百亿私募大幅加仓至八成 创下年内单周最大加仓

Group 1 - The core viewpoint of the article highlights that stock private equity has increased its positions for two consecutive weeks, with the stock private equity position index reaching 74.86%, up 0.64% from the previous week [1] - Notably, large private equity firms with over 10 billion yuan have significantly increased their positions, with their position index rising to 82.29%, marking an 8.16% increase and the largest weekly increase of the year [1] - Following this increase, the position index for large private equity firms has returned to above 80% after four weeks, indicating a strong bullish sentiment [1] Group 2 - The proportion of medium-position large private equity firms has decreased sharply from 53.25% to 31.06%, suggesting a shift in investment strategy [1] - The percentages of low-position and empty-position large private equity firms have also declined, with low-position firms at 5.71% and empty-position firms at 1.26% [1]