股票策略私募业绩领跑，绩优者进攻瞄准三大方向

Core Viewpoint - Leading private equity firms are heavily investing in the technology and innovative pharmaceutical sectors, while also selectively increasing their positions in non-bank financial assets as the market outlook improves [1] Group 1: Investment Trends - Several top-performing private equity firms are focusing on sectors with strong performance, particularly technology and innovative pharmaceuticals [1] - There is an increasing trend of capital inflow into the market, driven by expectations of interest rate cuts by the Federal Reserve and the visible effects of China's economic transformation [1] Group 2: Sector Opportunities - The semiconductor and innovative pharmaceutical industries are highlighted as having strong earnings certainty, making them attractive investment targets [1] - Non-bank financial sectors, such as brokerage and insurance, are also seen as structural opportunities benefiting from ample liquidity in the market [1]