

已答周一连续涨停

因为我满仓了 满仓10万股,8块出局 这些年亏损就赌在你身上了。

股友DVm8rd

影响力注册时长1.4年

发表于 06-14 20:49 来自股吧手机网页版

帖子审核中,仅自己可见

更新于 06-14 20:50

已答

成功押注北新退市

发表于 06-14 18:53 来自Android版

帖子审核中,仅自己可见

更新于 06-14 18:53

已答

明显拉高出货

久露逢干旱

影响力注册时长4.2年

发表于 06-14 18:08 来自iPhone版

帖子审核中,仅自己可见

更新于 06-14 18:10

已答

涨停7.47,提前算好了

石榴姐之风流绝色

影响力注册时长2.8年

发表于 06-14 12:23 来自Android版

帖子审核中,仅自己可见

更新于 06-14 17:52

已答

跟6月3号那根十字星一样。

发表于 06-14 16:30 来自Android版

帖子审核中,仅自己可见

更新于 06-14 16:32

已答

中午就知道这垃圾庄在诱多。

海峡西岸1199

影响力注册时长5.5年

发表于 06-11 11:07 来自股吧网页版

帖子审核中,仅自己可见

更新于 06-14 14:56

已答行情在悲哀中诞生

王XJ17

影响力注册时长2.2年

发表于 06-14 14:43 来自iPhone版

帖子审核中,仅自己可见

更新于 06-14 14:44

已答

加仓荣盛石化了,下周看大盘了

发表于 06-14 14:26 来自iPhone版

帖子审核中,仅自己可见

更新于 06-14 14:27

已答

熬到3点,等下周一了。

发表于 06-14 14:08 来自iPhone版

帖子审核中,仅自己可见

更新于 06-14 14:09

已答

下午加仓荣盛石化

帅帅滴牛牛

影响力注册时长2个月

发表于 06-14 13:56 来自股吧网页版

帖子审核中,仅自己可见

更新于 06-14 13:57

已答如此恶劣的市场让散户如何生存

庄家利用各种有利的手段来坑害股民

股友JbLWxK

影响力注册时长10个月

发表于 06-14 13:52 来自Android版

帖子审核中,仅自己可见

更新于 06-14 13:52

已答

今天有多少被套的,请报名

股友QJx4fl

影响力注册时长4个月

发表于 06-14 13:45 来自iPhone版

帖子审核中,仅自己可见

更新于 06-14 13:46

已答

出货一手一手的出,狗庄。

发表于 06-14 13:43 来自iPhone版

帖子审核中,仅自己可见

更新于 06-14 13:43

已答

狗庄

YUWANXICHUAN

影响力注册时长7.1年

发表于 06-14 11:58 来自iPhone版

帖子审核中,仅自己可见

更新于 06-14 12:00

已答

缺口不补,难有涨势。

返回顶部

手机网 eastmoney.com




兴全基金管理有限公司

编者按:

基金经理是决定基金长期收益和投资者回报的关键因素之一。面包财经【基金经理】系列研究将逐家透视主要基金公司旗下重要基金经理的核心数据。本文主要透视的基金经理为兴全基金谢治宇。

谢治宇自2013年开始任职兴证全球基金管理有限公司基金经理,现任基金管理部投资总监,旗下共管理4只产品(初始基金口径),目前在管基金规模超750亿元。谢治宇曾以8年6倍的优秀业绩累积获得8次金牛奖,是兴全基金的顶流基金经理之一。

整体来看,谢治宇在管产品长期表现较为亮眼,但近一年以来净值表现并不理想。截至2022年6月24日,谢治宇在管产品年内涨幅全部为负,平均亏损超过了16%,其明星产品兴全合润不仅遭遇较大回撤,还在反弹行情中跑输大部分权益类基金。

兴全合润:回撤力度大 反弹乏力

作为一个8次获得金牛奖、长跑业绩突出的均衡型选手,市场对谢治宇的印象包含“稳健”、“价值投资”、“抗风险”等褒义关键词。

然而,近两年来其在管基金业绩开始掉队。其中,代表作之一兴全合润今年以来净值下跌近二成,年内最大回撤达到31.17%。

从今年一季报数据上看,兴全合润前十股票持仓中,仅梅花生物年内实现了上涨,其余重仓股票悉数下跌。其中,一季度增持的闻泰科技、普洛药业、芒果超媒三只股票跌幅更是超过了40%。

值得关注的是,略显保守的持仓策略下,尽管近期A股持续反弹,基金反弹仍较为乏力。截至6月24日,兴全合润近一月净值上涨9.15%,在3091只同类基金中排名2345位。

兴全合宜:难逃“规模魔咒”,近一年净值下跌近两成

兴全合宜混合成立于2018年1月,曾创下发行当日募资327亿元的“销售神话”。根据基金合同,该基金为创新性长封闭期基金,成立后封闭两年运作,期间不开放申购、赎回、转换等业务。

从成立之初来看,兴全合宜持仓以中国平安、五粮液、白云机场、五粮液、伊利股份等大盘蓝筹股为主。

2022年一季报显示,兴全合宜十大重仓股整体上与兴全合宜趋同。区别于兴全合润的是,兴全合宜港股持仓更高。2019年,兴全合宜十大重仓股首次出现港股。2020年中报显示,兴全合宜港股持仓占基金净值比例已超过20%。

而2021年,传统大盘蓝筹股和消费板块表现不佳,加之港股市场的低迷,兴全合宜的业绩也停滞不前。基金A、C份额全年收益率为-0.04%、-0.64%,而同期灵活配置性基金收益率均值为10.26%。

而2022年以来,A股与港股市场的进一步下跌更是让该基金遭遇重挫。截至6月24日数据,兴全合宜A、C份额净值分别回撤15.32%、15.56%。

近期,港股市场已经出现回暖迹象,恒生指数等从底部抬升,兴全基金旗下产品是否能够在下半年跑赢指数和业绩比较基准,有待进一步观察。

免责声明:本文仅供信息分享,不构成对任何人的任何投资建议。

版权声明:本作品版权归面包财经所有,未经授权不得转载、摘编或利用其它方式使用本作品。




北新路桥股吧

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北新路桥吧(002307)

北新路桥吧

6.79-0.18-2.58%

帖子数2篇

瀧溜涟

影响力注册时长2个月

发表于 06-10 14:09 来自Android版

帖子审核中,仅自己可见

更新于 06-15 17:59

已答

又骗了一波,唉

浅浅的港湾

影响力注册时长1.3年

发表于 06-15 16:29 来自Android版

帖子审核中,仅自己可见

更新于 06-15 16:31

已答

现在这个位置安全性较强,赢利空间还是大

台州股友庞强

影响力注册时长3.6年

发表于 06-15 15:18 来自Android版

帖子审核中,仅自己可见

更新于 06-15 15:18

已答

又是一个托劝散户买进北新路桥,骗子骗子。

股友KjneP8

影响力注册时长1天

发表于 06-15 11:00 来自股吧网页版

帖子审核中,仅自己可见

更新于 06-15 11:03

已答周一连续涨停

因为我满仓了 满仓10万股,8块出局 这些年亏损就赌在你身上了。

股友DVm8rd

影响力注册时长1.4年

发表于 06-14 20:49 来自股吧手机网页版

帖子审核中,仅自己可见

更新于 06-14 20:50

已答

成功押注北新退市

发表于 06-14 18:53 来自Android版

帖子审核中,仅自己可见

更新于 06-14 18:53

已答

明显拉高出货

久露逢干旱

影响力注册时长4.2年

发表于 06-14 18:08 来自iPhone版

帖子审核中,仅自己可见

更新于 06-14 18:10

已答

涨停7.47,提前算好了

石榴姐之风流绝色

影响力注册时长2.8年

发表于 06-14 12:23 来自Android版

帖子审核中,仅自己可见

更新于 06-14 17:52

已答

跟6月3号那根十字星一样。

发表于 06-14 16:30 来自Android版

帖子审核中,仅自己可见

更新于 06-14 16:32

已答

中午就知道这垃圾庄在诱多。

海峡西岸1199

影响力注册时长5.5年

发表于 06-11 11:07 来自股吧网页版

帖子审核中,仅自己可见

更新于 06-14 14:56

已答行情在悲哀中诞生

王XJ17

影响力注册时长2.2年

发表于 06-14 14:43 来自iPhone版

帖子审核中,仅自己可见

更新于 06-14 14:44

已答

加仓荣盛石化了,下周看大盘了

发表于 06-14 14:26 来自iPhone版

帖子审核中,仅自己可见

更新于 06-14 14:27

已答

熬到3点,等下周一了。

发表于 06-14 14:08 来自iPhone版

帖子审核中,仅自己可见

更新于 06-14 14:09

已答

下午加仓荣盛石化

帅帅滴牛牛

影响力注册时长2个月

发表于 06-14 13:56 来自股吧网页版

帖子审核中,仅自己可见

更新于 06-14 13:57

已答如此恶劣的市场让散户如何生存

庄家利用各种有利的手段来坑害股民

股友JbLWxK

影响力注册时长10个月

发表于 06-14 13:52 来自Android版

帖子审核中,仅自己可见

更新于 06-14 13:52

已答

今天有多少被套的,请报名

股友QJx4fl

影响力注册时长4个月

发表于 06-14 13:45 来自iPhone版

帖子审核中,仅自己可见

更新于 06-14 13:46

已答

出货一手一手的出,狗庄。

发表于 06-14 13:43 来自iPhone版

帖子审核中,仅自己可见

更新于 06-14 13:43

已答

狗庄

YUWANXICHUAN

影响力注册时长7.1年

发表于 06-14 11:58 来自iPhone版

帖子审核中,仅自己可见

更新于 06-14 12:00

已答

缺口不补,难有涨势。

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北新路桥股吧同花顺

北新路桥(002307.SZ)披露2022年第二季度建筑业经营情况简报,公司新中标且签约项目14个,金额52.62亿元。截至报告期末累计已签约未完工项目110个,金额387.67亿元。


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