[转载]前海开源基金：年底前或继续加仓蓝筹股沪指明年年中料达3000点 ...

本文转载自：彭博新闻社

【彭博】--

前海开源基金称，公司在10月份大跌时加仓，目标主要是以沪深300为代表的蓝筹股。对于仓位未达目标的旗下基金，年底前还会继续加仓。

首席经济学家杨德龙在电话中表示，公司9月底决定将部分混合型基金股票仓位由30%提高到60%，部分股票型基金加仓到90%。注：公司资料显示，前海开源基金资产管理规模约447亿元人民币；据旗下今年表现最佳的泽鑫混合型基金三季报，固定收益投资占基金总资产的60%，权益投资为零中国股市2019年表现会好于今年，沪指明年年中目标位3,000点，明年年底目标位3,300点；恒指明年年底目标位30,000点注：基于27日收盘位，沪指明年年中上涨空间近17%，年底28%；恒指明年上行空间为14%中国政策已经转向适度宽松；预计中国经济2019年上半年触底，下半年回升中美贸易摩擦如果没有进一步恶化，甚至在月底G-20达成一致，就会给明年带来比较好的机会目前的预期是美国对所有中国进口商品全面征税，只要贸易摩擦不进一步恶化，A股可能不会再创新低看好消费业和科技创新型企业；回避产能过剩的传统重工业，比如煤炭、钢铁、有色、化工等，这类行业在经济下行时受冲击较大如果沪指回升到3,000点，那么很多个股都能回升20%，股权质押“爆雷”可能性就小。

China Stocks to Jump in 2019 on Economic Rebound: First Seafront

By Bloomberg News

(Bloomberg) --

Chinese and Hong Kong stocks are likely to jump in 2019 on the back of an economic recovery, supportive policies and positive developments on trade, says Yang Delong, chief economist and investment manager at First Seafront Fund.

Expects Shanghai Composite Index to rise to 3,300 and Hang Seng Index to 30,000 by end-2019NOTE: Targets imply 28% upside for SHCOMP from Tuesday’s close and 14% increase for HSIYang prefers consumer and tech stocks, and suggests avoiding coal, iron & steel, nonferrous metals and chemicals sectors with overcapacityFirst Seafront Fund added some China and Hong Kong shares in October and will continue to increase its stock exposure to both by year-end; aim is to boost positions in equity funds to 90%. NOTE: Equity funds should invest at least 80% of assets into stocks, according to China’s regulationSees China’s economic fundamentals bottoming out in 1H and recovering in 2HA shares are unlikely to hit fresh lows unless trade spat escalates, as markets have fully priced in financial deleveraging and prospect of the U.S. imposing tariffs on all Chinese exportsExpects positive developments from upcoming G-20 meeting that could bring investment opportunitiesFirst Seafront Fund manages 44.7b yuan of assets as of Aug. 20