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十月，算到上周五11月2日，短短20个交易日，对投资者来说是一个非常难过的交易时段，前半个月，市场从节前的2821点，一路下跌，十天时间跌去近400点，最低去到了2449点。如果看到2500点失守而割肉的话，那么，下半场的大涨绝对令人肝肠寸断。
一个如此暴虐而又反复无常的市场，交易的难度确实非常大。我们可以看一下，哪些场内基金在这样的市场中，抗住了市场暴跌的打击，并在反弹中脱颖而出呢？
从全月的表现来看，抗打击能力最强的非券商板块莫属。整个10月，这一板块的场内基金，主要是分级B的涨幅大多超过了两位数，而ETF类以及普通的指数类基金，专门跟踪证券指数的基金，其涨幅也达到了5%以上。
从上表来看，在过去的十月份，A股市场上似乎只有券商股抗住了股市的重锤。
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不过，由于整个行情是先跌后涨的走势，因此，与其说是券商股抗住了股市的重锤，不如说上个月券商股与相关的基金才是反弹的急先锋。
如果只看10月18号以来的反弹行情，那么，券商股的上涨着实令人吃惊，涨幅最大的证券B上涨幅度达到了惊人的70.9%！杠杆相对略小一点的券商B也上涨了62.8%！如果投资者能够准确地抓住这两只反弹先锋的话，估计整个熊市的亏损就可以一举抹平了。可是在那样的下跌下，又有谁还有勇气再去关注分级B类基金呢？毕竟在那样的时刻，分级B下折的阴影着实令人恐惧。
十月中旬反弹以来表现最好的场内基金：
那么问题来了，涨了这么多的券商股你还敢追吗？
至少，短期内还是算了，毕竟半个月内已经上涨了40%以上的品种，一旦高位追进，很容易成为被套族。
反而是看一下跌得最多的基金，或许比较安全。
从跌幅榜上来看，这些基金跌得相当猛烈。
我们同样也分两张表来看，先看这个在大盘反弹之际，逆市下跌的基金。通常逆市下跌的基金，尤其是分级B，最好不是不要碰。可以非常明确地说，所谓价值投资，所谓左侧交易，都不适合分级基金，毕竟是加杠杆的，在左侧不知何处是底的情况下，加杠杆的损失不是普通人可以承受的。当然，如果你是一个坚定的价值投资者，此时或许可以分批买入分级基金的母基金，等市场反弹后，再迅速分拆，享受分级B的大涨。
而从全月来看，确实不少分级B的跌幅相当大了。
目前三季度报表已经出来，对于上述下跌幅度较大的板块中，属于错杀的板块可以多加关注。比如酒类，其并非是业绩大幅下滑，只不过是茅台这样的蓝筹股，成长性不及预期而已，而茅台这样的股票，本来也不是以成长性取胜的。此外，目前信息安全方面、医药方面，是有不少利好的，所以这类基金下跌得太多的话，是可以考虑逢低捞点货打个底仓的。
而军工与高铁板块，因为业绩不佳，或许仍有进一步下跌的空间。
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说完了场内说一下场外。
来自同花顺的数据显示，上个月，涨幅超过7%的基金总共只有14只。
除了一众证券基金外，值得关注的是前海开源的沪港深核心资源。这家公司估计最近大家印象比较深刻，他们是属于比较早地喊出A股见底并惯彻到行动中去的公司之一。而上投安丰回报虽然是混合型基金，目前其仓位接近8成是债券类资产。而易方达新鑫混合目前也接近一只债券基金了，9成持仓为债券。
事实上，10月份除了券商板块外，最闪亮的要属黄金类基金了。这类基金，不论场内场外，涨幅均在4%左右。主要是上月不但A股跌，美股也在跌，投资者避险情绪升温，导致黄金价格出现了较为明显的上涨行情。
平点金基已关联讯飞快读基金小程序~
双语阅读~
In October, which bases have resisted
the weight of the market?
In October, counting on November 2, last Friday, just 20 trading days, it was a very difficult trading time for investors. In the first half of the month, the market fell from the 2821 points before the holiday, all the way down, ten days. Time dropped nearly 400 points, and the lowest went to 2449 points. If you see 2500 points falling and cutting the meat, then the second half of the big increase is absolutely ridiculous.
In such a violent and capricious market, the difficulty of trading is indeed very large. We can look at which on-market funds have resisted the market slump in such a market and stand out in the rebound.
Judging from the performance of the whole month, the non-brokers sector with the strongest anti-strike capability is none other than. Throughout October, the floor funds of this sector, mainly Grade B, mostly rose more than double digits, while ETFs and ordinary index funds, which specifically tracked the securities index, also rose more than 5%. .
From the above table, in the past October, it seems that only the brokerage stocks in the A-share market have resisted the stock market's weight.
However, since the whole market is the trend of falling first and then rising, it is not so much that the brokerage stocks resisted the stock market's weight. It is better to say that the brokerage stocks and related funds were the vanguard of the rebound last month.
If you only look at the rebound since October 18, then the rise of brokerage stocks is really surprising, the biggest increase in securities B rose by an astonishing 70.9%! Broker B, which has a slightly smaller leverage, has also risen by 62.8%! If investors can accurately grasp these two rebound pioneers, it is estimated that the loss of the entire bear market can be wiped out in one fell swoop. But under such a decline, who has the courage to pay attention to the classified B-type funds? After all, at that moment, the shadow of the grading B is really frightening.
The best performing floor fund since the rebound in mid-October:
Then the question has come, have you dared to chase after so many brokerage stocks?
At least, in the short term, it is still calculated. After all, it has risen by more than 40% in half a month. Once it is pursued at a high level, it is easy to become a quilt.
Instead, look at the fund that has fallen the most, perhaps safer.
From the drop chart, these funds fell quite violently.
We also have two tables to look at, first look at this fund that fell against the market in the rebound of the broader market. Funds that usually fall against the market, especially Grade B, are best not to touch. It can be said very clearly that the so-called value investment, the so-called left-hand transaction, is not suitable for grading funds. After all, it is leveraged. In the case where the left side is not known at the bottom, the loss of leverage is not affordable to ordinary people. Of course, if you are a firm value investor, you may be able to buy the parent fund of the grading fund in batches. After the market rebounds, you can quickly split it and enjoy the grading of B.
From the perspective of the whole month, it is true that many grade B's declines are quite large.
At present, the third-quarter report has already come out. For the above-mentioned sectors with a large decline, the sector that belongs to the wrong killing can pay more attention. For example, alcohol, it is not a sharp decline in performance, it is only a blue-chip stock like Maotai, growth is less than expected, and stocks such as Maotai did not win by growth. In addition, at present, there are many positive aspects in terms of information security and medicine. Therefore, if such funds fall too much, it is possible to consider bargain hunting to make a position.
The military and high-speed rail sectors may still have further room to fall because of poor performance.
After talking about the field, say something off the court.
Data from the straight flush showed that there were only 14 funds that rose more than 7% last month.
In addition to a number of securities funds, it is worth noting the Qianhai open source Shanghai-Hong Kong deep core resources. The company estimates that people have been deeply impressed recently. They are one of the companies that rushed out early to find out that A shares bottomed out and were used to the action. Although the return of the investment in Anfeng is a hybrid fund, its current position is close to 80% is a bond asset. The E Fund Xinxin Hybrid is currently close to a bond fund, and 90% of the positions are bonds.
In fact, in addition to the brokerage sector in October, the brightest is the gold fund. Such funds, regardless of whether they are on or off the court, have risen by about 4%. Mainly last month, not only A shares fell, but also US stocks fell. Investors’ risk aversion heats up, leading to a more obvious rise in gold prices.
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