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股市场宽幅震荡，沪深 300 指数上涨 0.24%，上证指数上涨3.40%，创业板指数上涨17.22%,香港市场同样上涨，恒生指数下跌5.86%，恒生中国企业指数下跌 0.70%。从上半年来看，货币政策保持宽松，虽然局部区域偶发疫情，但是企业的经营活动及居民的日常出行活动都趋于正常，随着疫苗的接种，全球大部分国家的疫情得到控制，市场表现分化明显，新能源、半导体及医药等行业表现较好，而房地产、农林牧渔及家电行业表现落后。我们上半年仓位保持稳定，结构上小幅调整，减持了家电行业，增加了半导体及消费电子等行业的配置，我们仍然坚持低换手率，优选具有竞争力的优质企业，在金融、可选消费、周期制造业及电子行业等领域布局较多，行业方面，主要超配了化工、电子、有色及汽车行业，我们认为从性价比来看，这些行业可以挑选出较多的投资标的。","declarationDate":"2021-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:36:17.510Z","mo":"展望下半年，我们认为诸如地方政府、房地产以及一些大企业的风险暴露存在持续暴露压力，同时小微等微观个体仍旧有一定经营压力，整体政策仍旧会被该等压力而掣肘。而下半年的经济尽管仍具备一定韧性，但势头预计将有所放缓，前期处于弱势的消费、基建等领域目前仍旧不具备明显修复动力，而前期强势的出口、地产等方面持续性需要进一步观察，这些因素都会使得政策很难转向甚至在某些阶段可能重新有进一步放松的迹象。当然，尽管政策和经济的预期会不断反复，但我们认为政策及经济在该等环境下弹性在下降，因此后续投资重点方向仍旧是需要关注具体行业及公司，结合其自身产业和经营趋势的短中长期综合判断下，寻找其中的投资机会。我们相信从长远来看，宏观经济带来的波动不会影响企业的长期价值，我们相信每一轮周期底部都是优秀管理层带领企业拉开与竞争对手的机会。我们也希望坚持我们的投资理念，因为在周期后期大多数人的投资行为容易发生变形，容易放弃以往的信念而去跟风，我们会抵抗市场因为情绪化造成的杀跌，并敢于在下跌中逐步买入。我们也做了一些仓位和结构的调整，虽然我们对我们持有公司的基本面有充足的信心，但部分公司的安全边际或预期收益空间已经不满足我们的要求，我们减持了部分受成本影响较大的中游制造业，我们同时也在高端制造领域积极寻找投资机会，主要是机械制造及电子制造等行业。","fund":{"_id":3000000009591,"__csrcFundId":7687,"stockCode":"009591","name":"博时研究精选一年持有期灵活配置混合型证券投资基金","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":9591,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2024-12-31T23:39:50.609Z","status":"normal","exchange":"jj","followedNum":4,"memoNum":1,"shortName":"博时研究精选持有期混合A","inceptionDate":"2020-06-23T16:00:00.000Z","fundCollectionId":4000050050000,"currency":"CNY","masterFundShortName":"博时研究精选持有期混合","setUpDate":"2020-06-23T16:00:00.000Z","setUpAssetScale":3705919563.91,"setUpShares":3705919563.91,"pinyin":"bsyjjxyncyqlhpzhhxzqtzjj","managers":[{"stockCode":"8801391180","stockType":"fund_manager","exchange":"fm","tickerId":302145050,"name":"蔡滨"}]},"announcement":{"linkText":"博时研究精选一年持有期灵活配置混合型证券投资基金2021年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=633415","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeccd17fea5b3eb04ceca2","stockId":3000000009591,"sao":"首先回顾一下1季度A、H两个市场的表现，1季度无论是港股还是A股的波动明显较大，机构重仓股在春节过后出现比较大幅度的回调，但是市场大部分的个股是上涨的，这其中主要体现了对今年流动性收缩杀估值的担忧，其中也含有大量博弈因素，其次就是大量的绝对收益产品的止损操作加大了这些股票的波动幅度，机构集中持仓、集中调仓导致个股出现踩踏，综合来看，我们持有的一些低估值，业绩稳定增长或者具有一定周期性的个股防御性没有得到体现，也回调较多。展望后市，经过春节以后的大幅调整后，大部分对于估值的风险已经得到释放，但后期板块及个股的分化主要来自于业绩的增长持续性，因此对于港股我们会更加严格要求我们持有股票的安全边际，从全年的维度看获得正收益进行选股，而对于A股，我们会坚持深入研究个股，均衡配置，不追逐短期趋势，我们认为A股发生类似2018年的情景较难，因为经济不差、从严监管、资金没有过于宽松，因此我们不改变组合的主力持仓结构，行业配置比较均衡，我们认为在金融、周期、消费及TMT等板块中都存在估值较低的优质企业，这些仍将作为我们长期核心持仓。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:36:17.507Z","fund":{"_id":3000000009591,"__csrcFundId":7687,"stockCode":"009591","name":"博时研究精选一年持有期灵活配置混合型证券投资基金","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":9591,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2024-12-31T23:39:50.609Z","status":"normal","exchange":"jj","followedNum":4,"memoNum":1,"shortName":"博时研究精选持有期混合A","inceptionDate":"2020-06-23T16:00:00.000Z","fundCollectionId":4000050050000,"currency":"CNY","masterFundShortName":"博时研究精选持有期混合","setUpDate":"2020-06-23T16:00:00.000Z","setUpAssetScale":3705919563.91,"setUpShares":3705919563.91,"pinyin":"bsyjjxyncyqlhpzhhxzqtzjj","managers":[{"stockCode":"8801391180","stockType":"fund_manager","exchange":"fm","tickerId":302145050,"name":"蔡滨"}]},"announcement":{"linkText":"博时研究精选一年持有期灵活配置混合型证券投资基金2021年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=572734","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeccd17fea5b3eb04ceca1","stockId":3000000009591,"sao":"2020年全年，A股市场震荡上涨，沪深300指数上涨27.21%，上证指数上涨13.87%，创业板指数上涨64.96%,香港市场同样上涨，恒生指数下跌3.4%，恒生中国企业指数下跌3.85%。全年看，流动性整体水平持续放松，宏观经济始终受国内外疫影响的困扰，A股市场路径与结构变化主要分成两个阶段：“流动性驱动”→“复苏交易”。股票市场表现全年分化较为明显，国防军工、食品饮料、电力设备与新能源行业表现较好，而综合金融、通信、传媒等行业表现相对落后。本基金成立以后，基于我们的经济相对乐观的预期下，下半年仓位逐渐提升，在金融、可选消费、周期制造业及电子行业等领域布局较多，行业方面，主要超配了化工、电子、有色及汽车行业，我们认为从性价比来看，这些行业可以挑选出较多的投资标的，同时4季度也是为2021年布局的时间段，因此在4季度调整相对多一些，希望能够为2021年做好布局，在经历了2020年的牛市后，在2021年仍然努力取得令人满意的收益。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:36:17.504Z","mo":"展望2021年的宏观环境，上半年受益于政策的延续性和滞后效应、全球供应链对中国的依赖、全球需求的修复、国内消费更全面地修复，经济增长在整个上半年动能都会比较强，对应的政策环境从今年的逆周期向跨周期平衡转换，政策变化的烈度会更强一点。后续随着全球生产的恢复，逆周期政策效果的衰减，需求修复弹性的收窄，地产的进一步回落等，经济上升动能会趋于平稳，对应的整个宏观政策也会相对温和。2021年A股的预期收益率较前两年下降是必然的，估值收敛也是客观的规律使然。基于驱动力的根本转变，风格轮动加快，节奏变化加剧，投资者在寻找主赛道的过程中需要高度重视产业趋势和择时的价值，股价的驱动力从估值转向业绩驱动后，前期抱团的品种受到估值高企的压制，投资者的抱团行为会显著压缩此类抱团资产未来2-3年的收益率空间，我们不会因为避险去买入估值过高的标的，对于价值投资者来说，估值高就是最大的风险，我们在4季度也是践行我们的观点，不断加仓低估值品种，减持过去两年估值提升显著的个股，等待企业业绩增长带来的股价回报。现阶段，我们相信在信用收缩阶段，盈利的增速高低及持续性是影响股价的最核心指标，当年高增长并能持续至下一年的标的，更有穿越周期的可能性，行业方面，我们反而会关注受疫情短期负面影响较大的行业和公司，疫情的基数或早或晚，我们会根据标的公司股价的波动幅度以及疫情的进展来调整我们的投资策略，争取在波动中创造收益。2021年从开年来看，流动性收缩将对市场造成激烈的波动，但无论如何，我们始终立足于绝对收益，希望我们的投资人也能够重视长期，放弃对短期的关注，我们希望给出的是长期的复利收益，我们尽力避免大幅的回撤对投资人心理的冲击，但短期的收益率确实会受到很多不可控因素的影响，我们希望和投资人之间建立起信任，为持有人持续获得稳健的收益。","fund":{"_id":3000000009591,"__csrcFundId":7687,"stockCode":"009591","name":"博时研究精选一年持有期灵活配置混合型证券投资基金","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"c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