??? ‘??? ??’?? ??? ‘?? ?? ??’ ??

  • ?? 2007? 8? 22? 03? 01?


???? ??? ? ??? ??? ? ? ?? ????? ??? ???.

??? ?? ????? ? ?? ?? ? ??? ??? ?? ??? ???, ?? ??? ??? ? ???? ????? ?? ??.

?? ????? ?? ??? ?? ?? ??? ??? ?? ????? ??.

21? ??????? ??? ?? ??? ???? 14? 1423? ?? ??? ?? 16?(3072? ?)? 17?(2071? ?)?? ??? ??? ????.

???? ?? ????? ????? ???? ?? ??? ??? ??? ???.

○ 389?? 130? ????? ????

?? ????? ?? ‘??? ?? ?’? ???.

??? ?? ?? ????? ??? ?? ? ?? ???? ?? ?? ???? ??? ??? ?? ????? ????? ‘? ??? ??’ ???? ???.

?? ??? ??? ????? ‘??? ?? ????’? ?? ?? ???.

????? ???? ??? ?????? 2,000? ??? ? ???? ?????? 26??? ?? 17??? ???

100? ? ??? ?? ??? ?? 389?? ???? ??? ?? ??????? ? ??? ??? 130???. ? ?? ????? ???? 16.58%??.

????? ????????? ‘????10???????’? 12.08% ??? ???? ?? ????.

?? △????????? ???? ?????(―13.31%) △?????? ??? ????10?????(―13.33%) △SH????? ???????????(―13.46%) ?? ‘?? ??’

??? ????.

??? ??? ???? “??? ?? ????? ??? ?? ???? ????? ???? ???”? ???.

○ ??-?? ?? ??? ?

??? ??? ?? ???? ??? ? ????? ?? ??? ?? ???.

?????? ?? ?? ?? 1000?? ??? ????? ????? ???(??? ??????) ?? ?????? 14?? ?? ???? 472? ??? ???? 16?(437? ?)? 17?(187? ?)?? ?? ?? ????.

??? 26??? ?? 17??? ???? ???? ??? ?? ??? ?? ?? ??. ?? ??? ??? ??? ????? ??? ???.

????? PCA??????? ‘PCA??????A????’? 7.29%? ???? ???. ?????????‘??????????’(0.15%)? ?????????? ‘?????????????’(―0.10%)? ??? ? ???.

??????? ??? ???????? “??? ??? ???? ?? ?? ?? ?? ??? ??? ??? ?? ?? ??”? “??? ?? ?? ??? ?????? ?? ??? ???? ??? ??? ??? ??? ?????? ??”? ???.

?? ???? ??? ?? ?? ??? ??
????????(? ?)???(%)
????10??????? 1??????109 -12.08
????????? 1 C4????126 -13.31
????10????? 1??????7,387 -13.33
BEST???????? 1SH??382 -13.46
???????????2,034 -13.55
??CA???????? 1NH-CA??666 -13.82
???????????????????241 -13.89
??????????? 1Class A????22,479 -14.14
???????K- 1(C)????568 -14.17
?????????????G- 1CLASS-A??????3,301 -14.17
????????????G- 1CLASS-A??????1,641 -14.18
PCA??????D-1???FPCA??395 -14.31
????????A- 1????810 -14.34
??BULL??????? 1????121 -14.34
PCA??????D- 1???APCA??889 -14.35
???????(???)A 1SEI????2,719 -14.38
PCA????????P- 1PCA??986 -14.43
??????????G- 1(C/A)??????339 -14.45
???????????? 1????1,816 -14.47
She&Style?? 1ClassC??UBS675-14.48

??? 7? 26?~8? 17?(????? ??? 16.58%), ??? 100? ? ??. ?? : ???

?? ???? ??? ?? ?? ??
????????(? ?)???(%)????
PCAChinaDragonAShare??A- 1ClassAPCA??2,0317.29??
?????????? 1????1,4540.15???
????????????? 2ClassA1?????266-0.10???
GB??????????? 1???????427-0.22???
???????????? 1????745-0.28???
???????????30???? 3????296-0.41???
????????????? 1(C2β????100-0.75??????
?????????????????? 1??????1,218-1.23???
Tops???????? 1-ASH??188-2.00???
??Global Best??? 1????953-2.18???
??S&P???30?????ClassC1????210-2.27???
??????????30????? 1??????102-3.20???
??FirstClassJapan??+???? 1??UBS178-3.69??
Pru????????? 1??????317-3.74??????
????????????? 1_I??????102-3.91???
?????????? 1??BNPP??213-4.05???
????????????? 1(CLASS-A)??????171-4.32??
??????????30???? 1_A??????

font size=2>102

-4.47???
??BNPP?????????? 1A??BNPP??845-4.60???
???????N??30???????? 1C????282-4.84??

??? 7? 26?~8? 17?, ??? 100? ? ??. ?? : ???

??? ?? aryssong@donga.com

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