市场持续走强,但基金操作依然谨慎

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1、市场持续走强，但基金操作依然谨慎中信证券薛继锐表1按照投资类型划分的基金仓位估计（2005.8.5）基金类型本周持仓比例估计上周持仓比例估计本周持仓比例变动净变动相对季报比例变动股票型基金67.3%68.4%-0.6%-1.4%-3.5%股票型指数基金90.9%91.8%-0.9%-1.2%2.3%配置型混合基金57.6%57.9%-0.3%-1.0%-1.4%偏股型混合基金66.7%67.4%0.3%-0.5%-3.0%总计67.4%68.2%-0.3%-1.0%-2.4%表2投资基金仓位估计表（2005.8.5）基金类型

2、基金名称本周持仓比例估计上周持仓比例估计本周持仓比例变动净变动最近季报披露投资比例相对季报比例变动股票型基金金鹰小盘49.9%52.9%-3.0%-3.6%61.2%-11.2%国联成长69.0%67.6%1.3%0.6%74.1%-5.2%金鹰优选45.5%55.3%-9.8%-10.6%74.9%-29.4%大成精选56.7%57.3%-0.6%-1.3%70.4%-13.7%合丰周期61.0%62.6%-1.6%-2.5%75.3%-14.3%量化核心85.7%84.3%1.4%0.8%90.2%-4.5%华夏成长61

3、.1%61.2%-0.2%-1.0%67.4%-6.4%天治品质68.3%73.2%-4.9%-5.8%73.7%-5.4%华安创新55.3%55.2%0.1%-0.7%70.3%-15.0%鹏华收益49.9%67.6%-17.7%-18.2%72.8%-22.9%盛利精选67.5%68.6%-1.1%-1.9%69.6%-2.1%宝盈增长59.1%60.1%-1.1%-1.8%60.2%-1.2%合丰成长66.1%64.3%1.8%1.2%71.2%-5.1%华夏大盘74.0%73.8%0.1%-0.8%75.0%-1.0

4、%易基积极64.7%63.6%1.1%0.4%66.1%-1.4%东吴嘉禾78.4%78.0%0.4%-0.3%77.6%0.8%巨田基础67.0%68.2%-1.2%-2.0%65.1%1.9%合丰稳定67.5%69.9%-2.4%-3.1%67.7%-0.2%国泰精选65.3%65.0%0.3%-0.3%72.0%-6.6%荷银精选75.1%77.7%-2.6%-3.2%78.4%-3.3%银华优势69.2%68.8%0.3%-0.4%65.9%3.3%宝康消费62.4%60.4%2.0%1.2%66.6%-4.2%海富

5、精选77.0%75.8%1.2%0.3%74.6%2.4%招商股票69.4%70.2%-0.8%-1.6%73.9%-4.5%易基策略69.1%65.8%3.3%2.6%67.5%1.6%长信银利70.7%75.6%-4.9%-5.6%76.9%-6.2%南方积配63.2%61.7%1.5%0.4%66.6%-3.4%博时价值79.8%80.6%-0.8%-1.8%75.8%4.1%景顺增长67.0%64.6%2.3%1.5%70.5%-3.6%景顺股票66.3%66.3%0.0%-0.9%71.2%-4.9%景顺鼎益71.

6、1%69.7%1.4%0.7%69.7%1.4%博时精选73.2%69.2%4.0%3.1%64.4%8.8%中银中国57.1%55.7%1.4%0.4%49.6%7.5%博时主题74.7%74.8%-0.1%-1.1%68.1%6.7%华宝策略85.9%85.8%0.1%-0.6%80.5%5.3%广发小盘81.2%90.4%-9.2%-9.7%75.2%6.0%配置型混合基金东方龙30.8%34.6%-3.8%-4.0%37.0%-6.1%广发聚富49.8%55.9%-6.1%-7.0%69.7%-19.9%广发稳健50

7、.7%54.9%-4.2%-5.0%63.2%-12.5%华安宝利45.5%44.2%1.3%0.6%53.5%-8.0%富国动态59.4%61.4%-2.0%-2.7%65.9%-6.6%德盛小盘49.1%47.5%1.6%0.7%52.3%-3.1%天治财富51.7%52.4%-0.7%-1.2%48.0%3.6%德盛稳健67.6%60.5%7.1%6.4%64.8%2.7%中融景气62.1%63.9%-1.8%-2.4%63.8%-1.7%长盛精选69.4%72.5%-3.1%-3.9%70.0%-0.6%银河银泰75

8、.8%74.6%1.2%0.4%75.5%0.3%宝康配置77.8%73.1%4.8%3.8%71.8%6.1%景顺平衡38.8%37.8%0.9%0.5%37.6%1.2%华夏回报63.5%66.0%-2.6%-3.2%66.5%-3.0%招商平衡52.3%53.7%-1.4%-2.1%