8月私募机构调研超6100次半导体行业关注度居前

证券日报09-04 00:04

在上市公司半年报密集披露的8月份，私募机构调研热情显著提升。据私募排排网统计数据，当月共有1072家私募机构参与A股上市公司调研，覆盖599只个股，合计调研次数达6148次，环比增幅高达289.61%。　　对于8月份私募机构调研力度的明显加大，上海畅力资产管理有限公司董事长宝晓辉对《证券日报》记者表示：“这反映了当前市场环境的现实需求。现阶段市场波动较大且热点轮动较快，部分板块调整幅度超出预期，...

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attention.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300751":1.87,"300760":1.92,"688012":1.9,"688037":1.88,"688050":1.89,"688167":1.91,"688271":1.86,"688600":1.87,"002475":1.87,"02475":1.87},"content_text":"在上市公司半年报密集披露的8月份，私募机构调研热情显著提升。据私募排排网统计数据，当月共有1072家私募机构参与A股上市公司调研，覆盖599只个股，合计调研次数达6148次，环比增幅高达289.61%。　　对于8月份私募机构调研力度的明显加大，上海畅力资产管理有限公司董事长宝晓辉对《证券日报》记者表示：“这反映了当前市场环境的现实需求。现阶段市场波动较大且热点轮动较快，部分板块调整幅度超出预期，单纯依赖上市公司财报和公开信息难以有效规避风险，而财报数据的滞后性和公开信息的局限性，使得实地调研成为机构把握企业经营动态、规避基本面风险的重要手段。同时，当前市场缺乏持续性主线，高频调研有助于机构及时跟踪行业景气度变化，筛选具备业绩支撑和产业逻辑的优质标的。”　　从被调研个股的行业分布来看，8月份，半导体、医疗器械和通用设备行业较受青睐。其中，半导体行业有44只个股获得私募机构密集调研，累计被调研次数高达681次，居各行业之首；医疗器械行业紧随其后，涉及36只个股，累计被私募机构调研次数达549次；通用设备行业亦有34只个股进入私募机构调研视野，累计被调研次数为357次。此外，元件、化学制药、光伏设备、汽车零部件、电网设备和消费电子等行业也颇受关注，被私募机构调研次数均不少于200次。　　“半导体行业成为8月份私募机构扎堆调研的重点方向，主要基于两方面逻辑。”宝晓辉分析称，一方面，半导体作为上半年科技主线的核心赛道之一，市场关注度始终较高，这一板块的高波动意味着交易机会的相对增多。另一方面，近年来资金不断向硬科技领域倾斜，半导体主题基金、产业基金的募资规模持续位居前列，相关产品募集完成后需要逐步建仓，私募机构提前调研意在筛选优质标的、把握布局窗口，为后续配置做好准备。　　个股层面，部分标的在8月份获得私募机构高度聚焦。半导体板块的炬光科技以获私募机构调研105次居首，成为当月唯一一家被调研次数突破百次的A股上市公司。同属该板块的中微公司和芯源微分别获得私募机构77次和61次调研，亦位列前十。医疗器械板块的爱博医疗和迈瑞医疗也吸引了大量私募机构关注，分别被调研72次和69次，其中迈瑞医疗获得了包括上海高毅资产管理合伙企业（有限合伙）（以下简称“高毅资产”）、上海景林资产管理有限公司等在内的11家百亿元级私募机构扎堆调研。此外，光伏设备板块的迈为股份、电网设备板块的金盘科技、消费电子板块的立讯精密等个股被私募机构调研次数也居于前列。　　从机构维度观察，8月份，共有158家私募机构调研次数不少于10次，其中，11家调研频率超过50次。调研最为活跃的机构为管理规模在5亿元以下的深圳尚诚壹品资产管理有限公司，当月调研次数达150次，其调研标的中半导体行业个股占比最高。高毅资产则以95次调研成为唯一入围调研次数前十的百亿元级私募机构，其对医疗器械行业表现出浓厚兴趣，调研对象包括联影医疗、东星医疗、乐普医疗、威高骨科等8只个股。　　与调研热度相呼应的是，近期A股市场的风格轮动特征依然突出。展望后市，分析人士认为，当前市场热点切换速度较快，追逐短期行情往往承担较高的不确定性，更适合以耐心视角看待投资回报。投资上建议维持均衡的思考框架，一方面关注具备防御属性的红利方向，另一方面等待部分成长板块估值消化之后的修复窗口。（文章来源：证券日报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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8月私募机构调研超6100次 半导体行业关注度居前

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8月私募机构调研超6100次半导体行业关注度居前