百亿私募连续两周加仓

Core Insights - The overall stock private equity position index remains stable at 75.16%, maintaining above 75% for six consecutive weeks [1] - There is a growing consensus among stock private equity firms regarding the market, with most positions remaining steady [1] - Notably, the hundred billion private equity firms have shown a leading trend, with their position index rising for two consecutive weeks and breaking the 80% threshold after five weeks [1] Group 1 - 61.85% of hundred billion private equity firms are at full position levels [1] - Only 1.89% of hundred billion private equity firms are at empty position levels [1]