4000升到5300就是在怕中成長起來地。。。。。謹慎中成長。。危險中的安全===money
看caf的持股。。。
china Merchants Bank Co.,Limited China 8.60
JiaoZuo WanFang Aluminum Manufacturing China 5.86
Shanghai Pudong Development Bank China 5.56
ZhengzhouYutongBusCo.,Ltd. China 5.13
Air China Ltd China 4.28
Daqin Railway China 4.18
China Coal Energy Hong Kong 4.12
Shanxi Xishan Coal & Electricity Power China 3.71
Shanghai Municipal Raw Water China 3.66
Hua Xia Bank China 3.66
China Merchants Property Dev. China 3.59
Shenzhen Chiwan Wharf Hldgs Ltd China 3.45
Guangzhou Baiyun International Airport China 3.30
Guangxi Liugong Machinery China 3.15
Wuhan Iron And Steel China 3.13
Datang International Power Generation Hong Kong 3.07
銀行,鐵路,航空,發電,煤礦,鋼鐵,地產。。。因為是,caf持有中國A股的價值折算到美元和每股是$71.56(NAV-net asset value)..但因為她是封筆型基金(close end),其交易價格受供求和市場情緒影響。當市場對她悲觀時,交易價格就會低於NAV,就像現在的caf 20%的discount...當樂觀時交易價格會高於NAV,那麼反過來有premium.當caf剛上市時,中國股市站在1700-2000(?),caf被投資人嫉妒看好,當時的交易價格遠高於nav,好像是20%的premium..上證到了3000點後,caf被拋售,從此一直保持在10%-20%的discount...