四季度A股市场出现震荡回落,基金重仓股整体调整较大。四季度报告显示基金继续少量增持了三季度增仓的金融、保险业、采掘业;同时增持了三季度减持的食品、饮料、医药;多数基金仍看好受益于人民币升值、通胀受益、消费高速增长的行业。 A stock market turmoil in the fourth quarter fell, the Awkwardness fund larger overall adjustment. The fourth quarter report showed that the fund continued to add a small amount of holdings of the finance, insurance and extractive industries in the third quarter. At the same time, it also increased the holdings of food, beverages and pharmaceuticals in the third quarter. Most funds are still optimistic about benefiting from RMB appreciation, inflation, Rapid growth in consumption of the industry.