2009年8月5日星期三

Tsuchiura





Tsuchiura is a second year as well as Kahoko's friend. He and Kahoko met after he ran into her, nearly knocking her down a staircase, saving her just in time in episode 1. Their friendship eventually grows, and she even confesses to him that she knew nothing of playing the violin.
He is a very gifted pianist but quit playing in public because of an unpleasant experience at a competition because of the judges’ discrimination of younger contestants. After he assisted Kahoko in the first round of the concours by being her accompanist, he, as well, joined the concours.
In the past, he had a girlfriend called Mizue Sakamoto, and in episode 14, they met again by accident at the train station with Kahoko and Tsukimori.
Tsuchiura is the star of the soccer team; he is the team midfielder. He is very skilled at the sport and even outdoing some third year students. Even so, Mizue said that he was skilled in both basketball and soccer, which Mizue points out that whenever he plays, there will always be girls cheering for him. As told by Mizue, he is also in the basketball club when they were in middle school
.
He does not like Tsukimori, and they often get into many disagreements. One of their arguments can even start from a notebook to their style of performance.
His feelings for Hino gradually deepen as the series progresses and going as far as secretly calling her Kaho during the quintet’s performance.
His mother is a piano teacher, revealed through Minami's conversation with Kahoko in the anime. He also has a younger brother and is good at cooking.
In Chapter 37 of the manga, he admits to his ex-girlfriend, Mizue, that indeed, he likes someone - that someone being Hino, to whom he is thankful because she was the one who had helped him rediscover his love for the piano.
Later on in Chapter 55, in an attempt to make Tsukimori realize his own feelings for Hino, Tsuchiura confesses, "I ...like Hino."


2009年3月13日星期五

半数基金经理看空本月股市 私募很乐观

每日经济新闻3月13日讯 本周,大盘围绕着2200点反复震荡,高开低走已成大多数个股每日走势的常态,两会后,行情将会如何演绎?在题材股的疯狂表演结束后,被市场寄予希望的蓝筹股没能挑起大梁,未来一个月甚至更长的时间,哪个行业有希望成为市场的热点?

莫尼塔基金经理最新调查报告显示,49%的受访公募基金经理表示不看好未来一个月的走势,仅有16%的受访者对3月走势持乐观态度;而私募基金经理调查结果则显示,45%的受访者看好未来一个月市场走势,在预期未来6个月大盘收益率时,表示正负收益或持平的经理比例相当。该份调查报告同时显示,公募、私募在医药股上产生了共识,两个阵营都比较看好医药股的投资价值。

公募看空情绪抬头看好医疗看空钢铁

本月初接受调研的基金经理中,49%的受访者表示不看好未来一个月的走势,35%持中性预期或认为市场将呈震荡态势,仅有16%的受访者对3月走势持乐观态度。

在对未来6个月大盘收益率的判断上,受访者同样表达了担忧情绪。有54%的受访者认为未来6个月的大盘收益率将呈现持平或震荡走势,认为增长在10%以上的受访者下降为27%,增长在10%以内的受访者下降为11%。有8%的受访者认为收益率将低于0。

在行业观点中,受访公募基金经理对医药和地产行业最为看好,最不看好的是钢铁行业。在周期及非周期性行业的判断上,有60%的受访者更看好非周期性行业,32%的受访者更看好周期性行业。

私募预期乐观看好基建看空地产

在本月初进行的私募经理调研中,45%的受访经理看好未来一个月市场走势,但同时也有过半受访者对三月市场持中性或谨慎偏空的态度,表示目前市场利空因素尚未完成消除,高位交易量也表明市场存在较大分歧。

在预期未来6个月大盘收益率时,表示正负收益或持平的经理比例相当。在行业交流中,受访经理表示看好的行业包括受益政策基建板块及新能源、医药、3G等主题投资,而对银行、房地产行业态度相对谨慎。选择更看好周期性行业的经理比例稍高,同时部分未作明确判断的经理表示,待政策转向信号更加明确时也会积极配置强周期行业。

相关报道

里昂证券:钢铁股短期反弹难以持续

虽然钢铁股和地产股同为周期性行业,但是,受基金青睐程度却完全不同。地产股在去年四季度受到基金的悄悄追捧,而钢铁股则被基金遗弃。

天相统计数据显示,去年四季度,基金从钢铁股中大规模撤离。截至2008年四季度末,全部基金的前十大重仓股中,钢铁板块的个股共计14.3亿股。较去年三季度减少了43.99%。基金持有钢铁股总市值为76.8亿元,下降了近6成,基金重仓的钢铁股市值占比重仓股总市值的1.89%,下降了将近2%。

基金对于区位优势的细分龙头钢铁股精挑细选,如 新兴铸管(行情 股吧),产品受经济下滑的影响相对较小,将受益于国家大规模的基础设施建设;如 攀钢钢钒(行情 股吧)和长城股份(行情论坛),鞍钢集团提供的二次现金选择权提供了6%的年收益率。

有意思的是,基金选择钢铁股时,当初钢铁行业的并购重组和资产注入题材受到基金青睐,但近期基金正在撤离有整体上市题材的 酒钢宏兴(行情 股吧)。

就在整体上市方案公布之日,基金大举撤离酒钢宏兴。3月6日,有五家机构共卖出2.04亿元,其中卖出席位第一名共计卖出金额为8294万元,以酒钢宏兴当天涨停价7.54元计算,卖出1100万股。3月9日,有三家机构卖出该股总计约 1.007亿元,仅有一家机构席位买入该股金额约474.08万元。

南方基金稳健成长基金经理马北雁认为,3月份的行业配置,根据景气分析,应重点关注行业景气度处于上升周期的农业化工、建筑建材、通讯传媒、医药、食品饮料和机械制造等,而钢铁行业仍旧处于持续下滑态势。

近期,里昂证券走访钢铁企业后做出预计,2009年前2个月来自造船和汽车行业的钢铁需求下滑幅度将是最为显著,这两个行业的钢铁需求将分别年降14%和9%,并且房地产行业需求年降11%。相比之下,来自建筑、机械和家电的钢铁需求将分别增长 15%、4%和3%。里昂证券认为,钢铁股短期反弹难以持续,建议获利盘减持钢铁股。