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权益投资规模最大的前十大基金公司中有9家公司减仓,金融、地产、制造业等持续遭遇基金抛售,“创新”和“消费”两大主题成为整个基金行业共同增持的重点行业。根据2014年基金一季度披露,基金在一季度内的布局调整路线图也变得明晰。总体来看,基金经历了一个季度后,无论是掌控的股票资产数额还是持股信心都日益趋向保守。
Nine of the top ten fund companies with the largest equity investment lighten their positions, while the financial, real estate and manufacturing industries continued to face fund selling. The two major themes of “innovation” and “consumption” became the common holdings of the entire fund industry The key industries. According to the first quarter of 2014 fund disclosure, the fund in the first quarter of the layout adjustment road map has become clear. Overall, the fund experienced a quarter, whether it is controlling the amount of stock assets or holding confidence are increasingly tend to be conservative.