□ 本报记者 任小雨

　　本周市场呈现下跌趋势，上证指数、深圳成指双双跌破20日、30日线支撑，做空力量再度占据上风.市场人气不足，资金与量能整体逐渐萎缩，上证指数最终收报3473.09点，周跌幅为4.17%。同时，基金重仓股市值也受到损失，使得基金净值下滑，导致封闭式基金大面积跳水，全周下跌幅度为6.11%。

　　统计显示，一季度末仓位超过40%的64只开放式基金持有的前十大股票市值上周末合计为2468.37亿元（不包括4月、5月送转股份市值），到了本周末所持重仓股市值已减少到2282.87亿元，此类基金本周投资股票收益额剧减了185亿元，投资股票的收益率则为-7.51%。具体来看，中邮核心成长、南方绩优成长、中邮核心优选、汇添富成长焦点、嘉实主题、中国优势、上投摩根成长先锋等基金的前十只股票市值增长超过了6亿元，本周投资收益额增长13.56亿元、9.14亿元、7.65亿元、7.38亿元、7.19亿元、7.04亿元、6.95亿元和6.29亿元。此外，融通领先成长、易方达50指数、嘉实理财稳健、南稳贰号、广发优选、光大量化核心、易方达策略成长、富国天益价值、华夏成长等9只基金的前十大股票投资收益额增长超过4亿元。

　　数据统计显示，二季度仓位超过40%开放式基金重仓股本周市值增长在5%以上的有25只个股，其中基金重仓股市值增长超过5000万元的个股中，嘉实理财稳健持有国阳新能1730.42万股，持有最新市值为99654.69万元，市值增长了14258.63万元，市值增长幅度为16.70%；嘉实理财稳健持有潞安环能2437.02万股，持有最新市值为201224.74万元，市值增长了11990.14万元，市值增长幅度为6.34%；中邮核心成长持有中国联通23540万股，持有最新市值为229279.60万元，市值增长了9651.40万元，市值增长幅度为4.39%。值得注意的是，重仓股市值超过5000万元的个股中，嘉实理财稳健占据了两个席位，中邮核心成长占一席，嘉实理财稳健本周前十只股票市值增长了-4.22%，中邮核心成长前十只股票市值增长了-9.80%。

　　受到A股市场本周跌势加剧，基金重仓股表现疲弱冲击，沪深基金指数结束上周的小幅反弹，再度呈现长阴杀跌走势，全周跌幅均超过6%。沪基指全周暴跌281.28点，深基指亦暴跌305.86点，两市的封闭式基金跌势惨烈，全线跌幅超过3%，有22只基金跌幅超过6%，两市基指本周再度跑输大盘。沪基指本周开盘于4589.89点，最高探至4600.83点，最低探至4265.08点，收盘于4320.14点，下跌281.28点或6.11%；深基指开盘于4569.65点，最高探至4569.65点，最低探至4217.49点，收盘于4265.36点，下跌305.86点或6.69%。两市基金全周的成交金额为120.5亿元，较上周萎缩超过二成，成交量为6523.8万手。股市方面，沪综指全周跌4.17%，深成指跌8.25%。 

　　单个基金方面，开盘交易的33只封闭式基金，全军覆没，无一上涨，且跌幅均超过3%，其中22只基金跌幅超过6%。基金普丰大跌9.18%，跌幅居首，其余跌幅较大的基金有基金同益跌8.84%，基金同盛跌8.56%，基金汉兴跌8.17%，基金裕泽跌8.05%，基金普惠跌8.04%，基金金鑫跌8.03%，基金久嘉跌7.94%，基金鸿阳跌7.94%，基金汉盛跌7.75%，基金景福跌7.74%，基金金盛跌7.56%，大成优选跌7.10%，基金金泰跌7.07%；基金科翔表现抗跌，跌幅3.47%，为跌幅最小的基金。业内人士认为，虽然封闭式基金的整体折价率继续上升，但短线来看仍不具有投资吸引力；A股市场的运行方向对封闭式基金的短线影响更大，建议待市场运行方向明朗后再介入优质基金。 

　　专业人士分析，银行股在市场中占有较大权重，银行股板块如不能止跌回升，则指数上行压力依然较大，权重股的大举反弹将成为市场再度向好的重要标志。后期走势方面，消费者价格指数（CPI）仍将在较长时间影响市场，目前通胀压力依然较大，上市公司业绩将受到通胀带来的压力，而宏观经济增长速度的下滑也将影响中期市场。由于宏观经济、CPI、原油价格以及灾情对于经济的负面影响等一系列不确定性风险的存在，短期走势尚不容过分乐观。

　　嘉实理财稳健基金重仓股市值增长排名

代码      简称        本周基金持股市值增长(万元)    本周基金持股市值增长(%)    一季度持仓股数(万股)    周收(元)    本周基金持股市值(万元)    二季度基金持股市值增长(%)    一季度基金持前十重仓股数量(万股)    占净值比例(%)    本周基金前十只重仓股市值(万元)    本周基金前十只重仓股市值增长(万元)    本周基金前十只重仓股市值增长(%)

600550    天威保变    4655.42                       7.39                       1003.32                 67.43       67654.14                  27.68                        13991.2217                          48.85            499369.45                         -1738.46                              -0.35

601088    中国神华    2294.73    5.03    925.29     51.81    47939.47    29.53                        

600528    中铁二局    2208.05    6.69    2164.75    16.27    35220.53    6.41                         

600725    云维股份    1592.20    3.13    1434.41    36.59    52485.23    32.62                        

　　易方达50指数基金重仓股市值增长排名

代码      简称        本周基金持股市值增长(万元)    本周基金持股市值增长(%)    一季度持仓股数(万股)    周收(元)    本周基金持股市值(万元)    二季度基金持股市值增长(%)    一季度基金持前十重仓股数量(万股)    占净值比例(%)    本周基金前十只重仓股市值(万元)    本周基金前十只重仓股市值增长(万元)    本周基金前十只重仓股市值增长(%)

601088    中国神华    7752.95                       5.03                       3126.19                 51.81       161967.82                 29.53                        78704.4029                          55.75            1263823.15                        -54879.29                             -4.16

600028    中国石化    7564.17    5.26    11819.02    12.81    151401.65    5.61                        

600050    中国联通    2881.03    4.39    7026.89     9.74     68441.93     9.93                        

　　其他基金重仓股市值增长排名

代码      简称        本周基金持股市值增长(万元)    本周基金持股市值增长(%)    一季度持仓股数(万股)    周收          本周基金持股市值(万元)    二季度基金持股市值增长(%)    基金简称            一季度基金持前十重仓股数量(万股)    占净值             本周基金前十只重仓股市值(万元)    本周基金前十只重仓股市值增长(万元)    本周基金前十只重仓股市值增长(%)

                                                                                                       (元)                                                                                                                         比例(%)                                                                                        

600348    国阳新能    14258.63                      16.70                      1730.42                 57.59         99654.69                  66.59                        嘉实理财稳健        43334.7832                          42.93              1171597.31                        -51606.40                             -4.22

601699    潞安环能    11990.14                      6.34                       2437.02                 82.57         201224.74                 59.68                        嘉实理财稳健        43334.7832                          42.93              1171597.31                        -51606.40                             -4.22

600050    中国联通    9651.40                       4.39                       23540.00                9.74          229279.60                 9.93                         中邮核心成长        82497.105                           43.03              1248059.8                         -135607.76                            -9.80

600028    中国石化    7805.65                       5.26                       12196.32                12.81         156234.88                 5.61                         博时主题            63944.5594                          41.97              906427.91                         -37690.44                             -3.99

600348    国阳新能    7298.86                       16.70                      885.78                  57.59         51012.29                  66.59                        国富弹性市值        14036.7378                          50.64              389497.45                         -14372.46                             -3.56

000983    西山煤电    6357.49                       8.78                       1318.98                 59.72         78769.58                  45.48                        广发优选            22492.6634                          42.72              662956.12                         -50838.59                             -7.12

000063    中兴通讯    6217.77                       6.36                       1509.17                 68.9          103981.63                 17.02                        上投摩根内需动力    15663.4191                          41.02              502535.98                         -20011.35                             -3.83

601088    中国神华    5923.28                       5.03                       2388.42                 51.81         123744.04                 29.53                        50ETF               35913.2933                          45.88              635002.08                         -24170.85                             -3.67

600050    中国联通    4920.00                       4.39                       12000.00                9.74          116880.00                 9.93                         中邮核心优选        44378.5736                          41.10              729673.24                         -76519.93                             -9.49

000063    中兴通讯    4636.32                       6.36                       1125.32                 68.9          77534.58                  17.02                        上投摩根阿尔法      15595.5704                          40.19              415021.62                         -15051.36                             -3.50

600050    中国联通    3935.17                       4.39                       9597.98                 9.74          93484.34                  9.93                         光大量化核心        54379.7556                          41.34              689771.94                         -43886.42                             -5.98

000629    攀钢钢钒    3711.89                       4.57                       7897.63                 10.75         84899.53                  0.84                         南方绩优成长        44020.1981                          55.07              882742.67                         -91438.00                             -9.39

000063    中兴通讯    3133.46                       6.36                       760.55                  68.9          52401.85                  17.02                        嘉实服务增值行业    7031.9058                           41.48              259841.94                         -23888.93                             -8.42

600050    中国联通    2653.22                       4.39                       6471.26                 9.74          63030.07                  9.93                         南方稳健成长        20097.5955                          41.10              490250.35                         -35961.18                             -6.83

000983    西山煤电    2554.60                       8.78                       530.00                  59.72         31651.60                  45.48                        融通行业景气        8328.8046                           43.07              219508.89                         -20143.91                             -8.41

600050    中国联通    2524.78                       4.39                       6158.00                 9.74          59978.90                  9.93                         50ETF               35913.2933                          45.88              635002.08                         -24170.85                             -3.67

600050    中国联通    2502.89                       4.39                       6104.62                 9.74          59459.02                  9.93                         南稳贰号            22631.2684                          42.74              545230.42                         -51035.79                             -8.56

600028    中国石化    2341.40                       5.26                       3658.44                 12.81         46864.65                  5.61                         红利ETF             24336.893                           53.89              303348.94                         -18098.79                             -5.63

601699    潞安环能    2306.96                       6.34                       468.89                  82.57         38716.65                  59.68                        华夏成长            15911.7698                          44.06              427479.18                         -40457.67                             -8.65

000629    攀钢钢钒    2303.00                       4.57                       4900.00                 10.75         52675.00                  0.84                         南方隆元            25691.2497                          44.41              468999.41                         -34959.02                             -6.94

600011    华能国际    2101.59                       8.33                       2765.25                 9.88          27320.64                  9.05                         红利ETF             24336.893                           53.89              303348.94                         -18098.79                             -5.63

000063    中兴通讯    2064.65                       6.36                       501.13                  68.9          34527.79                  17.02                        富国天博            15791.0795                          40.66              441244.63                         -25583.10                             -5.48