As of10,31,? Tian Hong? Zhou? Strategic funds have achieved 26.29% success this year? .
Analyze this specifically? In terms of fund positions, the third quarter of this year? Ticket warehouse was 85.54%, and the net value ratio of information transmission, software and information technology was 2.28%, up 2.28% from the previous period, while the Tian Hong cycle strategy? Holding the plate slightly? Focus on sub-high-end and high-end liquor and consumer electronics. Food in the third quarter? The performance of the beverage sector will accelerate, because the fourth quarter is the peak season for stocking before the Spring Festival? Therefore, the performance will be better. The first quarter of next year corresponds to the low base in the first quarter of this year, so the performance of the whole high-end and sub-high-end liquor is expected to remain beautiful until the middle of next year. After the 19 th National Congress, new? The gradual introduction of reform policies has brought structural opportunities to the market. What is the way out in combination with the economic future? In the process of reform and structural transformation, we should? Will it be reflected in the emerging industries and stability supported by national policies? Fixed growth in domestic demand and consumption. Because of this layout, I still? Do you choose to keep it? Tian Hong cycle strategy, I believe there will be better returns in the future.