知名私募，积极加仓

Group 1 - The core viewpoint of the news is that the recent financial policies introduced by the People's Bank of China and other regulatory bodies are stronger than expected, which has boosted market confidence and provided significant support for both the financial market and the real economy [1][2][3] - The policies aim to stabilize the market and expectations by reducing stock investment risk factors, enhancing the role of the Central Huijin Investment Company, and addressing external risks, particularly in response to tariff impacts [2][3] - The central bank's decision to lower the reserve requirement ratio by 0.5 percentage points is expected to provide approximately 1 trillion yuan in long-term liquidity to the market, which aligns with market expectations [4][5] Group 2 - The financial policies include targeted support for foreign trade enterprises and technological innovation, with measures such as the establishment of a risk-sharing mechanism for technology bonds and specific services for companies affected by tariffs [5][6] - Private equity firms are maintaining a medium to high position in their portfolios, focusing on sectors such as technology and consumer goods, indicating a positive outlook for the A-share market [6] - The recent interest rate cuts, including a 10 basis point reduction in the benchmark rate and a 25 basis point decrease in housing loan rates, are expected to stabilize credit demand across the economy [4][5]