股票策略业绩“打头阵” 私募青睐科技与医药板块

Group 1 - The average return of stock strategy private equity funds is close to 5% as of the end of May, with over 70% of funds showing positive returns and more than 400 products yielding over 20% this year [1] - Among 12,843 private equity funds with performance records, stock strategy funds lead with an average return of 4.81% and a positive return ratio of 73.5% [1] - The strong performance of stock strategy private equity is attributed to active small-cap stock styles and structural market trends in sectors like innovative drugs, technology, and new consumption [1] Group 2 - As of May 30, 60.96% of large-cap stock private equity funds have over 80% of their positions, indicating a significant bullish stance [2] - The current price-to-earnings ratio of the CSI 300 index is around 12 times, and the Hang Seng index is about 10 times, suggesting that Chinese assets are not overvalued [2] - Private equity funds are increasingly favoring equity assets, particularly in technology and pharmaceutical sectors, with recent group research focusing on leading companies in semiconductors and healthcare [2][3]