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A股筹码都被谁拿着? 国际队增持金融减持消费股
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Topic: A股筹码都被谁拿着? 国际队增持金融减持消费股 (Read 123 times)
Martharo
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A股筹码都被谁拿着? 国际队增持金融减持消费股
May 10, 2017, 06:14:20 PM
#1
海通证券分析师荀玉根5月10日发布最新研报,数据统计显示,2017年一季度散户、机构持股占比分别下降0.8、0.7个百分点至43.6%、23.7%,法人升2个百分点至25.6%,国家队稳定在5%。另外,国家队一季度未减仓,加金融、减消费。险资大幅加码银行。基金加消费、减TMT。QFII加食品旅游、减汽车家电。科技股筹码分布显示散户占比明显高,金融股明显偏向法人和机构。
整体持股结构:散户占比继续下降
与2016年底相比,投资者结构最大的变化是散户投资者占比在持续下降,由2016年四季度的44.4%降至2017年 的43.6%。机构投资者(包括基金、保险、社保、私募、券商、R/QFII)占比也略有下降,由2016年四季度季度的24.4%下降至2017年一季度的23.7%(按自由流通市值计)。一般法人的持股比例在上升,由23.6%升至25.6%,这可能与限售股解禁较多有关。2014年以来绝对收益投资规模大幅增长,绝对收益与相对收益资金规模比例从2014年6月的9:10升至2017年一季度的23:10。
国家队:未减仓,加金融、减消费
根据上市公司前十大流通股东统计,国家队在今年一季度持股市值为10778.6亿,绝对值与去年四季度的的10796.7亿基本持平,并没有出现大幅减仓。从内部结构看,减仓主要发生在5只证金公司认购基金上,合计减仓400亿,而证金公司和中央汇金资产管理公司反而加仓204亿、140 亿。2017年一季度国家队主要增持银行、非银等大金融,减持医药、家电等大消费。持股偏好:大市值、低估值。
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