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CIC Securities Trading Software Download: http://www. stock 123. tk/ zhongtouzquan.htm CIC Securities Super Edition Download: http://www.stock123.tk/ Zhongtouzquanchangban. htm China Investment Securities Super Edition v6 Download: http://www. stock 123.tk/zhongtouzquanchangban 6.0.htm China Investment Securities Classic Edition Download: http://www.stock123 However, under the leadership of this sentiment, the fund company's position was later. At present, this strategy is very successful, and equity funds have generally tasted the sweetness in this round of structural market. The confidence in supporting the fund to launch a storm lies in the fact that the argument of a double dip in the economy was very strong at that time, and the real estate price gradually failed under strict control. Judging from past experience, many fund managers infer that in order to ensure steady and rapid economic development, the government may relax macro-control in the second half of the year, and even do not rule out the introduction of a new round of stimulus policies. As the market generally attributed the weak performance of A shares in the first half of the year to the introduction of macro-control policies, these fund managers believe that if expectations come true, A shares will rebound in the second half of the year. However, after the clock went to September, the deviation between this expectation and reality increased significantly. After the release of economic data in August, a number of fund companies said that the data in August largely dispelled concerns about the "double dip" of the economy, but with the stabilization of the economy and high prices, concerns about austerity policies have increased. In particular, the sudden prosperity of real estate may lead to stricter regulation, and the higher CPI has once again triggered speculation on the central bank's interest rate hike or further introduction of credit regulation policies. The expected failure makes the fund manager's initiative lose theoretical support. Rethinking the trend of market evolution and formulating the next investment strategy have become the homework that fund managers must start again. The risk is coming, and the fund managers who are considering the "next step" are becoming more and more sensitive to the risk. "Now the market situation is changing so fast that I feel very uneasy if I don't pay attention every few days." A fund manager who hurried back to Shanghai after a business trip for a few days said, "In this market, it is difficult to have a fixed investment strategy. It is necessary to constantly adjust according to the changes in market hotspots and do some bands from time to time, otherwise the income will suddenly disappear. " What worries many fund managers most is that the current market focus is on small and medium-sized stocks, but the price-earnings ratio of these stocks is surprisingly high, and the risks involved are self-evident. Although chasing these small and medium-sized stocks has made the fund gain a lot of money, the rising stock price and obvious departure from the fundamentals still make many fund managers feel insecure and face a dilemma in investment decision-making. "The recent' no speculation order' has actually put the risk on the table. Although the current market reaction is not fierce, from past experience, this is actually a signal that short-term risks should be released. " A fund manager told reporters, "Try to control risks at this time and don't hit the gun." According to the position calculation data of Desheng Fund Research Center on September 9, after the average position of equity funds quickly climbed to more than 85%, the motivation for the fund to further increase its positions decreased significantly. Desheng fund research center pointed out that the rapid rise of fund position level can not simply think that the fund has been highly optimistic about the market outlook; On the contrary, the structural market that continues to ferment in the stock index shock is also brewing structural risks. Many funds also choose band operation, and their positions change frequently.