本周上证指数上升2.3%,而现存32个封基市价平均涨幅2.4%,净值平均涨幅3.06%。封基出现了市价滞胀于净值的现象,只要下周大盘不暴跌,估计市价会有良好的表现。

    135天理财计划回顾:四周来,金鑫涨幅17.35%、同盛涨幅16.47%、景福涨幅14.65%。

   本周二八现象重现,银行股走强,净值涨幅排名在前面的都是持有银行地产蓝筹股的传统金基,如久嘉、裕隆、景宏等。估计下周涨幅排名在前面的是久嘉、景宏。景福表现也会不错。

    和本周的净值涨幅估算比较,金鑫、金泰、通乾等实际净值涨幅远远低于预估涨幅,特别是金鑫、金泰,差异高达50%左右,笔者猜测金鑫、金泰大幅度减仓,准备分红。金鑫、金泰是两个07年没有分红的封基,理论上可分红非常高,有可能会在近期提前分红。建议持有两金的投资者耐心持有,等待分红。本周也有好几次封基下跌,但很快又被拉起,意志不坚定的再次踏空。

下周推荐:184722久嘉、184691景宏。

代码名称市价涨幅排名净值涨幅排名折价率排名除权折旧率排名
184700鸿飞3.59%103.48%9-4.84%32-7.92%32
184712科汇-0.12%323.24%13-5.95%31-10.74%30
184713科翔1.37%222.88%20-7.43%29-11.12%29
500025汉鼎0.39%301.45%32-9.38%28-12.32%28
184706天华1.51%213.58%8-15.29%23-19.68%27
184703金盛2.83%122.36%26-6.65%30-10.01%31
184705裕泽0.22%313.33%11-12.99%26-22.29%25
500001金泰3.95%62.99%19-16.75%18-25.72%15
184688开元3.93%72.09%28-13.00%25-23.40%22
500008兴华0.52%293.62%6-15.70%20-25.37%17
500003安信3.56%113.04%17-19.27%11-26.84%12
500006裕阳1.01%251.98%30-15.72%19-21.81%26
184689普惠4.03%42.32%27-19.40%10-24.23%20
500002泰和1.31%242.85%21-12.19%27-22.40%24
184690同益0.93%261.99%29-20.11%7-27.63%10
184691景宏0.83%275.02%2-19.23%12-24.62%19
500005汉盛3.84%83.58%7-18.64%14-24.79%18
500009安顺4.33%33.06%16-17.75%16-26.09%14
184692裕隆6.19%23.87%4-13.29%24-23.88%21
500018兴和1.58%203.01%18-20.12%6-31.29%4
184693普丰1.93%182.78%22-21.86%2-31.06%6
184698天元2.42%143.23%14-17.59%17-27.07%11
500011金鑫3.73%92.64%24-19.49%9-31.39%3
184699同盛0.79%281.62%31-20.59%4-31.10%5
184701景福1.32%233.33%12-22.23%1-29.39%8
500015汉兴2.48%132.46%25-21.46%3-25.51%16
500038通乾3.98%53.75%5-19.51%8-26.31%13
184728鸿阳2.28%152.69%23-20.24%5-32.42%1
500056科瑞2.24%164.07%3-18.95%13-32.29%2
184721丰和2.16%173.36%10-15.50%22-30.52%7
184722久嘉1.79%195.21%1-15.56%21-28.04%9
500058银丰6.64%13.09%15-18.26%15-22.75%23
平均 2.42% 3.06% -16.09% -24.06% 
上证指数 2.30%