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据该村支书讲,6月19日晚上,谢新现去过他家,问其儿子在苏州啥地方打工,谢新现想和银环复婚后一同去苏州打工,他告诉了儿子的地址。全村人都认为谢新现把银环领走了,谁也没想到银环被杀。
2025年01月05日,由吏职转官职,没有经年累月的苦熬很难实现,许多儒生在沉抑下僚的宦职生涯中为功名半纸而蹉跎岁月,直至老去。
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最近八卦的主题是郝大爷的恋情暂定名为:
同时,你可以发现,不仅仅是年轻的女孩子爱美,走在大街上还有很多中年大妈们在展现自己的魅力,穿上好看的服饰和鞋子,把自己打扮得精致优雅,丝毫没有年龄感,不过有些妈妈们还是容易在搭配方面踩雷,比如穿错鞋子!差距一:自控能力
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楚(颁丑耻)钦(蚕颈苍)轻(蚕颈苍驳)轻(蚕颈苍驳)摸(惭辞)着(窜丑耻辞)她(罢补)的(顿别)头(罢辞耻)发(贵补),本(叠别苍)来(尝补颈)是(厂丑颈)他(罢补)想(齿颈补苍驳)眯(惭颈)一(驰颈)会(贬耻颈)的(顿别),她(罢补)陪(笔别颈)他(罢补),他(罢补)没(惭别颈)睡(厂丑耻颈)着(窜丑耻辞),因(驰颈苍)为(奥别颈)她(罢补)在(窜补颈)怀(贬耻补颈)里(尝颈),他(罢补)难(狈补苍)免(惭颈补苍)要(驰补辞)乱(尝耻补苍)想(齿颈补苍驳),就(闯颈耻)跟(骋别苍)她(罢补)东(顿辞苍驳)一(驰颈)句(闯耻)西(齿颈)一(驰颈)句(闯耻)分(贵别苍)散(厂补苍)注(窜丑耻)意(驰颈)力(尝颈)。
didiweishimeyaozhongxinzuoyigedacheruanjian?2020-11-04 11:18·huxiuAPPchupin | huxiushangyezuzuozhe | 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今天基金回本了聊聊国投瑞银新能源原创2022-07-07 16:34·喜欢玩基金的小瑜哥日复一日周复一周月复一月今天更新后今年以来基金终于回本了从去年年底聚焦高端制造到现在你们都不知道我是怎么过来的从4月底的-27%到今天的回本真的不容易只有亲身经历过你才能体会到市场风险无处不在我们要时刻对市场抱有敬畏之心市场无法预测但我们可以学会应对根据乘联会初步统计新能源汽车6月销量有望达到50万辆有望创历史新高这点来看我并不急着止盈先让盈利继续奔跑其次光伏龙头前几天预计上半年净利同比大幅增长加上今天阳光电源20%的封板短期来看成长基金势头还很猛光伏大涨背后的新能源电力运营商也会受益对应的主动基金我都有关注:XA新能源精选(新能源上游产业链)、GY新能源汽车(新能源汽车产业链)、环保主题(光伏)、公用事业(新能源电力运营商)深套大半年终于开始盈利了主动止盈成长基金和转换一部分到价值基金是为了让组合先回归到之前的成长70%价值30%中长期我继续看好新能源产业链但短期涨幅过高我个人会根据2季度公布的基金重仓持股平均市盈率以及阶段涨幅来决定是否降低新能源基金的仓位免责声明&风险提示:本文为小瑜哥个人投资基金日记和思考文中提及到的任何个股和基金都可能有腰斩的风险所有内容均不构成投资建议请各位独立思考不要以我的内容作出买入或者卖出决策风险自担后台粉丝经常留言国投瑞银新能源也很强让我分析一下那么今天安排非广告我个人没有持有仅做基金分析不做基金推荐1.先说个人观点:我发现不管是投资还是创业方向选对真的很重要近2年以来主动基金业绩排名靠前的大多数都是以新能源为代表的成长基金而且基金经理都是新面孔以前百亿规模基金需要3-5年甚至更长时间近2年新能源主题基金规模很快就达到了百亿那基金经理赚的也不会少从我本身来分析我盈利Z多的也是新能源主题基金虽然我过去2年犯了很多错在全球消费和曲杨的沪港深上血亏但最后都被新能源给拉回来了我慢慢的明白了巴菲特所说的能力圈如果我们能够深度研究搞懂一个行业然后集中投资对于风险承受能力强的投资者来讲也没错以前我是什么行业都要投现在我的重心就在新能源:新能源汽车、新能源产业链、风电光伏等2.国投瑞银新能源今年以来业绩优秀:截止到2022.7.6国投瑞银新能源(007689)今年以来涨幅11.05%同期沪深300跌了10.45%同类排名靠前近1年、近2年表现优秀瑞银新能源是施成2021年3月独自管理至今不管你是看他2019年和其他人管理还是他一人管理任期回报都非常高年化收益60%以上简直爆炸选对方向直接逆袭3.基金规模快速上升:基民都喜欢追涨杀跌包括我只要业绩好规模很快就起来了截止到2022.3.31瑞银的规模达到了40.9亿元而去年同期才3.7亿元翻了10倍以上截止到2022.6.30瑞银新能源大盘成长占比92.45%小盘成长7.55%风格慢慢转向大盘成长不过新能源这个行业由于景气度高业绩好股价涨的快公司规模从小市值到几百亿、几千亿、甚至过万亿近2年都实现很多截止到2022.3.31瑞银新能源股票投资89.04%现金7.33%相对上个季度股票投资有所下降整体来看基金经理过去2年都是保持高仓位在运作目前的规模应该还能适应4.基金经理选股能力分析:(以上个股仅做基金研究不做任何的投资建议)2022年Q1瑞银新能源新增2只个股到前十大持仓有一只是首次买入换手率适中前十大持仓占净值59.37%属于集中持股前十大持仓主要布局了新能源上游锂矿有色金属加基础化工占比达到了80%而今年由于汽车下游景气度非常高上游锂矿和基础化工涨价非常厉害4月底以来部分锂矿上游股价都创了新高很明显基金经理不但选对了大方向还选对了大方向里面冲的Z靠前的通过季度涨幅可以看出来2季度瑞银新能源涨了21.24%那如果在换手率不高的情况下2季度更新后重仓持股平均市盈率也将会上升根据wind数据显示截止到2022.3.31国投瑞银重仓持股平均市盈率为30.7倍小于同类平均这样来看好像市盈率并不高通过过去1年基金公布的换手率190%来看并不高在新能源行业回调的时候基金经理的操作也不会很多如果新手和小白盲目跟风风险还是非常大的6.如果不小心追到了高点多久能回本如果你是去年9月15日在国投瑞银新能源复权单位净值4.59的时候追进去的那么到2022.7.6的单位净值4.03你还没回本回本时间大于10个月..当时的重仓持股市盈率在70倍左右从2021.9.15高点到2022.4.26回撤了7个月热门板块跌下来的时间都这么长其他的板块下跌趋势会更长这再一次让我明白定投频率不要过于频繁一个月2-3次就可以了还有不要满仓不然机会来了你只能看着从2021.9.15复权单位净值4.59到2022.4.26的2.29回撤了50%也是吓人...景气度再高的板块也需要等一个好价格而不应该盲目追涨恕我直言要是我在高点重仓甚至满仓梭哈新能源回撤50%我也会遭不住7.如果是我会设置多少市盈率止盈由于它是一只新能源主题基金基金经理换手率适中我更偏向于在重仓持股平均市盈率达到基金过去高点80倍左右进行止盈再定投的动作根据基金2季度的涨幅我初步预计2季度重仓持股平均市盈率在36倍左右对比去年高点的82倍还有较大差距我可能不会选择在此刻进行大幅止盈的动作当然一切不要以我为准8.总结:国投瑞银新能源是一只新能源主题基金重仓新能源上游产业链持股集中过去2年涨幅非常靠前同时回撤也非常大对于风险承受能力较弱的投资者仓位不宜过重好基金也需要好价格如果你看中它建议等基金下跌回调中定投比较稳妥不要追高如果不小心追高也不要重仓这样在下跌趋势中只要有鱼粮定投长期来看也能回本盈利......市场方面今天上证指数上涨0.27%收报3364点深证指数上涨0.97%创业板上涨1.68%北向资金净流入5.54亿元两市成交超过1万亿元今天预计+1.52%更新后今年以来+0%老对手沪深300今天+0.44%更新后今年以来-10.06%接下来的目标是重回巅峰(我今天涨跌是预估数据计算今年涨跌也不能直接相加减因此更新后的数据会有差异)(以上基金仅做基金研究不做任何的投资建议)今天没操作继续保持卧倒不动下周开始优化组合先回归到成长70%价值30%一起加油优秀的人看完文章都会顺手点个赞祝点赞的基友估值大涨